Re: New Client AX Scheduled: Rebecca Geising, 2/2/26 at 8:30am CST

From
Sarah Tenny <sarah.tenny@thekey.com>
To
Rebbecca Foulon <rebbecca.foulon@thekey.com>
CC
stlouis-intake@homecareassistance.com, Amanda Ominsky <amanda.ominsky@thekey.com>
Date
Thu, 29 Jan 2026 17:36:47 -0600
Folder
INBOX
--0000000000002e3b7506498f5566 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I called Rebecca to confirm. She sounded like she was crying. She said she had to cancel the assessment because her daughter won=E2=80=99t let her go = through with it. Sarah Tenny, BSN, MSN Client Success Manager sarah.tenny@thekey.com Mobile: (314) 718-6255 Office: (314) 863-8989 TheKey.com *We value your feedback. Please leave us a Google review * On Thu, Jan 29, 2026 at 5:13=E2=80=AFPM Rebbecca Foulon wrote: > Hello St. Louis, > > 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: 2/2/26 at 8:30am CST > > Client Name: Rebecca Giesing > > Chatter Notes: Client is disabled and is on 4L of O2 due to COPD, uses a > walker to ambulate. Client is 67 years and she lives with her daughter an= d > her family. At the end of our conversation, her daughter was chiming in > and yelling at her. I asked if everything was ok and she couldn't tell me > much and asked to call me back. Just a note of caution if the daughter is > there during the AX, as I think there's possibly some issues going on in > the home with the family. > > Needs: Rx pickups, showering, med reminders, cooking/meal prep > > Referral source: Google > > Pets: No > > Smokers: No > > Schedule: 12 hours a week > > Address: 3435 Sims Ave, St. Anne, MO > > > > Caller Name: Rebecca Giesing, client > > Caller Phone number: 314.413.2445 > > Referral Account: Web lead > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000ZQIy1YAH/view?ws=3D%2Flightning%2Fr%2FSalesVue__Plan_Task__c%2Fa5LU= H000002mv9K2AQ%2Fview > > Range Quoted: $36-$40 > > Address: 3435 Sims Ave., St. Ann, MO > > > Weekly Hours: 12 to start > > Duration of Care: 1-6 months, possibly longer > > ANTICIPATED SOC: TBD > > > -- > Rebbecca Foulon, MHA > Lead Homecare Advisor > rebbecca.foulon@thekey.com > Office: (682) 289-0256 > https://thekey.com > > --0000000000002e3b7506498f5566 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I called Rebecca to confirm. She sounded like she was cry= ing. She said she had to cancel the assessment because her daughter won=E2= =80=99t let her go through with it.=C2=A0 Sarah Tenny, BSN, MS= N Client Success Manager =20 sarah.tenny@thekey.com Mobile: (314) 718-6255 Office: (314) 863-8989 = TheKey.com We value your = feedback. Please leave us a Google review On Thu, Jan 29, 2026 at 5:13=E2=80=AFPM Rebbecca Foulon rebbecca.foulon@thekey.com = wrote: He= llo St. Louis, The below Opportunity is ready for an assessment! An = intake call has already been conducted. Please contact the caller to introd= uce yourself and confirm the assessment date/time. **Please confirm the CSM completing assessment. ** Assessment Date= and Time: 2/2/26 at 8:30am CST Client Name:=C2=A0Rebecca Giesing <span style=3D"font-size:12pt;font-family:Arial,= sans-serif;font-variant-numeric:normal;font-variant-east-asian:normal;font-= variant-alternates:normal;vertic

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