[Assessment Scheduled] | Stephen, J Assessment 03/30 Midwest

From
Tyler Dearing <tyler.dearing@thekey.com>
To
"tyler.dearing@thekey.com" <tyler.dearing@thekey.com>, "stlouis-intake@homecareassistance.com" <stlouis-intake@homecareassistance.com>
Date
Fri, 27 Mar 2026 17:44:16 +0000 (GMT)
Folder
INBOX
------=_Part_1980_670114354.1774633456740 Content-Type: multipart/alternative; boundary="----=_Part_1979_2342873.1774633456740" ------=_Part_1979_2342873.1774633456740 Content-Type: text/plain; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team,An assessment has been scheduled for the following client:Fast S= tart: falseAnticipated Tier: Tier 2Proposed Start Date for Care: April 6, 2= 026=A0Type: In PersonClient Name: Stephen JacksonPhone Number: 3142761557= =A0Address: 14 Edgemere Court, Florissant, Missouri, 63033Priority Zip: Ass= essment Date/Time: 3/30/2026, 1:00 PMReferral Account: GoogleSalesforce Lin= k: Stephen Jackson =96 St. Louis =96 4/6/2026=A0=A0Proposed Schedule: Sched= uled by:=A0Tyler Dearing=A0=A0Client Summary:=A0=A0This summary was generat= ed by AI and may contain errors. This summary was generated on March 27, 20= 26 at 10:43 AM PDT. Opportunity Overview: Stage is Assessment Scheduled with anticipated start of care on April 6, 20= 26Office: St. LouisExisting client returning for care after previous servic= e ended in May 2022Weekly hours: 21-30 hours with intended schedule Monday,= Tuesday, Friday 8am-4pmDuration of care expected to be greater than 6 mont= hs Assessment Information: Status: Pending Scheduled DateAssessment scheduled for March 30, 2026 at 1:= 00 PMScheduled by: Tyler DearingCompliance: Non-Regulated Client Information: Client: Stephen Jackson, age 59Primary contact: Patricia Jackson at (314) 2= 76-1557Address: 14 Edgemere Court, Florissant, MO 63033Previous service his= tory: Last served from May 23, 2022Diagnosis: Frontal temporal lobe dementi= a, condition has progressed since previous serviceCare needs: Companionship= and activity-based care, cognitive stimulation at appropriate level Referral Source: Referral account: GoogleCategory: Consumer MarketingNo specific main point = of contact identified Action Items and Next Steps: Assessment scheduled for March 30, 2026 at 1:00 PM requires completionSyste= m flag indicates "No next step(s) logged" - follow-up actions need to be do= cumentedClient requires specialized dementia care approach given behavioral= considerations and agitociaCare plan should focus on companionship, simple= activities like coloring and drawing, and structured routinePlease coordin= ate with the Care Team to prepare for Start of Care.=A0Thank you,=A0=A0The = LHA Team ------=_Part_1979_2342873.1774633456740 Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team, An assessment has been scheduled for the followi= ng client: Fast Start: false Anticipated Tier: Tier 2 Proposed Start Date for Care: April 6, 2026 Type: In Pe= rson Client Name: Stephen Jackson Phone Number= : 3142761557 Address: 14 Edgemere Court, Florissant, Misso= uri, 63033 Priority Zip: Assessment Date/Time: 3/30/2026, 1:00 PM Referral Account: Google = Salesforce Link: Stephen Jackson =96 = St. Louis =96 4/6/2026 Proposed Schedule: Scheduled by: Tyler Dearing Client Summary: This summary was generated by AI and may cont= ain errors. This summary was generated on March 27, 2026 at 10:43 AM PDT. Opportunity Overview: Stage is Assessment Scheduled with anticipated start of care on Apr= il 6, 2026 Office: St. Louis Existin= g client returning for care after previous service ended in May 2022 Weekly hours: 21-30 hours with intended schedule Monday, Tuesday, Friday = 8am-4pm Duration of care expected to be greater than 6 months Assessment Information: Status: Pending Scheduled Date Assessment scheduled for Mar= ch 30, 2026 at 1:00 PM Scheduled by: Tyler Deari= ng Compliance: Non-Regulated Client Information: Client: Stephen Jackson , age 59 Prim= ary contact: Patricia Jackson at (314) 276-1557 Address: 14 Edgemer= e Court, Florissant, MO 63033 Previous service history: Last served= from May 23, 2022 Diagnosis: Frontal temporal lobe dementia, condi= tion has progressed since previous service Care needs: Companionshi= p and activity-based care, cognitive stimulation at appropriate level Referral Source: Referral account: Google Category: C= onsumer Marketing No specific main point of contact identified = Action Items and Next Steps: Assessment scheduled for March 30, 2026 at 1:00 PM requires complet= ion System flag indicates "No next step(s) logged" - foll= ow-up actions need to be documented Client requires specialized dem= entia care approach given behavioral considerations and agitocia Ca= re plan should focus on companionship, simple activities like coloring and = drawing, and structured routine Please coordinate wi= th the Care Team to prepare for Start of Care. Thank you= , The LHA Team ------=_Part_1979_2342873.1774633456740-- ------=_Part_1980_670114354.1774633456740--

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