--000000000000b6cd4a063c6854a2 Content-Type: multipart/alternative; boundary="000000000000b6cd49063c6854a1" --000000000000b6cd49063c6854a1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning Emily! Can I please get an update regarding the assessment? It was scheduled for yesterday. Thank you and happy Friday! On Thu, Aug 14, 2025 at 7:06=E2=80=AFAM Liesel Springall wrote: > Good morning! Yes, she was clear regarding her needing care the first 2 > days since she is having surgery. However, she is unsure regarding her > subsequent needs. She will need assistance after the sx as well and would > like to determine the schedule at the time of the assessment. Hope this > explanation provides the information you need. Please let me know if you > have any questions. Thank you! > > On Wed, Aug 13, 2025 at 5:08=E2=80=AFPM Emily Swackhamer emily.swackhamer@thekey.com> wrote: > >> Hi all, >> >> Could I get some clarity as to why this was pushed to an assessment? It >> is a Tier 4 web lead and it looks like she is wanting transportation and >> care to and from the hospital. I am not seeing long term intention here = or >> the billable hours to back this up. Please advise. >> >> Emily >> >> On Wed, Aug 13, 2025 at 12:17=E2=80=AFPM Liesel Springall > liesel.springall@thekey.com> wrote: >> >>> Hello , >>> >>> The below Opportunity is ready for an assessment! An intake call has >>> already been conducted. Please contact the caller to introduce yourself= and >>> confirm the assessment date/time. >>> >>> **Please confirm the CSM completing assessment. ** >>> >>> Assessment Date and Time: 8/14 10am *In person >>> >>> Client Name: Jennifer Germanese >>> >>> Chatter Notes:Jennifer called stating she thought about our services >>> and is ready to move forward with the AX. Lindsey, RIM was unavailable.= I >>> provided info regarding our complimentary assessment and she agreed to = have >>> an in person AX 8/14 at 10am. >>> Her foot SX is scheduled 9/4 at 7am. She will need to start services >>> that day from 5am-5pm, the following day 9/5 from 6am-6pm and she will >>> discuss additional days at the time of the assessment >>> >>> - >>> - >>> >>> >>> Caller Name:Jennifer Germanese >>> >>> Caller Phone number: (636) 891-1250 >>> >>> Referral Account: Web lead >>> >>> SF LINK: >>> https://homecareassistance.lightning.force.com/lightning/r/Account/001U= H00000bZUMAYA4/view?ws=3D%2Flightning%2Fr%2FTask%2F00TUH00000eunwz2AA%2Fvie= w%3Fchannel%3DOPEN_CTI >>> >>> Range Quoted: $36-$40 >>> >>> Address:940 Kimswick Manor Ln. Ballwin, MO 63011 >>> >>> Weekly Hours: TBD >>> >>> Duration of Care: Less than a month >>> >>> ANTICIPATED SOC: 9/4 >>> >>> >>> >>> -- >>> >>> Regards, >>> >>> *Liesel Springall,MHA* >>> >>> *Regional Intake Manager* >>> >>> *liesel.springall@thekey.com * >>> >>> TheKey.com >>> >>> [image: image.png] >>> >> > > -- > > Regards, > > *Liesel Springall,MHA* > > *Regional Intake Manager* > > *liesel.springall@thekey.c