Thank you! I can reach out to see if I can connect. Is the date and time
okay?
*Warmest Regards,*
*Aretha Ilion*
*TheKey Homecare *
*Lead Homecare Advisor*
*aretha.ilion@thekey.com* <aretha.ilion@thekey.com>
*Office Number - 414-207-6848*
*Cell Number - 414-208-5430*
On Fri, Aug 1, 2025 at 12:02 PM Emily Swackhamer <
emily.swackhamer@thekey.com> wrote:
> I have left two voicemails but I haven’t gotten a call back from Jeff yet.
>
> On Fri, Aug 1, 2025 at 10:28 AM Aretha Ilion <aretha.ilion@thekey.com>
> wrote:
>
>> @Emily Swackhamer <emily.swackhamer@thekey.com> was this assessment
>> confirmed? Thank you!
>>
>>
>> *Warmest Regards,*
>>
>> *Aretha Ilion*
>> *TheKey Homecare *
>> *Lead Homecare Advisor*
>> *aretha.ilion@thekey.com* <aretha.ilion@thekey.com>
>> *Office Number - 414-207-6848*
>> *Cell Number - 414-208-5430*
>>
>>
>> On Tue, Jul 29, 2025 at 4:42 PM Aretha Ilion <aretha.ilion@thekey.com>
>> 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’Fallon
>>>
>>>
>>> Caller Name: Jeff O’Fallon (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 down
>>> 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/001UH00000ZykBuYAJ/related/Opportunities/view
>>>
>>>
>>> Quoted: $36 - $42
>>>
>>>
>>> Address: 604 Thunderbird Court
>>> <https://www.google.com/maps/search/604+Thunderbird+Court?entry=gmail&source=g>
>>> - 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* <aretha.ilion@thekey.com>
>>> *Office Number - 414-207-6848*
>>> *Cell Number - 414-208-5430*
>>>
>>