Re: ASSESSMENT SCHEDULED: Carla Cox, 9/26, 12PM

--000000000000c415f3063ea0989f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This has been confirmed. Thank you! On Fri, Sep 12, 2025 at 3:03=E2=80=AFPM Shelby Lowell = wrote: > Hello, > > The below opportunity is ready for an assessment! An intake call has > already been conducted. Please contact the caller to introduce yourself a= nd > confirm the assessment date/time. > > **Please confirm the CSM completing the assessment** > > *Assessment Date and Time: *Friday, 9/26, 12PM > > *Client Name: *Carla Cox > > *Chatter Notes:* > > Kiana transferred Jennifer to me to set up the assessment. Jennifer let m= e > know that she lives out of state and is visiting her mom the week of 9/22 > and would prefer to do the assessment at the end of the week. She request= ed > this for Friday, 9/26 at 12PM. Her mom's current CG Dawn will be there at > this time as well, which she feels like with help when going over the > assessment details. > > > > Carla currently has 2 caregivers that they love, but they were not able t= o > do the additional weekend coverage that they are needing, so they started > looking into agencies. Jennifer mentioned that they used an agency before > and had a very bad experience with which caregivers were being matched up= . > I went over our screening process and how we match up both on skill set a= nd > personality through the customized care plan. Jennifer said she is still > very weary about this and wanted to know if they could interview the > caregivers beforehand. I let her know that during the assessment we could > discuss the possibility of a meet and greet shift where care is provided > for a shorter period of time the first time to provide them with some > assurance it's a good fit. I let her know there still would be a charge f= or > this, which she understood, and that it would need to be confirmed with t= he > CSM. > > > > Jennifer wanted to make sure we were aware of her mom's anxiety, > depression, and OCD that she had discussed with Kiana and that one of the > most important things is having a CG who understands this and be there fo= r > support/companionship for her mom. > > > > She would like the caregiver to provide transportation for outings and > errands using Carla's car. Jennifer said that Carla does like to go to > church and asked if this is somewhere the caregiver would still be able t= o > assist. I let her know that we couldn't match up caregivers based on > religious affiliation, but we can provide transportation and accompany he= r > mom for care to any outings/activities including this. > > > > I let Jennifer know that we would follow up by Monday at the latest to > confirm. > > *Caller Name: *Jennifer, Daughter > > *Caller Phone Number: *(919) 824-9929, jen@jen-cox.com > > *Referral Account:* Internet, Chat GPT Search > > *SF Link: * > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000TJPI9YAP/view > > *Range Quoted: *$36-$40/hr > >