--0000000000006184db063ea13d2a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Awesome, thanks, Emily! Shelby On Fri, Sep 12, 2025 at 2:35=E2=80=AFPM Emily Swackhamer wrote: > 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 = and >> 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 >> me 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 >> requested 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 ov= er >> the assessment details. >> >> >> >> Carla currently has 2 caregivers that they love, but they were not able >> to do the additional weekend coverage that they are needing, so they >> started looking into agencies. Jennifer mentioned that they used an agen= cy >> 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 o= n >> skill set and personality through the customized care plan. Jennifer sai= d >> 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 wh= ere >> 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 wou= ld >> be a charge for this, which she understood, and that it would need to be >> confirmed with the 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 th= e >> most important things is having a CG who understands this and be there f= or >> 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 = to >> assist. I let her know that we couldn't match up caregivers based on >> religious affiliation, but we can provide transportation and accompany h= er >> 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,