Re: New Assessment needed- Marjorie Evans

I attempted to call and confirm- there was no answer. I will try again
later.

On Tue, Oct 7, 2025 at 1:01 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:10/8 at 4pm *In person
>
> Client Name: Marjorie Evans
>
> Chatter Notes: John's call was transferred to me. He is seeking services
> for his mother, Marjorie, who resides with him. She uses a walker to
> ambulate and needs ADL assistance (bathing, dressing, toileting due to
> incontinence), meal preparation, and light housekeeping. She has CGs from
> another agency, but he is trying to find a lower rate and needs longer
> shifts. He would ideally like 6 days a week from 9 a.m. to 5 p.m. I
> provided him with a rate range $36-$40. He is interested in an assessment
> on 10/8 at 4 p.m. I scheduled AX
>
>    -
>    -
>
>
>
>
> Caller Name: John Evans
>
> Caller Phone number: (314) 906-3932
>
> Referral Account: Web lead
>
> SF LINK:
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000UOvYYYA1/view
>
> Range Quoted: $36-$40
>
> Address: 2015 S. Brand Blvd Apt 106 St. Louis MO 63103
>
> Weekly Hours: Monday- Saturday 9am-5pm
>
> Duration of Care: Greater than 6 months
>
> ANTICIPATED SOC: 10/13
> --
>
> Regards,
>
> *Liesel Springall,MHA*
>
> *Regional Intake Manager*
>
> *liesel.springall@thekey.com <liesel.springall@thekey.com>*
>
> TheKey.com <https://www.thekey.com/>
>
> [image: image.png]
>

Sarah Tenny, BSN, MSN
Client Success Manager
sarah.tenny@thekey.com
Mobile: (314) 718-6255
Office: (314) 863-8989
TheKey.com <https://thekey.com/>
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