Re: New Assessment needed- Donald "Don" Beere

From
Emily Swackhamer <emily.swackhamer@thekey.com>
To
Liesel Springall <liesel.springall@thekey.com>
CC
stlouis-intake@homecareassistance.com
Date
Wed, 10 Sep 2025 15:42:53 -0500
Folder
INBOX
--000000000000a0c430063e787776 Content-Type: multipart/alternative; boundary="000000000000a0c42d063e787775" --000000000000a0c42d063e787775 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This has been confirmed. Thank you! On Wed, Sep 10, 2025 at 3:00=E2=80=AFPM Liesel Springall wrote: > Hello , > > The below Opportunity is ready for an assessment! An intake call has > already been conducted. Please contact the caller to introduce yourself a= nd > confirm the assessment date/time. > > **Please confirm the CSM completing assessment. ** > > Assessment Date and Time: 9/11 2:30pm *Please call today to confirm > > Client Name: Don Beere > > Chatter Notes: Spoke with Don's son Jonathan, who lives in Germany and is > visiting. He originally planned to leave this weekend but extended his tr= ip > until next. Don is cognitively alert and is attending outpatient rehab. H= e > usually gets back from rehab at 2pm. He will need ADL assistance-bathing, > dressing,grooming, meal preparation and light housekeeping (laundry, > washing dishes etc). Don has a sliding board to get into the shower. CG > Schedule: Monday- Fridays 7am-11am and 5pm-9pm. Weekends to be discussed = at > time of the AX. SOC 9/17 > > Jonathan requested an in person assessment 9/11 at 2:30pm. He also > requested meeting potential caregivers if possible. I stated I would rela= y > request > > Jonathan mentioned there is a circular drive and a security guard who can > watch the CSM's car during the AX > > Caller Name: Jonathan Beere (Son) > > Caller Phone number: (859) 912-2044 > > Referral Account: Internet > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000SZVC5YAP/view?ws=3D%2Flightning%2Fr%2FAccount%2F001UH00000cSVEHYA4%= 2Fview > > Range Quoted: $36-$40 > > Address: 400 S. 14th St. Apt 1001 St. Louis, MO 63103 > > > Weekly Hours: M-F 7am-11pm and 5pm-9pm > > Duration of Care: 1-6 months > > ANTICIPATED SOC: 9/17 > > > > -- > > Regards, > > *Liesel Springall,MHA* > > *Regional Intake Manager* > > *liesel.springall@thekey.com * > > TheKey.com > > [image: image.png] > --000000000000a0c42d063e787775 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This has been confirmed. Thank you! On Wed, Sep 10, 2025 at 3:00=E2=80=AFPM Liesel Springall &lt; liesel.springall@thekey.com &gt;= wrote: Hello , Th= e 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. <p

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