--0000000000006c052b063e4c9fb4 Content-Type: text/plain; charset="UTF-8" ASSESSMENT NEEDED CSM/GM/HCL to call and introduce yourself and confirm the intake assessment/consultation. Please 'reply all' to this email to confirm receipt of this request and who will be completing the assessment. Client Name: Jeanne Sitz Caller Name: Maria Snider Contact Information: 314-220-8808 Summary: Jeanne is 87 years old and fractured her right shoulder and will be having surgery on September 16, 2025 at St Joseph Hospital. She will have to stay overnight and be discharged home the next day. The family is currently assisting with care during the day and Jeanne will need overnight care for safety. Healing time will take between six to eight weeks. Before her fall Jeanne was living independently with her husband who is self sufficient and sleeps during the night. Jeanne is a night owl and does not go to sleep until around 1am. Maria asked that the team not speak about funds during the meeting as Jeanne is aware that she needs assistance but funds may interfere with beginning care. Jeanne will do well with a caregiver that will give her options vs telling her what to do. She is described as being strong willed. The family would like to meet on Wednesday, September 10, 2025 at 11am to discuss more in detail. Please reach out to Maria to confirm. Referral Account: Google Salesforce Link: https://homecareassistance.lightning.force.com/lightning/r/Account/001UH00000d5v0oYAA/related/Opportunities/view Quoted: $36 - $40 Address: 1092 Pearview Drive, Saint Peters, MO 63376 Schedule: 8pm - 8am (unsure how many days a week at this time) Duration of Care: 1 - 6 months ANTICIPATED SOC: Wednesday, September 17, 2025 *Warmest Regards,* *Aretha Ilion* *TheKey Homecare * *Lead Homecare Advisor* *aretha.ilion@thekey.com* *Office Number - 414-207-6848* *Cell Number - 414-208-5430* --0000000000006c052b063e4c9fb4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable ASSESSMENT NEEDED CSM/GM/H= CL to call and=C2=A0 introduce yourself and confirm the intake assessment/c= onsultation. Please 'reply all' to this email to confirm receipt of= this request and who will be completing the assessment. =C2=A0 Client Name: Jeanne Sitz <span style=3D"f= ont-size:10pt;font-family:Arial,sans-serif;background-color:transparent;fon= t-weight:700;font-variant-numeric:normal;font-variant-east-asian:normal;fon= t-variant-alternates:normal;vertical-align:b