Ax confirmed 2/20 2pm- phone
On Fri, Feb 20, 2026 at 11:39 AM Liesel Springall <
liesel.springall@thekey.com> wrote:
> Hello Team,
>
> An assessment has been scheduled for the following client:
>
> - Fast Start: false
> - Anticipated Tier: Tier 2
> - Proposed Start Date for Care: February 16, 2026
> - Type: Phone
>
> *Client Name:* Mary Ellen Prine
>
> *Phone Number:* (314) 856-5262
>
> *Address: *, , , 63021
>
> *Priority Zip:*
>
> *Assessment Date/Time:* 2/21/2026, 2:00 PM
>
> *Referral Account: *CareScout Partnership
>
> *Salesforce Link:* Mary Ellen Prine – St. Louis – 2/16/2026
> <https://homecareassistance.my.salesforce.com/006UH00000ZZ7TtYAL>
>
> *Proposed Schedule:*
>
> - Scheduled by: Liesel Springall
>
>
>
> *Client Summary: *
>
> *This summary was generated by AI and may contain errors. This summary was
> generated on February 18, 2026 at 9:25 AM PST.*
>
> *Opportunity Overview:*
>
> - Stage is Assessment Pending for Mary Ellen Prine
> <https://homecareassistance.my.salesforce.com/001UH00000gOwnUYAS>
> - Office: St. Louis
> <https://homecareassistance.my.salesforce.com/a0L5e000002VWBxEAO>
> - Weekly hours needed: 11-20 hours with anticipated start of care on
> February 16, 2026 (past due)
> - Duration of care expected to be greater than 6 months
> - Client Status: Assessment Pending
>
> *Assessment Information:*
>
> - Assessment Mary Ellen Prine – St. Louis – 2/16/2026
> <https://homecareassistance.my.salesforce.com/a0NUH000009RdOH2A0> is
> Pending Scheduled Date
> - Scheduled by Liesel Springall
> <https://homecareassistance.my.salesforce.com/005UH00000HQRSbYAP>
> - Compliance: Non-Regulated
>
> *Client Information:*
>
> - Client: Mary Ellen Prine
> <https://homecareassistance.my.salesforce.com/001UH00000gOwnUYAS>, age
> 81
> - Primary Contact: Ed Prime
> - Preferred communication method: Phone
> - Address Score: 50
>
> *Referral Source:*
>
> - Referred by CareScout Partnership
> <https://homecareassistance.my.salesforce.com/001UH000004uOJtYAM>
> - Category: Placement Agency
>
> *Action Items and Next Steps:*
>
> - Next task due February 20, 2026: Call
> <https://homecareassistance.my.salesforce.com/00TUH00000rZ8Ss2AK>
> - Assessment needs to be scheduled - currently pending scheduled date
> - Recent activity shows voicemail left on February 18; previous
> contact attempts indicate client wants to be present for discussions
> - Anticipated start of care date has passed (February 16) - timeline
> needs updating
>
> Please coordinate with the Care Team to prepare for Start of Care.
>
>
>
> Thank you,
>
> The LHA Team
>
--
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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