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

Confirmed for 2/6 11:00am

On Mon, Feb 2, 2026 at 2:18 PM Kiana Prudhont <kiana.prudhont@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: 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
> <https://thekey.com/>
>


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