This assessment has been confirmed for 8/12 at 1pm.
On Wed, Aug 6, 2025 at 10:14 AM Emily Swackhamer <
emily.swackhamer@thekey.com> wrote:
> A message was left with call back instructions
>
> On Wed, Aug 6, 2025 at 9:29 AM Gayle Soulides <gsoulides@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: August 7, 1PM
>>
>> Client Name: Allie Colvett
>>
>> Chatter Notes:
>>
>> GenWorth LTC. Sue has not spoken with Care Scout yet. She may
>> appreciate guidance in initiating the Long Term Care policy.
>>
>> Sue reached out to TheKey for her mother, Allie 100 years old. Allie is
>> in good health, takes no medications, does not see the doctor. She lives in
>> her own home and Sue is her primary caregiver. Sue describes Allie as being
>> pleasantly confused and needs assistance and verbal queuing to complete
>> most ADLS. Sue helps her mother with her meals, showers, and errands. Allie
>> is mobile with minimal assistance. When out of the home she uses a cane and
>> someone holding an arm , otherwise she uses a walker in her home . She is
>> hard of hearing but has hearing aids.S he will not be able to use them
>> without assistance. Allie is very sweet and communicates well but Sue feels
>> she is lonely. We discussed the importance of regular engagement and its
>> relation to healthy aging. I told her I thought it would be advantageous to
>> have a second person for Allie to spend time with. I explained our
>> personalized care plans that will include her mother's past interests,
>> hobbies, favorite songs and books, in order for us to make a deeper
>> connection with her.
>>
>> Sue also stated that she likes to travel and that she'd like to be able
>> to call on an agency at those times that she wants to take a week vacation
>> or weekend vacations. I explained to Sue that TheKey is a long term care
>> solution for families. We require a set schedule. I reviewed minimum hours
>> (12per week) and rates $36-$40. However, once Allie is a client, Sue is
>> welcome to call on TheKey to add hours in the event she will be out of
>> town, or if Sue is not feeling well and cannot tend to her mother, or she
>> simply needs a break. Sue thought that sounded like an excellent plan.
>>
>> Caller Name: Sue Agosta
>>
>> Caller Phone number: (314) 398-1293
>>
>> Referral Account: GenWorth
>>
>> SF LINK:
>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000RaSmDYAV/view?ws=%2Flightning%2Fr%2FLead%2F00QUH00000O4vzZ2AR%2Fview
>>
>> Range Quoted: $36-$40 I did not provide Care Scout rates as she has not
>> spoken with them yet
>>
>> Address: 348 Cherry Hill Dr, Ellisville
>> <https://www.google.com/maps/search/348+Cherry+Hill+Dr,+Ellisville?entry=gmail&source=g>
>> (Sue said Ballwin but the address Googles in Ellisville)
>>
>> Weekly Hours: 12 hrs per week to start
>>
>> Duration of Care: Long term
>>
>> ANTICIPATED SOC: 8/16
>>
>> Best Regards,
>>
>> Gayle Soulides
>> Midwest Intake Manager
>> *Please note my email has changed:*
>> gsoulides@TheKey.com <Gayle.Soulides@TheKey.com>
>> (224) 500-1925
>> (847) 853-7777
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>>