--0000000000002ec613063c4664be Content-Type: multipart/alternative; boundary="0000000000002ec612063c4664bd" --0000000000002ec612063c4664bd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, Could I get some clarity as to why this was pushed to an assessment? It is a Tier 4 web lead and it looks like she is wanting transportation and care to and from the hospital. I am not seeing long term intention here or the billable hours to back this up. Please advise. Emily On Wed, Aug 13, 2025 at 12:17=E2=80=AFPM Liesel Springall 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: 8/14 10am *In person > > Client Name: Jennifer Germanese > > Chatter Notes:Jennifer called stating she thought about our services and > is ready to move forward with the AX. Lindsey, RIM was unavailable. I > provided info regarding our complimentary assessment and she agreed to ha= ve > an in person AX 8/14 at 10am. > Her foot SX is scheduled 9/4 at 7am. She will need to start services that > day from 5am-5pm, the following day 9/5 from 6am-6pm and she will discuss > additional days at the time of the assessment > > - > - > > > Caller Name:Jennifer Germanese > > Caller Phone number: (636) 891-1250 > > Referral Account: Web lead > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Account/001UH0= 0000bZUMAYA4/view?ws=3D%2Flightning%2Fr%2FTask%2F00TUH00000eunwz2AA%2Fview%= 3Fchannel%3DOPEN_CTI > > Range Quoted: $36-$40 > > Address:940 Kimswick Manor Ln. Ballwin, MO 63011 > > Weekly Hours: TBD > > Duration of Care: Less than a month > > ANTICIPATED SOC: 9/4 > > > > -- > > Regards, > > *Liesel Springall,MHA* > > *Regional Intake Manager* > > *liesel.springall@thekey.com * > > TheKey.com > > [image: image.png] > --0000000000002ec612063c4664bd Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, Could I get some clarity as to = why this was pushed to an assessment? It is a Tier 4 web lead and it looks = like she is wanting transportation and care to and from the hospital. I am = not seeing long term intention here or the billable hours to back this up. = Please advise. Emily On Wed, Aug 13, 2025= at 12:17=E2=80=AFPM Liesel Springall < liesel.springall@thekey.com > wrote: Hello , The below Opportunity is ready for an assessment! An intake call has = already been conducted. Please contact the caller to introduce