New Phone Assessment Needed- Marsha Jones

From
Liesel Springall <liesel.springall@thekey.com>
To
stlouis-intake@homecareassistance.com
Date
Fri, 2 Jan 2026 08:51:30 -0800
Folder
INBOX
--000000000000e8968506476a8596 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:1/05 at 11am Client Name: Marsha Jones Chatter Notes: Terri was referred to us by Delmar Gardens Chesterfield. She is seeking services for her 82-year-old mother, Marsha, who was admitted to Delmar Gardens on Christmas Eve. DC date is unknown. Marsha has Edema and is incontinent. She uses a purewick. She ambulates with a walker. Marsha lives with Terri, she also has a cousin who assists. Terri wants our services three times per week for 4 hours while she is at work. She mentioned CGs taking the Purewick off and putting a diaper on. I told her I will check with GM if the CGs are able to do that. If they cannot, since they are non-clinical, she agreed that family can do it and leave a diaper on her that CGs can change. Marsha will also be receiving HH services so she will have SN available. Marsha mentioned some bed sores and I infomred her the HH RN will be the one evaluating those and providing treatments She is calling other home care agencies as well. We reviewed the BCM and differentiators. Services needed: ADL hands on assistance, meal preparation, light housekeeping and companionship Rates quoted: $36-$40, also mentioned our shift and weekly minimums She would like to proceed with a phone AX 1/5 at 11am Caller Name: Terri Coffman, Daughter Caller Phone number: (314) 650-9147 Referral Account:Deelmar Gardens Chesterfield SF LINK: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000Y2MnFYAV/view?ws=%2Flightning%2Fr%2FTask%2F00TUH00000nfE1U2AU%2Fview%3Fchannel%3DOPEN_CTI Range Quoted: $36-$44 Address: 7 Sungrove Dr. Maryland Heights MO 63043 Weekly Hours: 3x per week for 4 hrs Duration of Care: 1-6 months ANTICIPATED SOC: TBD *Regards,* *Liesel Springall, MHA* *Lead Home Care Advisor* liesel.springall@thekey.com Office: (773) 747-7911 https://thekey.com --000000000000e8968506476a8596 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello , The below Opportunity is ready for an ass= essment! An intake call has already been conducted. Please contact the call= er to introduce yourself and confirm the assessment date/time. **Ple= ase confirm the CSM completing assessment. ** = Assessment Date and Ti= me:1/05 at 11am <span style=3D"font-size:12pt;= font-family:Arial,sans-serif;background-color:transparent;font-variant-nume=

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