------=_Part_6329_1138828622.1773177134853 Content-Type: multipart/alternative; boundary="----=_Part_6328_1745123687.1773177134853" ------=_Part_6328_1745123687.1773177134853 Content-Type: text/plain; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team,An assessment has been scheduled for the following client:Fast S= tart: falseAnticipated Tier: Tier 2Proposed Start Date for Care: March 16, = 2026=A0Type: In PersonClient Name: Dee YustPhone Number: 425-890-4140=A0Add= ress: 914 Sugar Lake Court, St. Peters, MO, 63376Priority Zip: Assessment D= ate/Time: 3/11/2026, 1:00 PMReferral Account: GoogleSalesforce Link: Dee Yu= st =96 St. Louis =96 3/16/2026=A0=A0Proposed Schedule: Scheduled by:=A0Fran= cesca Onorato=A0=A0Client Summary:=A0=A0This summary was generated by AI an= d may contain errors. This summary was generated on March 10, 2026 at 2:10 = PM PDT. Opportunity Overview: Stage is Assessment Pending for Dee Yust through St. Louis officePrimary ca= re need is Help Around the Home with immediate start requiredAnticipated st= art of care is March 16, 2026Duration expected to be 1-6 months with 11-20 = weekly hoursRate range quoted at $36-40 per hour Assessment Information: Assessment status is Pending Scheduled DateScheduled by Francesca OnoratoNo= n-regulated compliance levelAssessment record: Dee Yust =96 St. Louis =96 3= /16/2026 Client Information: Client account: Dee YustPrimary contact is Pat Rhey (daughter who made init= ial inquiry)Located in St. Peters, MO (63376)Preferred communication method= is phoneClient is fairly independent but needs assistance with IADLs inclu= ding meal prep, light housekeeping, and transportationFaith is important to= client (Catholic)Currently independent with bathing and dressing Referral Source: Referral from GoogleCategory: Consumer MarketingThis was a converted lead f= rom manual entry Action Items and Next Steps: Assessment needs to be scheduled - daughter requested in-person assessment = for 1pm with both daughter and sister able to attend with momNo next steps = currently logged in system (Next Task Status Flag indicates "No next step(s= ) logged")Family is agreeable to pricing and ready to proceed once assessme=