New Assessment needed- Jennifer Germanese

From
Liesel Springall <liesel.springall@thekey.com>
To
stlouis-intake@homecareassistance.com
Date
Wed, 13 Aug 2025 12:16:56 -0500
Folder
INBOX
--00000000000091b9f7063c425335 Content-Type: multipart/alternative; boundary="00000000000091b9f7063c425334" --00000000000091b9f7063c425334 Content-Type: text/plain; charset="UTF-8" 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: 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/001UH00000bZUMAYA4/view?ws=%2Flightning%2Fr%2FTask%2F00TUH00000eunwz2AA%2Fview%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, *Liesel Springall,MHA* *Regional Intake Manager* *liesel.springall@thekey.com * TheKey.com [image: image.png] --00000000000091b9f7063c425334 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello , The below Opportunity is ready for a= n 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 a= nd Time: 8/14 10am *In person Client Name: Jennifer Germanese = Chatter Notes: Jennifer called stating she thought about our service= s and is ready to move forward with the AX. Lindsey, RIM was unavailable. I= provided info regarding our complimentary assessment and she agreed to hav= e an in person AX 8/14 at 10am. <

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