New Assessment needed- Marjorie Evans

Hello ,

The below Opportunity is ready for an assessment! An intake call has
already been conducted. Please contact the caller to introduce yourself and
confirm the assessment date/time.

**Please confirm the CSM completing assessment. **

Assessment Date and Time:10/8 at 4pm *In person

Client Name: Marjorie Evans

Chatter Notes: John's call was transferred to me. He is seeking services
for his mother, Marjorie, who resides with him. She uses a walker to
ambulate and needs ADL assistance (bathing, dressing, toileting due to
incontinence), meal preparation, and light housekeeping. She has CGs from
another agency, but he is trying to find a lower rate and needs longer
shifts. He would ideally like 6 days a week from 9 a.m. to 5 p.m. I
provided him with a rate range $36-$40. He is interested in an assessment
on 10/8 at 4 p.m. I scheduled AX

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Caller Name: John Evans

Caller Phone number: (314) 906-3932

Referral Account: Web lead

SF LINK:
https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000UOvYYYA1/view

Range Quoted: $36-$40

Address: 2015 S. Brand Blvd Apt 106 St. Louis MO 63103

Weekly Hours: Monday- Saturday 9am-5pm

Duration of Care: Greater than 6 months

ANTICIPATED SOC: 10/13
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Regards,

*Liesel Springall,MHA*

*Regional Intake Manager*

*liesel.springall@thekey.com <liesel.springall@thekey.com>*

TheKey.com <https://www.thekey.com/>

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