--000000000000583d9e0649785b00 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Sarah Tenny @Bridgett Scherer (Bee) This will now be a phone assessment at 2pm tomorrow! On Wed, Jan 28, 2026 at 11:44=E2=80=AFAM Francesca Onorato wrote: > > > Subject Line: ASSESSMENT SCHEDULED: Sam Keller, 1/29/26, 11am > > 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: 1/29/26 11am > > Client Name: Sam Keller > > Chatter Notes: zip 63367 for dad had a stroke 4 months ago and leaving > snf, for ADL's, M-F 7:30am-9am, 4pm-9pm, goes to a day program for his > stroke, weekends 9am-8pm, 36-40, in WC currently, so working on transfers= , > of jenworth 28-35, coming home Saturday, will present info to mom and cal= l > back to schedule an assessment. > > Caller Name: Susan (wife) > > Caller Phone number: (636) 328-5553 > > Referral Account: Carescout > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000ZLYnKYAX/view?ws=3D%2Flightning%2Fr%2FAccount%2F001UH00000kyO8IYAU%= 2Fview > > Range Quoted: 28-36 > > Address: 202 Pigeon Dr Lake St. Louis 63367 > > Weekly Hours: 41+ > > Duration of Care: 1-6 months > > ANTICIPATED SOC: 1/31/26 > > > --000000000000583d9e0649785b00 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Sarah Tenny =C2=A0 @Bridgett Scherer (Bee) =C2=A0This will now be= a phone assessment at 2pm tomorrow! On Wed, Jan 28, 2026 at 11:44=E2=80= =AFAM Francesca Onorato < francesca.onorato@thekey.com > wrote: =09