Re: New In Person Assessment- 12/12 Richard McDonald

From
Cristal Munoz <cmunoz@thekey.com>
To
Bridgett Scherer <bscherer@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Timothy Thomas <tt@thekey.com>, Matthew Albano <matthew.albano@thekey.com>
Date
Fri, 26 Dec 2025 14:00:01 -0500
Folder
INBOX
--0000000000003a18180646df82eb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for following up, Bee! On Fri, Dec 26, 2025 at 1:58=E2=80=AFPM Bridgett Scherer wrote: > Hey Cristal, > > I believe Sarah had another assessment booked for 2pm that day, so she > conducted a phone assessment to accommodate the preferred time. We only > have one person in STL performing assessments right now. I will dig into > this further, thank you! > > > > Bridgett Scherer > > Director, Client Experience | TheKey > > Mobile: 425.429.1064 > > > > On Fri, Dec 26, 2025 at 10:51=E2=80=AFAM Cristal Munoz wrote: > >> Hi All, >> Just flagging this for visibility. I'm sure there's a reason the CSM >> conducted a phone assessment instead of at the rehab, but I'm sharing th= is >> because the prospect was a little put off by it when he spoke to Liesel >> given he was hoping for in-person. >> >> Best, >> Cristal >> >> >> >> >> ---------- Forwarded message --------- >> From: Liesel Springall >> Date: Fri, Dec 26, 2025 at 10:08=E2=80=AFAM >> Subject: Re: New In Person Assessment- 12/12 Richard McDonald >> To: Sarah Tenny >> Cc: Bridgett Scherer , > stlouis-intake@homecareassistance.com> >> >> >> @Sarah Tenny Good morning! Richard is wanting >> to start care 12/30. He would like the following schedule: Tues, Thursda= y >> and Saturday. >> He has a doctor's appointment on 12/30 and needs the Caregiver (CG) from >> 9 a.m. to 1 p.m. He needs the Caregiver (CG) to transport him to the >> doctor's appointment that day. He said he was expecting Sarah to stop by >> rehab but she called instead. He would like for her to send him consents= to >> the following gmail: rdmac1956@gmail.com and give him a call as soon as >> possible. Thanks! >> >> *Regards,* >> *Liesel Springall, MHA* >> *Lead Home Care Advisor* >> liesel.springall@thekey.com >> Office: (773) 747-7911 >> https://thekey.com >> >> >> >> On Fri, Dec 12, 2025 at 11:12=E2=80=AFAM Liesel Springall > liesel.springall@thekey.com> wrote: >> >>> No worries! Thanks Sarah >>> >>> *Regards,* >>> *Liesel Springall, MHA* >>> *Lead Home Care Advisor* >>> liesel.springall@thekey.com >>> Office: (773) 747-7911 >>> https://thekey.com >>> >>> >>> >>> On Fri, Dec 12, 2025 at 10:53=E2=80=AFAM Sarah Tenny >>> wrote: >>> >>>> Sorry for my delayed reply!! Assessment is confirmed >>>> >>>> On Thu, Dec 11, 2025 at 5:11=E2=80=AFPM Liesel Springall >>> liesel.springall@thekey.com> wrote: >>>> >>>>> Great! @Sarah Tenny please call Richard >>>>> today to confirm AX. He just called and is anxious. I realize it hasn= 't >>>>> been long since I sent original email but he is anxious, so please fo= llow >>>>> up with him as soon as possible. Thank you so much! >>>>> *Regards,* >>>>> *Liesel Springall, MHA* >>>>> *Lead Home Care Advisor* >>>>> liesel.springall@thekey.com >>>>> Office: (773) 747-7911 >>>>> https://thekey.com >>>>> >>>>> >>>>> >>>>> On Thu, Dec 11, 2025 at 2:55=E2=80=AFPM Bridgett Scherer >>>>> wrote: >>>

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