New Client AX Scheduled: Rebecca Geising, 2/2/26 at 8:30am CST

From
Rebbecca Foulon <rebbecca.foulon@thekey.com>
To
stlouis-intake@homecareassistance.com
CC
Amanda Ominsky <amanda.ominsky@thekey.com>
Date
Thu, 29 Jan 2026 15:13:31 -0800
Folder
INBOX
--000000000000dff11706498f0181 Content-Type: text/plain; charset="UTF-8" Hello St. Louis, The below Opportunity is ready for an assessment! An intake call has already been conducted. Please contact the caller to introduce yourself and confirm the assessment date/time. **Please confirm the CSM completing assessment. ** Assessment Date and Time: 2/2/26 at 8:30am CST Client Name: Rebecca Giesing Chatter Notes: Client is disabled and is on 4L of O2 due to COPD, uses a walker to ambulate. Client is 67 years and she lives with her daughter and her family. At the end of our conversation, her daughter was chiming in and yelling at her. I asked if everything was ok and she couldn't tell me much and asked to call me back. Just a note of caution if the daughter is there during the AX, as I think there's possibly some issues going on in the home with the family. Needs: Rx pickups, showering, med reminders, cooking/meal prep Referral source: Google Pets: No Smokers: No Schedule: 12 hours a week Address: 3435 Sims Ave, St. Anne, MO Caller Name: Rebecca Giesing, client Caller Phone number: 314.413.2445 Referral Account: Web lead SF LINK: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000ZQIy1YAH/view?ws=%2Flightning%2Fr%2FSalesVue__Plan_Task__c%2Fa5LUH000002mv9K2AQ%2Fview Range Quoted: $36-$40 Address: 3435 Sims Ave., St. Ann, MO Weekly Hours: 12 to start Duration of Care: 1-6 months, possibly longer ANTICIPATED SOC: TBD -- Rebbecca Foulon, MHA Lead Homecare Advisor rebbecca.foulon@thekey.com Office: (682) 289-0256 https://thekey.com --000000000000dff11706498f0181 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello St. Louis, The below Opportunity is ready f= or an assessment! An intake call has already been conducted. Please contact= the caller to introduce yourself and confirm the assessment date/time. <p dir=3D"ltr" style=3D"line-height:1.8;margin-top:0pt;margin-bottom= :0pt;paddi

Thread (50)