Re: OPPORTUNITY CREATED/ ASSESSMENT SCHEDULED: Allie Colvett

--000000000000c1399a063bb3cc27 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable A message was left with call back instructions On Wed, Aug 6, 2025 at 9:29=E2=80=AFAM Gayle Soulides wrote: > 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: August 7, 1PM > > Client Name: Allie Colvett > > Chatter Notes: > > GenWorth LTC. Sue has not spoken with Care Scout yet. She may appreciate > guidance in initiating the Long Term Care policy. > > Sue reached out to TheKey for her mother, Allie 100 years old. Allie is i= n > good health, takes no medications, does not see the doctor. She lives in > her own home and Sue is her primary caregiver. Sue describes Allie as bei= ng > pleasantly confused and needs assistance and verbal queuing to complete > most ADLS. Sue helps her mother with her meals, showers, and errands. All= ie > is mobile with minimal assistance. When out of the home she uses a cane a= nd > someone holding an arm , otherwise she uses a walker in her home . She is > hard of hearing but has hearing aids.S he will not be able to use them > without assistance. Allie is very sweet and communicates well but Sue fee= ls > she is lonely. We discussed the importance of regular engagement and its > relation to healthy aging. I told her I thought it would be advantageous = to > have a second person for Allie to spend time with. I explained our > personalized care plans that will include her mother's past interests, > hobbies, favorite songs and books, in order for us to make a deeper > connection with her. > > Sue also stated that she likes to travel and that she'd like to be able t= o > call on an agency at those times that she wants to take a week vacation o= r > weekend vacations. I explained to Sue that TheKey is a long term care > solution for families. We require a set schedule. I reviewed minimum hour= s > (12per week) and rates $36-$40. However, once Allie is a client, Sue is > welcome to call on TheKey to add hours in the event she will be out of > town, or if Sue is not feeling well and cannot tend to her mother, or she > simply needs a break. Sue thought that sounded like an excellent plan. > > Caller Name: Sue Agosta > > Caller Phone number: (314) 398-1293 > > Referral Account: GenWorth > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000RaSmDYAV/view?ws=3D%2Flightning%2Fr%2FLead%2F00QUH00000O4vzZ2AR%2Fv= iew > > Range Quoted: $36-$40 I did not provide Care Scout rates as she has not > spoken with them yet > > Address: 348 Cherry Hill Dr, Ellisville > > (Sue said Ballwin but the address Googles in Ellisville) > > Weekly Hours: 12 hrs per week to start > > Duration of Care: Long term > > ANTICIPATED SOC: 8/16 > > Best Regards, > > Gayle