SOP_LHA_Scheduling_InHome_Assessment.txt

SOP: LHA Scheduling an In-Home Assessment
Process for Lead Home Care Advisors to schedule initial in-home assessments with prospective clients.

Steps:
1. Confirm client availability and preferred assessment date/time
2. Verify service area coverage
3. Assign CSM based on territory and availability
4. Create assessment record in Salesforce
5. Send confirmation to client via email
6. Notify assigned CSM with client details