Re: Phone Assessment Needed- Julie Unknown

From
Sarah Tenny <sarah.tenny@thekey.com>
To
Liesel Springall <liesel.springall@thekey.com>
CC
stlouis-intake@homecareassistance.com
Date
Mon, 9 Feb 2026 11:30:06 -0600
Folder
INBOX
--0000000000000efb88064a677ee1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Confirmed On Mon, Feb 9, 2026 at 11:00=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: 2/10 between 10am-4pm > > Client Name: Julie > > Chatter Notes: Andrea was referred to us by John Hancock LTCI. It was a > little difficult to understand her due to her accent and connection issue= s. > She is seeking services for her 75-year-old mother, Julie, who is current= ly > at Barnes hospital. Julie resides with her 85 yr old husband. She had col= on > SX and has an ostomy bag. She also has anxiety which is being managed. > Andrea thinks she also has PTSD from the surgery. She is alert and orient= ed. > > She uses a WC to ambulate. They hope she will be able to transition to > using a walker. She needs hands on ADL assistance. > > Andrea wants 24/7 CGs at this time. They have used CGs before and is > calling around to find the best rates. She is also considering live in CG= s. > She did not wish to provide me with a last name, address nor email but > requested a phone AX 2/10 between 10am-4pm > > Rates quoted: $36-$40 and $600 Live in rate. She mentioned John Hancock > pays $400 per day for a CG. > > Caller Name: Andrea > > Caller Phone number: (314) 536-0055 > > Referral Account: John Hancock LTCI > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000ZwgifYAB/view?ws=3D%2Flightning%2Fr%2FTask%2F00TUH00000qkkVW2AY%2Fv= iew%3Fchannel%3DOPEN_CTI > > Range Quoted: $36-$40 and $600 Live in > > Address: Did not wish to provide > > Weekly Hours: 24/7 care > > Duration of Care: 1-6 months or greater > > ANTICIPATED SOC: TBD > *Regards,* > *Liesel Springall, MHA* > *Lead Home Care Advisor* > liesel.springall@thekey.com > Office: (773) 747-7911 > https://thekey.com > > --=20 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 * --0000000000000efb88064a677ee

Thread (3)