Hi Liesel, This should be fixed now, please let us know if something else comes up, Max
On
Mon, 9 Feb at 1:18 PM
, Bridgett Scherer <bscherer@thekey.com> wrote:
Yes! This is the only one i've seen so far, everything else reflects the new changes.
Bee Scherer
Director, Client Experience | TheKey
Mobile: 425.429.1064
On Mon, Feb 9, 2026 at 10:16 AM Renee Drobek <renee.drobek@thekey.com> wrote:
@Bridgett Scherer (Bee) we will create a ticket and look into this. Is this the only one you have seen not come through properly?
On Mon, Feb 9, 2026 at 12:04 PM Bridgett Scherer <bscherer@thekey.com> wrote:
Hey guys, Happy Monday!
It looks like this email for STL didn't have the updates? Maybe I'm looking at it wrong but the other emails I've seen come through have had the ai client summary etc:
Bee Scherer
Director, Client Experience | TheKey
Mobile: 425.429.1064
---------- Forwarded message --------- From: Liesel Springall <liesel.springall@thekey.com> Date: Mon, Feb 9, 2026 at 8:43 AM Subject: [Assessment Scheduled] | Julie, P Assessment 02/10 Midwest To: salesforce@homecareassistance.com <salesforce@homecareassistance.com>, liesel.springall@thekey.com <liesel.springall@thekey.com>, stlouis-intake@homecareassistance.com <stlouis-intake@homecareassistance.com>
Hello Team,
An assessment has been scheduled for the following client:
Fast Start: false
Anticipated Tier: Tier 1
Proposed Start Date for Care: February 23, 2026
Client Name: Julie Pawson
Phone Number: (314) 536-0055
Address: , , , 63101
Priority Zip:
Assessment Date/Time: 2/10/2026, 10:00 AM
Referral Account: Internet
Salesforce Link: Julie Pawson – St. Louis – 2/23/2026
Proposed Schedule:
Scheduled by: Liesel Springall
Client Summary:
Please coordinate with the Care Team to prepare for Start of Care.
Thank you,
The LHA Team