ASSESSMENT SCHEDULED: Theresa Liu-1/12 at 12:30pm CST- Kirkwood

From
Tayler Lacy <tayler.lacy@thekey.com>
To
"St. Louis Intake" <stlouis-intake@thekey.com>
CC
Amanda Ominsky <amanda.ominsky@thekey.com>
Date
2026-01-06 09:37:32
Folder
INBOX
--000000000000441fe10647b91eeb Content-Type: text/plain; charset="UTF-8" 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: 1/12/26 at 12:30pm Client Name: Theresa Liu SF LINK: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000YBhSgYAL/view?ws=%2Flightning%2Fr%2FAccount%2F001UH00000jQ094YAC%2Fview Chatter Notes:I spoke with Stephanie regarding care for her dad's significant other, Theresa. Theresa is 83 and suffers from Alzheimer's. Right now, Stephanie said she really wants someone there for companionship, gardening, puzzles with Theresa. She is sleeping a lot now so the mental stimulation is important. This is respite for her dad, so he can get out and go do things. They live at an assisted living facility, so it would be nice too to get her involved in the activities. She is thinking to start at the minimum, possibly 3x a week, 8-12pm shifts. They were quoted $36-$40 an hour- Theresa has an LTC policy and Stephanie believes there is a 90-day elimination period. She is looking to schedule the AX next week, so she can go on her lunch break. Her dad. Steve, will also be present. She would like to schedule it for 1/12 at 12:30pm- CST. Referral: APFM. No smoking or pets. @Bridgett Scherer and @Sarah Tenny Caller Name: Stephanie Sargent Caller Phone number: 314-503-9787 Referral Account: APFM Range Quoted:$36-$40 Address:420 South Kirkwood Road, Kirkwood, MO 63122 Weekly Hours: 3x a week, 4 hour shifts- possibly 8-12pm and days are unknown at this time Duration of Care: TBD ANTICIPATED SOC: TBD Tayler Lacy Lead Homecare Advisor tayler.lacy@thekey.com Mobile: (860) 609-9660 https://thekey.com --000000000000441fe10647b91eeb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello =C2=A0-=C2=A0 The below Opportunity is ready for an assessment! An intake call ha= s already been conducted. Please contact the caller to introduce yourself a= nd confirm the assessment date/time. **Please co= nfirm the CSM completing assessment. ** Assessment Date and Time: 1/12/26 at 12:30pm Client Name: Theresa Liu SF LINK:=C2=A0=C2=A0 https://homecareassist= ance.lightning.force.com/lightning/r/Opportunity/006UH00000YBhSgYAL/view?ws= =3D%2Flightning%2Fr%2FAccount%2F001UH00000jQ094YAC%2Fview Cha= tter Notes: I spoke with Stephanie regarding care for her dad&#= 39;s

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