Re: New Assessment needed- Jennifer Germanese

--000000000000ed64fe063c6861a3 Content-Type: multipart/alternative; boundary="000000000000ed64fe063c6861a2" --000000000000ed64fe063c6861a2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning! I have left two voicemails but have not received a call back. On Fri, Aug 15, 2025 at 9:37=E2=80=AFAM Liesel Springall wrote: > Good morning Emily! Can I please get an update regarding the assessment? > It was scheduled for yesterday. Thank you and happy Friday! > > On Thu, Aug 14, 2025 at 7:06=E2=80=AFAM Liesel Springall liesel.springall@thekey.com> wrote: > >> Good morning! Yes, she was clear regarding her needing care the first 2 >> days since she is having surgery. However, she is unsure regarding her >> subsequent needs. She will need assistance after the sx as well and woul= d >> like to determine the schedule at the time of the assessment. Hope this >> explanation provides the information you need. Please let me know if you >> have any questions. Thank you! >> >> On Wed, Aug 13, 2025 at 5:08=E2=80=AFPM Emily Swackhamer > emily.swackhamer@thekey.com> wrote: >> >>> Hi all, >>> >>> Could I get some clarity as to why this was pushed to an assessment? It >>> is a Tier 4 web lead and it looks like she is wanting transportation an= d >>> care to and from the hospital. I am not seeing long term intention here= or >>> the billable hours to back this up. Please advise. >>> >>> Emily >>> >>> On Wed, Aug 13, 2025 at 12:17=E2=80=AFPM 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 yoursel= f and >>>> confirm the assessment date/time. >>>> >>>> **Please confirm the CSM completing assessment. ** >>>> >>>> Assessment Date and Time: 8/14 10am *In person >>>> >>>> Client Name: Jennifer Germanese >>>> >>>> Chatter Notes:Jennifer called stating she thought about our services >>>> and is ready to move forward with the AX. Lindsey, RIM was unavailable= . I >>>> provided info regarding our complimentary assessment and she agreed to= have >>>> an in person AX 8/14 at 10am. >>>> Her foot SX is scheduled 9/4 at 7am. She will need to start services >>>> that day from 5am-5pm, the following day 9/5 from 6am-6pm and she will >>>> discuss additional days at the time of the assessment >>>> >>>> - >>>> - >>>> >>>> >>>> Caller Name:Jennifer Germanese >>>> >>>> Caller Phone number: (636) 891-1250 >>>> >>>> Referral Account: Web lead >>>> >>>> SF LINK: >>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001= UH00000bZUMAYA4/view?ws=3D%2Flightning%2Fr%2FTask%2F00TUH00000eunwz2AA%2Fvi= ew%3Fchannel%3DOPEN_CTI >>>> >>>> Range Quoted: $36-$40 >>>> >>>> Address:940 Kimswick Manor Ln. Ballwin, MO 63011 >>>> >>>> >>>> Weekly Hours: TBD >>>> >>>> Duration of Care: Less than a month >>>> >>>> ANTICIPATED SOC: 9/4 >>>> >>>> >>>> >>>> -- >>>> >>>> Regards, >>>>