Phone Assessment Needed- Julie Unknown

From
Liesel Springall <liesel.springall@thekey.com>
To
stlouis-intake@homecareassistance.com
Date
Mon, 9 Feb 2026 08:59:45 -0800
Folder
INBOX
--000000000000a59a74064a671110 Content-Type: text/plain; charset="UTF-8" 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: 2/10 between 10am-4pm Client Name: Julie Chatter Notes: Andrea was referred to us by John Hancock LTCI. It was a little difficult to understand her due to her accent and connection issues. She is seeking services for her 75-year-old mother, Julie, who is currently at Barnes hospital. Julie resides with her 85 yr old husband. She had colon SX and has an ostomy bag. She also has anxiety which is being managed. Andrea thinks she also has PTSD from the surgery. She is alert and oriented. She uses a WC to ambulate. They hope she will be able to transition to using a walker. She needs hands on ADL assistance. Andrea wants 24/7 CGs at this time. They have used CGs before and is calling around to find the best rates. She is also considering live in CGs. She did not wish to provide me with a last name, address nor email but requested a phone AX 2/10 between 10am-4pm Rates quoted: $36-$40 and $600 Live in rate. She mentioned John Hancock pays $400 per day for a CG. Caller Name: Andrea Caller Phone number: (314) 536-0055 Referral Account: John Hancock LTCI SF LINK: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000ZwgifYAB/view?ws=%2Flightning%2Fr%2FTask%2F00TUH00000qkkVW2AY%2Fview%3Fchannel%3DOPEN_CTI Range Quoted: $36-$40 and $600 Live in Address: Did not wish to provide Weekly Hours: 24/7 care Duration of Care: 1-6 months or greater ANTICIPATED SOC: TBD *Regards,* *Liesel Springall, MHA* *Lead Home Care Advisor* liesel.springall@thekey.com Office: (773) 747-7911 https://thekey.com --000000000000a59a74064a671110 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello , The below Opportunity is ready for an ass= essment! An intake call has already been conducted. Please contact the call= er to introduce yourself and confirm the assessment d

Thread (50)