[Assessment Scheduled] | Elaine & Robert, R Assessment 02/11 Canada

From
Desiree Aranjo <desiree.aranjo@thekey.com>
To
"salesforce@homecareassistance.com" <salesforce@homecareassistance.com>, "vancouverintake@thekey.com" <vancouverintake@thekey.com>, "desiree.aranjo@thekey.com" <desiree.aranjo@thekey.com>
Date
Wed, 11 Feb 2026 19:30:15 +0000 (GMT)
Folder
INBOX
------=_Part_3115_385089507.1770838215579 Content-Type: multipart/alternative; boundary="----=_Part_3114_218809719.1770838215579" ------=_Part_3114_218809719.1770838215579 Content-Type: text/plain; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team,An assessment has been scheduled for the following client:Fast S= tart: falseAnticipated Tier: Tier 2Proposed Start Date for Care: February 1= 6, 2026=A0Client Name: Elaine & Robert RathiePhone Number: 604-809-1333=A0A= ddress: suite 1203-1955 Haro Street, Vancouver, BC, V6G1J1Priority Zip: Ass= essment Date/Time: 2/11/2026, 12:00 PMReferral Account: Google SearchSalesf= orce Link: Elaine & Robert Rathie =96 HCA =96 2/16/2026=A0=A0Proposed Sched= ule: Scheduled by:=A0Desiree Aranjo=A0=A0Client Summary:=A0=A0This summary = was generated by AI and may contain errors. This summary was generated on F= ebruary 10, 2026 at 10:25 AM PST. Opportunity Overview: Stage is Assessment Pending with anticipated start of care on February 16, = 2026Office: HCAPrimary care need is Support for Chronic Conditions with add= itional care management servicesWeekly hours requested: 0-10 hours (specifi= cally once per week for 4 hours)Rates quoted: $42-$49/hourCare needed "in t= he coming weeks" with duration expected 1-6 months Assessment Information: Assessment Elaine & Robert Rathie =96 HCA =96 2/16/2026 has status "Pending= Scheduled Date"Scheduled by Desiree AranjoCompliance level: Non-Regulated Client Information: Client account: Elaine & Robert Rathie & Robert RathieBoth clients are 82 y= ears old - husband has Parkinson's disease and wife has balance issuesHusba= nd may have only weeks to live according to clientAddress: suite 1203-1955 = Haro Street, Vancouver, BC V6G1J1Preferred communication: Phone (604-809-13= 33)Preferred caregiver: Female, 12pm onwards shift time Referral Source: Referral account: Google SearchCategory: Consumer Marketing Action Items and Next Steps: Open task due today (February 10): **Cathy Gerth to do phone assessmentClie= nt will not be available between 11:30am and 4pm today due to doctor appoin= tmentsServices needed include total apartment cleaning (careful and slow), = laundry, d

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