--0000000000007a69d1063b4f69de Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Emily Swackhamer was this assessment confirmed? Thank you! *Warmest Regards,* *Aretha Ilion* *TheKey Homecare * *Lead Homecare Advisor* *aretha.ilion@thekey.com* *Office Number - 414-207-6848* *Cell Number - 414-208-5430* On Tue, Jul 29, 2025 at 4:42=E2=80=AFPM Aretha Ilion wrote: > ASSESSMENT NEEDED > > > CSM/GM/HCL to call and introduce yourself and confirm the intake > assessment/consultation. Please 'reply all' to this email to confirm > receipt of this request and who will be completing the assessment. > > Client Name: Sandy O=E2=80=99Fallon > > > Caller Name: Jeff O=E2=80=99Fallon (Son) > > > Contact Information: (314) 583-8896 - ofallon.jeff@gmail.com > > > Summary: Sandy has been diagnosed with Dementia. She will be resistant to > care but Jeff has gotten her to agree to meeting with the team. She works > well with verbal prompting. Balanced care method and enhanced dementia > training was reviewed. We talked a lot about nurturing the relationship a= nd > that it will take time to develop. The goal is to keep her in her own > environment even if it's a stepping stone to a move farther down the road= . Jeff > would like to meet in person on Wednesday, August 6, 2025 at 4pm due to h= im > working until 3:30PM. A tentative assessment has been scheduled. Please > reach out to Jeff to confirm and adjust SF accordingly. > > > Referral Account: Internet > > > > Salesforce Link: > https://homecareassistance.lightning.force.com/lightning/r/Account/001UH0= 0000ZykBuYAJ/related/Opportunities/view > > > Quoted: $36 - $42 > > > Address: 604 Thunderbird Court - A, Chesterfield, MO 63017 > > > Schedule: 11- 20hrs > > > Duration of Care: Greater than 6 months > > > ANTICIPATED SOC: TBD > > > *Warmest Regards,* > > *Aretha Ilion* > *TheKey Homecare * > *Lead Homecare Advisor* > *aretha.ilion@thekey.com* > *Office Number - 414-207-6848* > *Cell Number - 414-208-5430* > --0000000000007a69d1063b4f69de Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Emil= y Swackhamer =C2=A0was this assessment confirmed? Thank you! Warmest Regards, Aretha Ilion T= heKey Homecare=C2=A0 = Lead Homecare Advisor aretha.ilion@= thekey.com O= ffice Number - 414-207-6848 Cell Number - 414-208-5430 On Tue= , Jul 29, 2025 at 4:42=E2=80=AFPM Aretha Ilion < aretha.ilion@thekey.com > wrote: <blockqu= ote class=3D"gmail_quote" style=3D"margin:0px 0px 0px 0.8ex;border-left:1px= solid rgb(204,204,204);p