--000000000000db1f0b06489b6a30 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received! Sarah will confirm with the client. Thank you! Bee Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 On Sat, Jan 17, 2026 at 12:29=E2=80=AFPM Tayler Lacy 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:1/22- 2pm- phone AX > Client Name: Snigdha Pal > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000YnFghYAF/view > Chatter Notes:I spoke with Rimki who found us on a Google search. She > stated mom is 81, advanced stages of Parkinson's and at the end of her > life. Mom is bed bound currently and living with her son. She is planning > on moving in with Rimki on 3/19 and spend the rest of her time there. Rim= ki > states she is completely bed bound, but if she is having a good day, she > would assist the caregiver with getting her into a chair. During the shif= t > times, she will need to be fed as she cannot feed herself, cleaned, makin= g > sure she is taking her medication and changing her depends. We went throu= gh > what we can provide and medical services we cannot- she asked about Oxyge= n > and I explained we can assist getting it over her mouth but we cannot tou= ch > the tank. Medications- she understands it has to be hand over hand and th= at > we cannot measure or dose out meds. Right now, she eats soft foods such a= s > potatoes, cream of wheat, etc. and liquids with thickener in it. Rimki wi= ll > still be working so the schedule she is in need of would be: Monday, > Tuesday, Wednesday and Fridays 7am-6pm- on her days off she will need > assistance with: Thursday, Saturday and Sundays: 7-12pm & 3-7pm. She is > looking for consistency with the same caregivers, but knows for this > schedule it will be a few. Mom's heigh is 5'3 about 140lbs. She will be > paying privately and was quoted $36-$40 an hour. There are no pets or > smoking in the home. She would like to schedule a phone AX first on > Thursday on 1/22 at 2pm and then confirm her in person AX on on 3/19 at 3= pm > for when mom comes home. @Sarah Tenny > > and @Bridgett Scherer > > > Caller Name: Rimki > Caller Phone number: 515-664-0591 > Referral Account:Google > Range Quoted: $36-$40 > Address:343 Oak Stand Court, 63005 > > Weekly Hours: 41+ > Duration of Care: TBD > ANTICIPATED SOC: TBD > > > Tayler Lacy > Lead Homecare Advisor > tayler.lacy@thekey.com > Mobile: (860) 609-9660 > https://thekey.com > > > --000000000000db1f0b06489b6a30 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received! Sarah will confirm with the client. Thank you! Bee Scherer <table width