Yes, thank you. This has been moved to 1:30pm today
On Tue, Feb 24, 2026 at 10:25 AM Rebbecca Foulon <rebbecca.foulon@thekey.com>
wrote:
> Hello, team!
>
> I just want to make sure you received this assessment email, as I haven't
> received confirmation. Thank you!
> ---------- Forwarded message ---------
> From: Rebbecca Foulon <rebbecca.foulon@thekey.com>
> Date: Mon, Feb 23, 2026 at 3:39 PM
> Subject: [Assessment Scheduled] | John, G Assessment 02/24 Midwest
> To: weblead@thekey.com <weblead@thekey.com>, rebbecca.foulon@thekey.com <
> rebbecca.foulon@thekey.com>, stlouis-intake@homecareassistance.com <
> stlouis-intake@homecareassistance.com>
>
>
> Hello Team,
>
> An assessment has been scheduled for the following client:
>
> - Fast Start: false
> - Anticipated Tier: Tier 2
> - Proposed Start Date for Care: March 2, 2026
> - Type: In Person
>
> *Client Name:* John Greeson JR
>
> *Phone Number:* (314) 570 - 0307
>
> *Address: *, , , 63038
>
> *Priority Zip:*
>
> *Assessment Date/Time:* 2/24/2026, 2:00 PM
>
> *Referral Account: *Web Lead/Inquiry
>
> *Salesforce Link:* John Greeson JR – St. Louis – 3/2/2026
> <https://homecareassistance.my.salesforce.com/006UH00000ah6iDYAQ>
>
> *Proposed Schedule:*
>
> - Scheduled by: Rebbecca Foulon
>
>
>
> *Client Summary: *
>
> *This summary was generated by AI and may contain errors. This summary was
> generated on February 23, 2026 at 3:37 PM PST.*
>
> *Opportunity Overview:*
>
> - Stage is Assessment Pending with an anticipated start of care on
> March 2, 2026
> - Office: St. Louis
> <https://homecareassistance.my.salesforce.com/a0L5e000002VWBxEAO>
> - Primary care need is Companion Care for a loved one with Alzheimer's
> disease
> - Care required most of the day (11-20 hours weekly) with private pay
> funding
> - Rates quoted at $36-$40 with estimated amount of $13,824
>
> *Assessment Information:*
>
> - Assessment status is Pending Scheduled Date
> - Scheduled by Rebbecca Foulon
> <https://homecareassistance.my.salesforce.com/005UH00000Gj53xYAB>
> - Compliance classification is Non-Regulated
> - Assessment record: John Greeson JR – St. Louis – 3/2/2026
> <https://homecareassistance.my.salesforce.com/a0NUH000009sxPJ2AY>
>
> *Client Information:*
>
> - Client: John Greeson JR
> <https://homecareassistance.my.salesforce.com/001UH00000nId1zYAC>
> - Location: 63038 zip code area
> - Preferred communication method is phone
> - Care need stems from safety concerns with driving and living alone,
> plus medication adherence issues
>
> *Referral Source:*
>
> - Referral Account: Web Lead/Inquiry
> <https://homecareassistance.my.salesforce.com/0015e00000QMKJfAAP>
> - Category: Consumer Marketing
> - Main Point of Contact: Art De Los Santos
> <https://homecareassistance.my.salesforce.com/0037V00002cPJVBQA4>
>
> *Action Items and Next Steps:*
>
> - Assessment needs to be scheduled - currently shows "Pending
> Scheduled Date"
> - Client requested to call back after father's driving test
> - No next steps are currently logged in the system
> - Follow-up contact information has been provided to the client
>
> Please coordinate with the Care Team to prepare for Start of Care.
>
>
>
> Thank you,
>
> The LHA Team
>
>
> --
> Rebbecca Foulon, MHA
> Lead Homecare Advisor
> rebbecca.foulon@thekey.com
> Office: (682) 289-0256
> https://thekey.com
> <https://thekey.com>
>