--000000000000618f040646df6029 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 this 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 , @Sarah Tenny Good morning! Richard is wanting to start care 12/30. He would like the following schedule: Tues, Thursday 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 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 follow 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: >>> >>>> We got it! @Sarah Tenny will grab this, thank >>>> you! >>>> >>>> >>>> Bridgett Scherer >>>> >>>> Director, Client Experience | TheKey >>>> >>>> Mobile: 425.429.1064 >>>> >>>> >>>> >>>> On Thu, Dec 11, 2025 at 2:33=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 yourse= lf and >>>>> confirm the assessment date/time. >>>>> >>>>> **Please confirm the CSM completing assessment. ** >>>>> >>>>> Assessment Date and Time: 12/12 at 1pm *In person at Rehab Institute >>>>> St. Louis (4455 Duncan Ave, St. Louis MO 63110 >>>>> >>>>> Client Name: Richard McDonald >>>>> >>>>> Chatter Notes:Richard was re