Re: [Assessment Scheduled] | Leouvada, J Assessment 03/05 Midwest

From
Sarah Tenny <sarah.tenny@thekey.com>
To
Dashira Contreras <dashira.contrerasrodriguez@thekey.com>
CC
"stlouis-intake@homecareassistance.com" <stlouis-intake@homecareassistance.com>
Date
Wed, 4 Mar 2026 18:
Folder
INBOX
Called and left a VM. I will call again tomorrow morning. Thank you

Sarah Tenny, BSN, MSN
Client Success Manager
sarah.tenny@thekey.com
Mobile: (314) 718-6255
Office: (314) 863-8989
TheKey.com <https://thekey.com/>
*We value your feedback. Please leave us a Google review
<https://search.google.com/local/writereview?placeid=ChIJQRcnOSfL2IcRjWZZNMb_e8Y>*
<https://thekey.com>

On Wed, Mar 4, 2026 at 5:51 PM Dashira Contreras <
dashira.contrerasrodriguez@thekey.com> wrote:

> Hello Team,
>
> An assessment has been scheduled for the following client:
>
>    - Fast Start: false
>    - Anticipated Tier: Tier 2
>    - Proposed Start Date for Care: March 9, 2026
>    - Type: In Person
>
> *Client Name:* Leouvada Johnson
>
> *Phone Number:* (678) 559-5193
>
> *Address: *381 Bluff Drive, St. Louis, MO, 63137
> <https://www.google.com/maps/search/381+Bluff+Drive,+St.+Louis,+MO,+63137?entry=gmail&source=g>
>
> *Priority Zip:*
>
> *Assessment Date/Time:* 3/5/2026, 11:00 AM
>
> *Referral Account: *Internet
>
> *Salesforce Link:* Leouvada Johnson – St. Louis – 3/9/2026
> <https://homecareassistance.my.salesforce.com/006UH00000bCI5WYAW>
>
> *Proposed Schedule:*
>
>    - Scheduled by: Dashira Contreras
>
>
>
> *Client Summary: *
>
> *This summary was generated by AI and may contain errors. This summary was
> generated on March 4, 2026 at 3:51 PM PST.*
>
> *Opportunity Overview:*
>
>    - Stage is Assessment Scheduled with St. Louis
>    <https://homecareassistance.my.salesforce.com/a0L5e000002VWBxEAO>
>    office
>    - Primary care need is Memory Care at Home for grandmother with
>    dementia who is wheelchair bound
>    - Care needed immediately with 11-20 hours per week requested
>    - Anticipated start of care on March 9, 2026
>    - Financial considerations noted - starting with limited hours due to
>    budget constraints
>
> *Assessment Information:*
>
>    - Assessment scheduled for March 5, 2026 at 11:00 AM
>    - Status: Scheduled
>    - Scheduled by Dashira Contreras
>    <https://homecareassistance.my.salesforce.com/005UH00000H35pOYAR>
>    - Compliance classification: Non-Regulated
>
> *Client Information:*
>
>    - Client: Leouvada Johnson
>    <https://homecareassistance.my.salesforce.com/001UH00000nrcB2YAI>
>    - Primary contact: Loane (granddaughter)
>    - Location: St. Louis, MO 63137
>    - Preferred communication method: Phone
>    - Care needs include assistance with ADLs, meals, and general support
>    around the home
>
> *Referral Source:*
>
>    - Referral from Internet
>    <https://homecareassistance.my.salesforce.com/0015e00000QMEyRAAX>
>    - Category: Consumer Marketing
>
> *Action Items and Next Steps:*
>
>    - Complete scheduled assessment on March 5, 2026 at 11:00 AM
>    - Follow up with granddaughter after assessment to discuss care plan
>    options
>    - Address budget considerations and explore flexible care arrangements
>    - No next steps currently logged in the system - requires attention
>
> Please coordinate with the Care Team to prepare for Start of Care.
>
>
>
> Thank you,
>
> The LHA Team
>

Thread (1)