Re: ASSESSMENT REQUESTED :: Joan Schlangen :: Tuesday 11/4, 10:30 AM

From
Sarah Tenny <sarah.tenny@thekey.com>
To
Gigi Sportelli <giulia.sportelli@thekey.com>
CC
"St. Louis Intake" <stlouis-intake@thekey.com>
Date
2025-11-03 13:35:47
Folder
INBOX
--00000000000025ca070642b5d3ba Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Gigi, I called and left a message! On Mon, Nov 3, 2025 at 1:27=E2=80=AFPM Gigi Sportelli wrote: > Hi! Confirming this was seen & handled? Judy is expecting a call to > confirm. > > *Gigi Sportelli* > Lead Homecare Advisor > Direct :: 786-796-6527 > Learn More at TheKey.com > > > > On Mon, Nov 3, 2025 at 9:50=E2=80=AFAM Gigi Sportelli > wrote: > >> Hello St. Louis! >> >> 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. ** >> >> Requested Assessment Date and Time: Tuesday 11/4, 10:30 AM >> >> Client Name: Joan Schlangen >> >> Contact: Judy Kerr >> >> Phone Number: 314-369-2307 >> >> Referral Account: John Hancock >> >> SF LINK: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000VSkkPYAT/view/ >> >> Range Quoted: $36-$40 >> >> Assessment Address: 3830 Sunrise Way Drive St. Louis, Missouri 63125 >> >> Weekly Hours: TBD >> >> Duration of Care: Ongoing >> >> ANTICIPATED SOC: TBD at AX >> >> Client Notes: >> >> John Hancock referral >> >> Steve called for care for his mother Joan who lives independently and is >> starting to need a bit of additional help around the home. They haven't >> utilized her policy with John Hancock at all, but are ready to get start= ed >> and be prepared as her care needs increase over time. Lately she is show= ing >> a need for some companionship, she is quite lonely and would benefit fro= m >> having someone in the home with her during the week. I let him know we c= an >> work with them during the assessment to determine things we can assist w= ith >> during her daily life so her claim will be approved once opened. >> >> They have no experience with home care, so this will be new, but they ar= e >> ready to move fwd with a visit to discuss their options & next steps. >> >> 10:30 AM Tuesday 11/4 for meeting >> >> *Gigi Sportelli* >> Lead Homecare Advisor >> Direct :: 786-796-6527 >> Learn More at TheKey.com >> >> --=20 Sarah Tenny, BSN, MSN Client Success Manager sarah.tenny@thekey.com Mobile: (314) 718-6255 Office: (314) 863-8989 TheKey.com *We value your feedback. Please leave us a Google review * --00000000000025ca070642b5d3ba Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Gigi, I called and left a message! On Mon, Nov 3, 2025 at 1:27=E2=80=AFPM Gigi Sportelli &lt; giulia.sportelli@thekey.com &gt; wrote: Hi! Confirming this was seen &amp; handled? Judy is expecting a call = to confirm. <f= ont style=3D"vertical-ali

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