[Assessment Scheduled] | Allan, R Assessment 03/30 Canada

From
Kristal Parris <kristal.parris@thekey.com>
To
"torontointake@thekey.com" <torontointake@thekey.com>, "kristal.parris@thekey.com" <kristal.parris@thekey.com>
Date
Fri, 27 Mar 2026 21:52:39 +0000 (GMT)
Folder
INBOX
------=_Part_5025_1045579212.1774648359967 Content-Type: multipart/alternative; boundary="----=_Part_5024_2144517221.1774648359967" ------=_Part_5024_2144517221.1774648359967 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 4Proposed Start Date for Care: April 6, 2= 026=A0Type: In PersonClient Name: Allan RambissoonPhone Number: 6475703899= =A0Address: 170 Vanauley Walk, Toronto, Ontario, M5T1G9Priority Zip: Assess= ment Date/Time: 3/30/2026, 12:00 PMReferral Account: Word of Mouth (real)Sa= lesforce Link: Allan Rambissoon =96 Toronto =96 4/6/2026=A0=A0Proposed Sche= dule: Scheduled by:=A0Kristal Parris=A0=A0Client Summary:=A0=A0This summary= was generated by AI and may contain errors. This summary was generated on = March 27, 2026 at 2:52 PM PDT. Opportunity Overview: Stage is Assessment Scheduled with anticipated start of care on April 6, 20= 26Office: TorontoPrimary care need is Support for Chronic Conditions with a= dditional care management services neededWeekly hours required: 11-20 hours= for less than 1 month durationClient status shows Assessment Scheduled but= no next steps are currently logged Assessment Information: Assessment scheduled by Kristal ParrisStatus is Pending Scheduled Date - as= sessment not yet completedAssessment record: Allan Rambissoon =96 Toronto = =96 4/6/2026Compliance level is Non-Regulated Client Information: Client: Allan RambissoonPrimary contact is Barry Rambissoon (brother of cli= ent)Preferred communication method is phoneLocated in Toronto, Ontario (M5T= 1G9)78-year-old client with physical limitations requiring assistance with = ADLs, bathing, grooming, dressing, and meal preparationHas epilepsy and dia= betes (both managed), slow speech, and difficulty swallowingCurrently on so= cial assistance with LHIN support three times daily Referral Source: Referral Account: Word of Mouth (real)Category: Word of MouthThis was previ= ously a closed lead that was financially unqualified but has been re-engage= d Action Items and Next Steps: Assessment is scheduled for Monday at 12pm but specific date needs confirma= tionAssessment completion required to progress from current "Pending Schedu= led Date" statusFinancial qualification remains a concern based on historic= al notes indicating client was previ

Thread (50)