[Assessment Scheduled] | Rubye, J Assessment 03/13 Midwest

From
Rosa Rodriguez <rosa.rodriguez@thekey.com>
To
"rosa.rodriguez@thekey.com" <rosa.rodriguez@thekey.com>, "weblead@thekey.com" <weblead@thekey.com>, "stlouis-intake@homecareassistance.com" <stlouis-intake@homecareassistance.com>
Date
hu, 12 Mar 2026 16
Folder
INBOX
------=_Part_2382_892038709.1773333234292 Content-Type: multipart/alternative; boundary="----=_Part_2381_950431417.1773333234292" ------=_Part_2381_950431417.1773333234292 Content-Type: text/plain; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team,An assessment has been scheduled for the following client:Fast S= tart: falseAnticipated Tier: Tier 2Proposed Start Date for Care: March 16, = 2026=A0Type: In PersonClient Name: Rubye JohnsonPhone Number: (314) 397 - 4= 233=A0Address: 1 Pratt Pl=20 Apt 232, St Louis, MO, 63031Priority Zip: Assessment Date/Time: 3/13/2026, = 3:00 PMReferral Account: Web Lead/InquirySalesforce Link: Rubye Johnson =96= St. Louis =96 3/16/2026=A0=A0Proposed Schedule: Scheduled by:=A0Rosa Rodri= guez=A0=A0Client Summary:=A0=A0This summary was generated by AI and may con= tain errors. This summary was generated on March 12, 2026 at 9:28 AM PDT. Opportunity Overview: Stage is Assessment Pending for Rubye Johnson at St. Louis officeCare neede= d immediately for 94-year-old mother requiring morning assistance (7am-11am= ) and companionshipAnticipated start of care: March 16, 2026Weekly hours: 1= 1-20 hours, estimated amount $6,912Primary care need is help around the hom= e with light housekeeping and shower assistance Assessment Information: Status: Pending Scheduled Date for Rubye Johnson =96 St. Louis =96 3/16/202= 6Scheduled by: Rosa RodriguezCompliance: Non-Regulated Client Information: Client: Rubye Johnson, 94 years oldLocation: Village at Riverwood Independe= nt Living Facility, Apartment 232Primary contact: Patricia Knapp (daughter)= Preferred communication: PhoneCurrent needs: Morning assistance with gettin= g up, dressing, shower encouragement, light housekeeping, laundry assistanc= e, companionshipClient is social and participates in facility activities in= cluding Wii Bowling Team and Bingo Referral Source: Source: Web Lead/InquiryCategory: Consumer MarketingMain Point of Contact: = Art De Los Santos Action Items and Next Steps: Assessment scheduling needs completion - currently pending scheduled dateFa= mily expects transparent communication due to previous negative experience = with another agencyTwo local daughters will be prese

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