Thanks for following up, Bee!
On Fri, Dec 26, 2025 at 1:58 PM Bridgett Scherer <bscherer@thekey.com>
wrote:
> Hey Cristal,
>
> I believe Sarah had another assessment booked for 2pm that day, so she
> conducted a phone assessment to accommodate the preferred time. We only
> have one person in STL performing assessments right now. I will dig into
> this further, thank you!
>
>
>
> Bridgett Scherer
>
> Director, Client Experience | TheKey
>
> Mobile: 425.429.1064
> <https://thekey.com>
>
>
> On Fri, Dec 26, 2025 at 10:51 AM Cristal Munoz <cmunoz@thekey.com> wrote:
>
>> Hi All,
>> Just flagging this for visibility. I'm sure there's a reason the CSM
>> conducted a phone assessment instead of at the rehab, but I'm sharing this
>> because the prospect was a little put off by it when he spoke to Liesel
>> given he was hoping for in-person.
>>
>> Best,
>> Cristal
>>
>>
>>
>>
>> ---------- Forwarded message ---------
>> From: Liesel Springall <liesel.springall@thekey.com>
>> Date: Fri, Dec 26, 2025 at 10:08 AM
>> Subject: Re: New In Person Assessment- 12/12 Richard McDonald
>> To: Sarah Tenny <sarah.tenny@thekey.com>
>> Cc: Bridgett Scherer <bscherer@thekey.com>, <
>> stlouis-intake@homecareassistance.com>
>>
>>
>> @Sarah Tenny <sarah.tenny@thekey.com> Good morning! Richard is wanting
>> to start care 12/30. He would like the following schedule: Tues, Thursday
>> and Saturday.
>> He has a doctor's appointment on 12/30 and needs the Caregiver (CG) from
>> 9 a.m. to 1 p.m. He needs the Caregiver (CG) to transport him to the
>> doctor's appointment that day. He said he was expecting Sarah to stop by
>> rehab but she called instead. He would like for her to send him consents to
>> the following gmail: rdmac1956@gmail.com and give him a call as soon as
>> possible. Thanks!
>>
>> *Regards,*
>> *Liesel Springall, MHA*
>> *Lead Home Care Advisor*
>> liesel.springall@thekey.com
>> Office: (773) 747-7911
>> https://thekey.com
>> <https://thekey.com>
>>
>>
>> On Fri, Dec 12, 2025 at 11:12 AM Liesel Springall <
>> liesel.springall@thekey.com> wrote:
>>
>>> No worries! Thanks Sarah
>>>
>>> *Regards,*
>>> *Liesel Springall, MHA*
>>> *Lead Home Care Advisor*
>>> liesel.springall@thekey.com
>>> Office: (773) 747-7911
>>> https://thekey.com
>>> <https://thekey.com>
>>>
>>>
>>> On Fri, Dec 12, 2025 at 10:53 AM Sarah Tenny <sarah.tenny@thekey.com>
>>> wrote:
>>>
>>>> Sorry for my delayed reply!! Assessment is confirmed
>>>>
>>>> On Thu, Dec 11, 2025 at 5:11 PM Liesel Springall <
>>>> liesel.springall@thekey.com> wrote:
>>>>
>>>>> Great! @Sarah Tenny <sarah.tenny@thekey.com> please call Richard
>>>>> today to confirm AX. He just called and is anxious. I realize it hasn't
>>>>> been long since I sent original email but he is anxious, so please follow
>>>>> up with him as soon as possible. Thank you so much!
>>>>> *Regards,*
>>>>> *Liesel Springall, MHA*
>>>>> *Lead Home Care Advisor*
>>>>> liesel.springall@thekey.com
>>>>> Office: (773) 747-7911
>>>>> https://thekey.com
>>>>> <https://thekey.com>
>>>>>
>>>>>
>>>>> On Thu, Dec 11, 2025 at 2:55 PM Bridgett Scherer <bscherer@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> We got it! @Sarah Tenny <sarah.tenny@thekey.com> will grab this,
>>>>>> thank you!
>>>>>>
>>>>>>
>>>>>> Bridgett Scherer
>>>>>>
>>>>>> Director, Client Experience | TheKey
>>>>>>
>>>>>> Mobile: 425.429.1064
>>>>>> <https://thekey.com>
>>>>>>
>>>>>>
>>>>>> On Thu, Dec 11, 2025 at 2:33 PM 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: 12/12 at 1pm *In person at Rehab Institute
>>>>>>> St. Louis (4455 Duncan Ave, St. Louis MO 63110
>>>>>>> <https://www.google.com/maps/search/4455+Duncan+Ave,+St.+Louis+MO+63110?entry=gmail&source=g>
>>>>>>>
>>>>>>> Client Name: Richard McDonald
>>>>>>>
>>>>>>> Chatter Notes:Richard was referred to us by the Rehabilitation
>>>>>>> Institute St. Louis. He is dc home or to his brother's home this Saturday
>>>>>>> 12/13. He had a fall in November and hit his head. He did not elaborate on
>>>>>>> medical conditions due to him stating it is too long of a story and he has
>>>>>>> some confusion as to what happened. He is ambulatory but rehab is
>>>>>>> suggesting for him to use a cane.
>>>>>>>
>>>>>>> Services needed: meal preparation, light housekeeping and
>>>>>>> transportation
>>>>>>>
>>>>>>> Rates quoted: $36-$40 He does not have LTCI
>>>>>>>
>>>>>>> He would like an in person AX 12/12 at 1 pm he is in room 202A
>>>>>>>
>>>>>>> Caller Name: Richard McDonald
>>>>>>>
>>>>>>> Caller Phone number: (314) 805-1473
>>>>>>>
>>>>>>> Referral Account: Rehabilitation Institute of St. Louis
>>>>>>>
>>>>>>> SF LINK:
>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000X6EIDYA3/view?ws=%2Flightning%2Fr%2FTask%2F00TUH00000m9Erj2AE%2Fview%3Fchannel%3DOPEN_CTI
>>>>>>>
>>>>>>> Range Quoted: $36-$40
>>>>>>>
>>>>>>> Address: 3592 Sunrise Dr. Antonia MO 63052
>>>>>>>
>>>>>>> Weekly Hours: TBD
>>>>>>>
>>>>>>> Duration of Care: 1-6 weeks
>>>>>>>
>>>>>>> ANTICIPATED SOC: 12/15
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> *Regards,*
>>>>>>> *Liesel Springall, MHA*
>>>>>>> *Lead Home Care Advisor*
>>>>>>> liesel.springall@thekey.com
>>>>>>> Office: (773) 747-7911
>>>>>>> https://thekey.com
>>>>>>> <https://thekey.com>
>>>>>>>
>>>>>>
>>>>
>>>> --
>>>> Sarah Tenny, BSN, MSN
>>>> Client Success Manager
>>>> sarah.tenny@thekey.com
>>>> Mobile: (314) 718-6255
>>>> Office: (314) 863-8989
>>>> TheKey.com <https://thekey.com/>
>>>> *We value your feedback. Please leave us a Google review
>>>> <https://search.google.com/local/writereview?placeid=ChIJQRcnOSfL2IcRjWZZNMb_e8Y>*
>>>> <https://thekey.com>
>>>>
>>>
>>
>> --
>> Cristal Munoz
>> Inside Sales Manager
>> cmunoz@thekey.com
>> Mobile: (616) 729-8114
>> https://thekey.com
>> <https://thekey.com>
>>
>
--
Cristal Munoz
Inside Sales Manager
cmunoz@thekey.com
Mobile: (616) 729-8114
https://thekey.com
<https://thekey.com>