Awesome, thanks, Emily!
Shelby
On Fri, Sep 12, 2025 at 2:35 PM Emily Swackhamer <
emily.swackhamer@thekey.com> wrote:
> This has been confirmed. Thank you!
>
> On Fri, Sep 12, 2025 at 3:03 PM Shelby Lowell <slowell@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 the assessment**
>>
>> *Assessment Date and Time: *Friday, 9/26, 12PM
>>
>> *Client Name: *Carla Cox
>>
>> *Chatter Notes:*
>>
>> Kiana transferred Jennifer to me to set up the assessment. Jennifer let
>> me know that she lives out of state and is visiting her mom the week of
>> 9/22 and would prefer to do the assessment at the end of the week. She
>> requested this for Friday, 9/26 at 12PM. Her mom's current CG Dawn will be
>> there at this time as well, which she feels like with help when going over
>> the assessment details.
>>
>>
>>
>> Carla currently has 2 caregivers that they love, but they were not able
>> to do the additional weekend coverage that they are needing, so they
>> started looking into agencies. Jennifer mentioned that they used an agency
>> before and had a very bad experience with which caregivers were being
>> matched up. I went over our screening process and how we match up both on
>> skill set and personality through the customized care plan. Jennifer said
>> she is still very weary about this and wanted to know if they could
>> interview the caregivers beforehand. I let her know that during the
>> assessment we could discuss the possibility of a meet and greet shift where
>> care is provided for a shorter period of time the first time to provide
>> them with some assurance it's a good fit. I let her know there still would
>> be a charge for this, which she understood, and that it would need to be
>> confirmed with the CSM.
>>
>>
>>
>> Jennifer wanted to make sure we were aware of her mom's anxiety,
>> depression, and OCD that she had discussed with Kiana and that one of the
>> most important things is having a CG who understands this and be there for
>> support/companionship for her mom.
>>
>>
>>
>> She would like the caregiver to provide transportation for outings and
>> errands using Carla's car. Jennifer said that Carla does like to go to
>> church and asked if this is somewhere the caregiver would still be able to
>> assist. I let her know that we couldn't match up caregivers based on
>> religious affiliation, but we can provide transportation and accompany her
>> mom for care to any outings/activities including this.
>>
>>
>>
>> I let Jennifer know that we would follow up by Monday at the latest to
>> confirm.
>>
>> *Caller Name: *Jennifer, Daughter
>>
>> *Caller Phone Number: *(919) 824-9929, jen@jen-cox.com
>>
>> *Referral Account:* Internet, Chat GPT Search
>>
>> *SF Link: *
>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000TJPI9YAP/view
>>
>> *Range Quoted: *$36-$40/hr
>>
>> *Address: *3704 Bluff Spring Dr, St. Charles, MO, 63303
>>
>> *Weekly Hours: *Friday-Sunday, 4 hrs each day
>>
>> *Duration of Care: *1-6 months
>>
>> *Anticipated SOC:* Friday, 10/3
>>
>> Thank you!
>>
>> Shelby
>>
>> --
>>
>> Shelby Lowell
>>
>> *Regional Intake Manager*
>>
>>
>> slowell@thekey.com
>>
>> TheKey.com <https://www.thekey.com/>
>>
>>
>>
--
Shelby Lowell
*Regional Intake Manager*
slowell@thekey.com
TheKey.com <https://www.thekey.com/>