Joan called and said they chose a competitor due to more hour/schedule
flexibility. She is canceling AX. I asked her to keep us in mind in case
they become dissatisfied with the competitor. Thanks!
*Regards,*
*Liesel Springall, MHA*
*Lead Home Care Advisor*
liesel.springall@thekey.com
Office: (773) 747-7911
https://thekey.com
<https://thekey.com>
On Wed, Feb 25, 2026 at 10:15 AM Sarah Tenny <sarah.tenny@thekey.com> wrote:
> Hi Liesel! Can you please reschedule this for next week? I have caregiver
> orientation all day tomorrow and I am booked all day on Friday. Thank you!
>
> On Wed, Feb 25, 2026 at 11:59 AM Liesel Springall <
> liesel.springall@thekey.com> wrote:
>
>> Hello Team,
>>
>> An assessment has been scheduled for the following client:
>>
>> - Fast Start: false
>> - Anticipated Tier: Tier 2
>> - Proposed Start Date for Care: February 27, 2026
>> - Type: In Person
>>
>> *Client Name:* Florinda Zamudio
>>
>> *Phone Number:* (314) 422-6492
>>
>> *Address: *, , , 63044
>>
>> *Priority Zip:*
>>
>> *Assessment Date/Time:* 2/26/2026, 10:30 AM
>>
>> *Referral Account: *Word of Mouth
>>
>> *Salesforce Link:* Florinda Zamudio – St. Louis – 2/27/2026
>> <https://homecareassistance.my.salesforce.com/006UH00000anVxBYAU>
>>
>> *Proposed Schedule:*
>>
>> - Scheduled by: Liesel Springall
>>
>>
>>
>> *Client Summary: *
>>
>> *This summary was generated by AI and may contain errors. This summary
>> was generated on February 25, 2026 at 9:43 AM PST.*
>>
>> *Opportunity Overview:*
>>
>> - Stage is Assessment Pending for St. Louis
>> <https://homecareassistance.my.salesforce.com/a0L5e000002VWBxEAO>
>> office
>> - Primary care need is End-of-Life Care for a 95-year-old client who
>> is bedbound and incontinent but alert and oriented
>> - Client is currently receiving hospice services through Heartland
>> hospice
>> - Anticipated start of care is February 27, 2026
>> - Weekly hours requested: 21-30 hours with rates quoted at $36-$40
>> - Duration of care expected: 1-6 months
>>
>> *Assessment Information:*
>>
>> - Assessment status: Pending Scheduled Date
>> - Compliance classification: Non-Regulated
>> - Scheduled by: Liesel Springall
>> <https://homecareassistance.my.salesforce.com/005UH00000HQRSbYAP>
>> - Assessment record: Florinda Zamudio – St. Louis – 2/27/2026
>> <https://homecareassistance.my.salesforce.com/a0NUH000009wF4j2AE>
>>
>> *Client Information:*
>>
>> - Client: Florinda Zamudio
>> <https://homecareassistance.my.salesforce.com/001UH00000nQBoPYAW>,
>> age 95
>> - Primary contact: Dave and Joann
>> - Preferred communication method: Phone
>> - Location: 63044 zip code area
>>
>> *Referral Source:*
>>
>> - Referral Account: Word of Mouth
>> <https://homecareassistance.my.salesforce.com/0015e00000QMGjjAAH>
>> - Category: Word of Mouth
>> - Context: Dave and Joann heard about services through his wife Joan
>>
>> *Action Items and Next Steps:*
>>
>> - Schedule assessment date - currently pending
>> - Assessment needs to be completed before anticipated start of care
>> on February 27, 2026
>> - No next steps currently logged in system
>>
>> Please coordinate with the Care Team to prepare for Start of Care.
>>
>>
>>
>> Thank you,
>>
>> The LHA Team
>>
>
>
> --
> Sarah Tenny, BSN, MSN
> Client Success Manager
> sarah.tenny@thekey.com
> Mobile: (314) 718-6255
> Office: (314) 863-8989
> TheKey.com <https://thekey.com/>
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