--000000000000e2541106476a8800 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Liesel! Sarah will handle this on Monday (: Bridgett Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 On Fri, Jan 2, 2026 at 8:51=E2=80=AFAM Liesel Springall wrote: > Hello , > > The below Opportunity is ready for an assessment! An intake call has > already been conducted. Please contact the caller to introduce yourself a= nd > confirm the assessment date/time. > > **Please confirm the CSM completing assessment. ** > > Assessment Date and Time:1/05 at 11am > > Client Name: Marsha Jones > > Chatter Notes: Terri was referred to us by Delmar Gardens Chesterfield. > She is seeking services for her 82-year-old mother, Marsha, who was > admitted to Delmar Gardens on Christmas Eve. DC date is unknown. Marsha h= as > Edema and is incontinent. She uses a purewick. She ambulates with a walke= r. > Marsha lives with Terri, she also has a cousin who assists. Terri wants o= ur > services three times per week for 4 hours while she is at work. She > mentioned CGs taking the Purewick off and putting a diaper on. I told her= I > will check with GM if the CGs are able to do that. If they cannot, since > they are non-clinical, she agreed that family can do it and leave a diape= r > on her that CGs can change. Marsha will also be receiving HH services so > she will have SN available. Marsha mentioned some bed sores and I infomre= d > her the HH RN will be the one evaluating those and providing treatments > > She is calling other home care agencies as well. We reviewed the BCM and > differentiators. > > Services needed: ADL hands on assistance, meal preparation, light > housekeeping and companionship > > Rates quoted: $36-$40, also mentioned our shift and weekly minimums > > She would like to proceed with a phone AX 1/5 at 11am > > Caller Name: Terri Coffman, Daughter > > Caller Phone number: (314) 650-9147 > > Referral Account:Deelmar Gardens Chesterfield > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000Y2MnFYAV/view?ws=3D%2Flightning%2Fr%2FTask%2F00TUH00000nfE1U2AU%2Fv= iew%3Fchannel%3DOPEN_CTI > > Range Quoted: $36-$44 > > Address: 7 Sungrove Dr. Maryland Heights MO 63043 > > > Weekly Hours: 3x per week for 4 hrs > > Duration of Care: 1-6 months > > ANTICIPATED SOC: TBD > > *Regards,* > *Liesel Springall, MHA* > *Lead Home Care Advisor* > liesel.springall@thekey.com > Office: (773) 747-7911 > https://thekey.com > > --000000000000e2541106476a8800 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Liesel! Sarah will handle this on Monday (: Bridgett Scherer = Director, Cl= ient Experience |=C2=A0 TheKey Mobile: 425.429.106= 4 = On Fri, Jan 2, 2026 at 8:51=E2=80=AFAM Liesel Springall <= ; liesel.springall@thekey.com= wrote: Hello , = The below Opportunity is ready for an assessment! An intake call has alrea= dy been conducted. Please contact the caller to introduce yourself and conf= irm the assessment date/time. **Please confirm the CSM completing as= sessment. ** Assessment Date and Time:1/05 at 11am Client Na= me: Marsha Jones <span style=3D"font-size:12pt= ;font-family:Arial,sans-serif;font-variant-numeric:normal;font-variant-east= -asian:n