--0000000000003d31f70642b5b498 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 a= nd > 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/00= 6UH00000VSkkPYAT/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 starte= d > and be prepared as her care needs increase over time. Lately she is showi= ng > a need for some companionship, she is quite lonely and would benefit from > having someone in the home with her during the week. I let him know we ca= n > work with them during the assessment to determine things we can assist wi= th > 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 are > 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 > > --0000000000003d31f70642b5b498 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi! Confirming this was seen & handled? Judy is e= xpecting a call to confirm. Gigi Sp= ortelli Lead Homeca= re Advisor <font style=3D"vertical-align: