--000000000000277433063c53c76b Content-Type: multipart/alternative; boundary="000000000000277432063c53c76a" --000000000000277432063c53c76a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning! Yes, she was clear regarding her needing care the first 2 days since she is having surgery. However, she is unsure regarding her subsequent needs. She will need assistance after the sx as well and would like to determine the schedule at the time of the assessment. Hope this explanation provides the information you need. Please let me know if you have any questions. Thank you! On Wed, Aug 13, 2025 at 5:08=E2=80=AFPM Emily Swackhamer wrote: > Hi all, > > Could I get some clarity as to why this was pushed to an assessment? It i= s > a Tier 4 web lead and it looks like she is wanting transportation and car= e > to and from the hospital. I am not seeing long term intention here or the > billable hours to back this up. Please advise. > > Emily > > On Wed, Aug 13, 2025 at 12:17=E2=80=AFPM Liesel Springall liesel.springall@thekey.com> wrote: > >> 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: 8/14 10am *In person >> >> Client Name: Jennifer Germanese >> >> Chatter Notes:Jennifer called stating she thought about our services and >> is ready to move forward with the AX. Lindsey, RIM was unavailable. I >> provided info regarding our complimentary assessment and she agreed to h= ave >> an in person AX 8/14 at 10am. >> Her foot SX is scheduled 9/4 at 7am. She will need to start services tha= t >> day from 5am-5pm, the following day 9/5 from 6am-6pm and she will discus= s >> additional days at the time of the assessment >> >> - >> - >> >> >> Caller Name:Jennifer Germanese >> >> Caller Phone number: (636) 891-1250 >> >> Referral Account: Web lead >> >> SF LINK: >> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH= 00000bZUMAYA4/view?ws=3D%2Flightning%2Fr%2FTask%2F00TUH00000eunwz2AA%2Fview= %3Fchannel%3DOPEN_CTI >> >> Range Quoted: $36-$40 >> >> Address:940 Kimswick Manor Ln. Ballwin, MO 63011 >> >> Weekly Hours: TBD >> >> Duration of Care: Less than a month >> >> ANTICIPATED SOC: 9/4 >> >> >> >> -- >> >> Regards, >> >> *Liesel Springall,MHA* >> >> *Regional Intake Manager* >> >> *liesel.springall@thekey.com * >> >> TheKey.com >> >> [image: image.png] >> > --=20 Regards, *Liesel Springall,MHA* *Regional Intake Manager* *liesel.springall@thekey.com * TheKey.com [image: image.png] --000000000000277432063c53c76a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning! Yes, she was clear regarding her needing=C2= =A0care the first 2 days since she is having surgery. However, she is unsur= e regarding her subsequent needs. She wil