[Assessment Scheduled] | John, G Assessment 02/24 Midwest

From
Rebbecca Foulon <rebbecca.foulon@thekey.com>
To
"weblead@thekey.com" <weblead@thekey.com>, "rebbecca.foulon@thekey.com" <rebbecca.foulon@thekey.com>, "stlouis-intake@homecareassistance.com" <stlouis-intake@homecareassistance.com>
Date
Mon, 23 Feb 2026 23:39:15 +0000 (GMT)
Folder
INBOX
------=_Part_10409_43576528.1771889955228 Content-Type: multipart/alternative; boundary="----=_Part_10408_1146315205.1771889955228" ------=_Part_10408_1146315205.1771889955228 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: March 2, 2= 026=A0Type: In PersonClient Name: John Greeson JRPhone Number: (314) 570 - = 0307=A0Address: , , , 63038Priority Zip: Assessment Date/Time: 2/24/2026, 2= :00 PMReferral Account: Web Lead/InquirySalesforce Link: John Greeson JR = =96 St. Louis =96 3/2/2026=A0=A0Proposed Schedule: Scheduled by:=A0Rebbecca= Foulon=A0=A0Client Summary:=A0=A0This summary was generated by AI and may = contain errors. This summary was generated on February 23, 2026 at 3:37 PM = PST. Opportunity Overview: Stage is Assessment Pending with an anticipated start of care on March 2, 2= 026Office: St. LouisPrimary care need is Companion Care for a loved one wit= h Alzheimer's diseaseCare required most of the day (11-20 hours weekly) wit= h private pay fundingRates quoted at $36-$40 with estimated amount of $13,8= 24 Assessment Information: Assessment status is Pending Scheduled DateScheduled by Rebbecca FoulonComp= liance classification is Non-RegulatedAssessment record: John Greeson JR = =96 St. Louis =96 3/2/2026 Client Information: Client: John Greeson JRLocation: 63038 zip code areaPreferred communication= method is phoneCare need stems from safety concerns with driving and livin= g alone, plus medication adherence issues Referral Source: Referral Account: Web Lead/InquiryCategory: Consumer MarketingMain Point of= Contact: Art De Los Santos Action Items and Next Steps: Assessment needs to be scheduled - currently shows "Pending Scheduled Date"= Client requested to call back after father's driving testNo next steps are = currently logged in the systemFollow-up contact information has been provid= ed to the clientPlease coordinate with the Care Team to prepare for Start o= f Care.=A0Thank you,=A0=A0The LHA Team ------=_Part_10408_1146315205.1771889955228 Content-Type: tex

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