--0000000000007e196b063b50b925 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have left two voicemails but I haven=E2=80=99t gotten a call back from Je= ff yet. On Fri, Aug 1, 2025 at 10:28=E2=80=AFAM Aretha Ilion wrote: > @Emily Swackhamer was this assessment > confirmed? Thank you! > > > *Warmest Regards,* > > *Aretha Ilion* > *TheKey Homecare * > *Lead Homecare Advisor* > *aretha.ilion@thekey.com* > *Office Number - 414-207-6848* > *Cell Number - 414-208-5430* > > > On Tue, Jul 29, 2025 at 4:42=E2=80=AFPM Aretha Ilion > wrote: > >> ASSESSMENT NEEDED >> >> >> CSM/GM/HCL to call and introduce yourself and confirm the intake >> assessment/consultation. Please 'reply all' to this email to confirm >> receipt of this request and who will be completing the assessment. >> >> Client Name: Sandy O=E2=80=99Fallon >> >> >> Caller Name: Jeff O=E2=80=99Fallon (Son) >> >> >> Contact Information: (314) 583-8896 - ofallon.jeff@gmail.com >> >> >> Summary: Sandy has been diagnosed with Dementia. She will be resistant >> to care but Jeff has gotten her to agree to meeting with the team. She >> works well with verbal prompting. Balanced care method and enhanced >> dementia training was reviewed. We talked a lot about nurturing the >> relationship and that it will take time to develop. The goal is to keep = her >> in her own environment even if it's a stepping stone to a move farther d= own >> the road. Jeff would like to meet in person on Wednesday, August 6, 2025 >> at 4pm due to him working until 3:30PM. A tentative assessment has been >> scheduled. Please reach out to Jeff to confirm and adjust SF accordingly= . >> >> >> Referral Account: Internet >> >> >> >> Salesforce Link: >> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH= 00000ZykBuYAJ/related/Opportunities/view >> >> >> Quoted: $36 - $42 >> >> >> Address: 604 Thunderbird Court >> >> - A, Chesterfield, MO 63017 >> >> >> Schedule: 11- 20hrs >> >> >> Duration of Care: Greater than 6 months >> >> >> ANTICIPATED SOC: TBD >> >> >> *Warmest Regards,* >> >> *Aretha Ilion* >> *TheKey Homecare * >> *Lead Homecare Advisor* >> *aretha.ilion@thekey.com* >> *Office Number - 414-207-6848* >> *Cell Number - 414-208-5430* >> > --0000000000007e196b063b50b925 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have left two voicemails but I haven=E2=80=99t gotten a= call back from Jeff yet.=C2=A0 On Fri, Aug 1, 20= 25 at 10:28=E2=80=AFAM Aretha Ilion < aretha.ilion@thekey.com > wrote: = @Emily Swackhame= r =C2=A0was this assessment confirmed? Thank you!