[Assessment Scheduled] | Kathy, T Assessment 03/03 Canada

From
Desiree Aranjo <desiree.aranjo@thekey.com>
To
"winnipegintake@thekey.com" <winnipegintake@thekey.com>, "desiree.aranjo@thekey.com" <desiree.aranjo@thekey.com>
Date
Wed, 25 Feb 2026 19:02:30 +0000 (GMT)
Folder
INBOX
------=_Part_12892_1249705285.1772046150694 Content-Type: multipart/alternative; boundary="----=_Part_12891_1392811360.1772046150694" ------=_Part_12891_1392811360.1772046150694 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: March 16, = 2026=A0Type: In PersonClient Name: Kathy TeillePhone Number: 2047993256=A0A= ddress: , , , R3P2A1Priority Zip: Assessment Date/Time: 3/3/2026, 11:00 AMR= eferral Account: Google SearchSalesforce Link: Kathy Teille =96 Winnipeg We= st =96 3/16/2026=A0=A0Proposed Schedule: Scheduled by:=A0Desiree Aranjo=A0= =A0Client Summary:=A0=A0This summary was generated by AI and may contain er= rors. This summary was generated on February 25, 2026 at 11:02 AM PST. Opportunity Overview: Stage is Assessment Pending for Kathy Teille at Winnipeg WestPrimary care n= eed is support for chronic conditions with 11-20 weekly hours requestedAnti= cipated start of care is March 16, 2026Rates quoted at $35-$39/hour with es= timated amount of $6,720Duration expected to be 1-6 months Assessment Information: Assessment status is Pending Scheduled Date for Kathy Teille =96 Winnipeg W= est =96 3/16/2026Scheduled by Desiree AranjoCompliance classification is No= n-Regulated Client Information: Client is Kathy Teille, a 98-year-old woman who will be 99 in MayLives inde= pendently in a first-floor condo at 6110-177 Victor Lewis Drive, WinnipegCu= rrently declining with some short-term memory issues but remains sharp and = well-readHearing impaired with hearing aids but reluctant to wear themPrima= ry contact is son Mike Teillet who can be reached at 204-799-3256Preferred = communication method is email at mike.teillet@hotmail.com Referral Source: Referred through Google SearchCategory is Consumer MarketingLead source ori= ginated from web inquiry Action Items and Next Steps: Assessment scheduled for Tuesday, March 3rd at 11am with Brian BoxallNo nex= t steps currently logged in system - requires immediate attentionSons becam= e concerned after both were away on winter vacation leaving client aloneCli= ent contacted multiple companies but TheKey was first to respond within an = hourAdditional services needed include care managementPlease coordinate wit= h the Care Team to prepare for Start of Care.=A0Thank you,=A0=A0The LHA Tea= m ------=_Part_12891_1392811360.1772046150694 Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: q

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