[Assessment Scheduled] | Marilyn, F Assessment 02/24 Midwest

From
Gigi Sportelli <giulia.sportelli@thekey.com>
To
"stlouis-intake@homecareassistance.com" <stlouis-intake@homecareassistance.com>, "giulia.sportelli@thekey.com" <giulia.sportelli@thekey.com>
Date
2026-02-24 14:28:59
Folder
INBOX
------=_Part_408_959422985.1771943339468 Content-Type: multipart/alternative; boundary="----=_Part_407_1653009092.1771943339468" ------=_Part_407_1653009092.1771943339468 Content-Type: text/plain; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team,An assessment has been scheduled for the following client:Fast S= tart: falseAnticipated Tier: Tier 3Proposed Start Date for Care: March 2, 2= 026=A0Type: In PersonClient Name: Marilyn FriedmanPhone Number: (314) 993-4= 596=A0Address: One McKnight Place Apt. 153, St. Louis, Missouri, 63124Prior= ity Zip: Priority 1Assessment Date/Time: 2/24/2026, 1:00 PMReferral Account= : The GatesworthSalesforce Link: Marilyn Friedman =96 St. Louis =96 3/2/202= 6=A0=A0Proposed Schedule: Scheduled by:=A0Gigi Sportelli=A0=A0Client Summar= y:=A0=A0This summary was generated by AI and may contain errors. This summa= ry was generated on February 24, 2026 at 6:28 AM PST. Opportunity Overview: Stage is Assessment Pending with anticipated start of care on March 2, 2026= Office: St. LouisWeekly care requirement is 41+ hours (primarily overnight = care 7:30pm-6:30am)Duration of care is expected to be less than 1 month ini= tiallyClient is an existing client returning after hospitalization and reha= bilitation Assessment Information: Status: Pending Scheduled DateScheduled By: Gigi SportelliAssessment record= : Marilyn Friedman =96 St. Louis =96 3/2/2026Compliance: Non-Regulated Client Information: Client: Marilyn Friedman, age 80Primary Contact: Larry MayRecent medical hi= story: Hospitalized for 9 days after a fall with head injury and seizures, = followed by memory care and assisted living staysCare needs: Overnight assi= stance primarily for bathroom support (client wakes 4-5 times per night)Cur= rent status: Recently discharged and making good progress with therapy eval= uations Referral Source: Referral Account: The GatesworthCategory: Senior CommunityMain Point of Con= tact: Jane Lynch Action Items and Next Steps: Schedule assessment visit (tentatively planned for 1pm today per recent com= munication)Client is ready to begin service as soon as Thursday or Friday t= his weekFamily emphasizes need for consistent caregivers due to previous st= ruggles with care continuityNo next steps currently logged in system - requ= ires immediate attentionCurrent aide through The Gatesworth Personal Care h= as been providing 11 hours overnight but family wants to transition to TheK= eyPlease coordi

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