--000000000000f4dffd063e4d55f7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I spoke with Maria. She still needs to confirm the date and time with the rest of the family. I gave her my cell phone number to call or text and assured her I am happy to adjust timing if needed. On Mon, Sep 8, 2025 at 11:24=E2=80=AFAM Aretha Ilion wrote: > 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 overnig= ht > care for safety. Healing time will take between six to eight weeks. Befor= e > 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 no= t > 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/001UH0= 0000d5v0oYAA/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* > --000000000000f4dffd063e4d55f7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I spoke with Maria. She still needs to confirm the date a= nd time with the rest of the family. I gave her my cell phone number to cal= l or text and assured her I am happy to adjust timing if needed.=C2=A0 On Mon, Sep 8, 2025 at 11:24=E2=80=AFAM Aretha Ilion = < aretha.ilion@thekey.com &= gt; wrote: ASSESSMENT NEEDED = <span style=3D"font-size= :10pt;font