Re: [Assessment Scheduled] | Bonnie, M Assessment 03/13 Midwest

From
Tayler Lacy <tayler.lacy@thekey.com>
To
Sarah Tenny <sarah.tenny@thekey.com>
CC
"stlouis-intake@homecareassistance.com" <stlouis-intake@homecareassistance.com>
Date
2026-03-10 17:00:20
Folder
INBOX
--000000000000501772064cb1cff0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! I put his cell in chatter just in case he doesn't answer his landline. On Tue, Mar 10, 2026 at 4:56=E2=80=AFPM Sarah Tenny wrote: > I reached out to confirm- awaiting a call back > > On Tue, Mar 10, 2026 at 3:47=E2=80=AFPM Tayler Lacy > wrote: > >> Hello Team, >> >> An assessment has been scheduled for the following client: >> >> - Fast Start: false >> - Anticipated Tier: Tier 2 >> - Proposed Start Date for Care: March 30, 2026 >> - Type: In Person >> >> *Client Name:* Bonnie Mullen >> >> *Phone Number:* 9103157700 >> >> *Address: *8300 Delmar Boulevard- APT 303, St. Louis, MO, 63124 >> >> *Priority Zip:* Priority 1 >> >> *Assessment Date/Time:* 3/13/2026, 2:00 PM >> >> *Referral Account: *A Place for Mom Partnership >> >> *Salesforce Link:* Bonnie Mullen =E2=80=93 St. Louis =E2=80=93 3/30/2026 >> >> >> *Proposed Schedule:* >> >> - Scheduled by: Tayler Lacy >> >> >> >> *Client Summary: * >> >> *This summary was generated by AI and may contain errors. This summary >> was generated on March 10, 2026 at 1:45 PM PDT.* >> >> *Opportunity Overview:* >> >> - Stage is Assessment Pending for Bonnie Mullen >> >> through St. Louis >> >> office >> - Primary care need is support for chronic conditions with >> anticipated start of care on March 30, 2026 >> - Weekly hours requested: 11-20 hours, Monday-Saturday 7-12pm >> - Care is needed within the coming weeks due to dissatisfaction with >> current agency >> >> *Assessment Information:* >> >> - Assessment status is Pending Scheduled Date >> - Scheduled by Tayler Lacy >> >> - Compliance level is Non-Regulated >> - In-person assessment scheduled for Friday, March 13 at 2 PM >> >> *Client Information:* >> >> - Client: Bonnie Mullen >> , >> age 85 >> - Address: 8300 Delmar Boulevard- A

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