IN PERSON ASSESSMENT SCHEDULED [JOHN KELLEY, 2/6, 11AM]

From
Kiana Prudhont <kiana.prudhont@thekey.com>
To
stlouis-intake@homecareassistance.com, Emily Swackhamer <emily.swackhamer@thekey.com>, Sarah Tenny <sarah.tenny@thekey.com>
Date
Mon, 2 Feb 2026 12:18:22 -0800
Folder
INBOX
--0000000000000439d70649dd0749 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: Friday, 2/6, 11am Client Name: Joseph Kelley Chatter Notes: Joseph was referred to us by John Hancock LTCi. He only wants the minimum hours as he is looking primarily for light housekeeping and meal preparation. His wife passed away 6 years ago and he has since lost the drive to cook so he skips meals. He wants someone to make the meals for him so it will encourage him to eat. Looking for care to start within the next month. Caller Name: Joseph Kelley Caller Phone number:(314) 791-0111 Referral Account: I put it under Word of Mouth, but John Hancock referred him. I did not see the option for John Hancock in St. Louis. Please let me know if this needs to be changed. SF LINK: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000Zanu7YAB/view Range Quoted: $36-$40 Address: 4 Glocca Mora Ln. , St Louis MO 63124 Weekly Hours: 3 day a week, 4 hours a day Duration of Care: 6 months+ ANTICIPATED SOC: TBD at assessment. Within the next month. Thank you! -- *Warmest Regards, * Kiana Prudhont Lead Homecare Advisor kiana.prudhont@thekey.com Office: (949) 208-1921 Ext.199332 https://thekey.com --0000000000000439d70649dd0749 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello , The below Opportunity is ready for an ass= essment! An intake call has already been conducted. Please contact the caller to introd= uce yourself and confirm the assessment date/time. </p

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