Re: New Phone Assessment Needed- Marsha Jones

From
Sarah Tenny <sarah.tenny@thekey.com>
To
Bridgett Scherer <bscherer@thekey.com>
CC
Liesel Springall <liesel.springall@thekey.com>, stlouis-intake@homecareassistance.com
Date
Mon, 5 Jan 2026 09:39:01 -0600
Folder
INBOX
--000000000000698b3f0647a5dccc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Confirmed- thank you! Sarah Tenny, BSN, MSN Client Success Manager sarah.tenny@thekey.com Mobile: (314) 718-6255 Office: (314) 863-8989 TheKey.com *We value your feedback. Please leave us a Google review * On Fri, Jan 2, 2026 at 10:52=E2=80=AFAM Bridgett Scherer wrote: > Thank you Liesel! Sarah will handle this on Monday (: > > > > Bridgett Scherer > > Director, Client Experience | TheKey > > Mobile: 425.429.1064 > > > > On Fri, Jan 2, 2026 at 8:51=E2=80=AFAM Liesel Springall liesel.springall@thekey.com> 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 assessment. ** >> >> Assessment Date and Time:1/05 at 11am >> >> Client Name: Marsha Jones >> >> Chatter Notes: Terri was referred to us by Delmar Gardens Chesterfield. >> She is seeking services for her 82-year-old mother, Marsha, who was >> admitted to Delmar Gardens on Christmas Eve. DC date is unknown. Marsha = has >> Edema and is incontinent. She uses a purewick. She ambulates with a walk= er. >> Marsha lives with Terri, she also has a cousin who assists. Terri wants = our >> services three times per week for 4 hours while she is at work. She >> mentioned CGs taking the Purewick off and putting a diaper on. I told he= r I >> will check with GM if the CGs are able to do that. If they cannot, since >> they are non-clinical, she agreed that family can do it and leave a diap= er >> on her that CGs can change. Marsha will also be receiving HH services so >> she will have SN available. Marsha mentioned some bed sores and I infomr= ed >> her the HH RN will be the one evaluating those and providing treatments >> >> She is calling other home care agencies as well. We reviewed the BCM and >> differentiators. >> >> Services needed: ADL hands on assistance, meal preparation, light >> housekeeping and companionship >> >> Rates quoted: $36-$40, also mentioned our shift and weekly minimums >> >> She would like to proceed with a phone AX 1/5 at 11am >> >> Caller Name: Terri Coffman, Daughter >> >> Caller Phone number: (314) 650-9147 >> >> Referral Account:Deelmar Gardens Chesterfield >> >> SF LINK: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000Y2MnFYAV/view?ws=3D%2Flightning%2Fr%2FTask%2F00TUH00000nfE1U2AU%2F= view%3Fchannel%3DOPEN_CTI >> >> Range Quoted: $36-$44 >> >> Address: 7 Sungrove Dr. Maryland Heights MO 63043 >> >> >> Weekly Hours: 3x per week for 4 hrs >> >> Duration of Care: 1-6 months >> >> ANTICIPATED SOC: TBD >> >> *Regards,* >> *Liesel Springall, MHA* >> *Lead Home Care Advisor* >> liesel.springall@thekey.com >> Office: (773) 747-7911 >> https://thekey.com >> >> > --000000000000698b3f0647a5dccc Content-Type: text/html; charset="UTF-8" Con

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