[Assessment Scheduled] | MOM, M Assessment 03/26 Canada

From
Shawntel Sousa <ssousa@thekey.com>
To
"calgaryintake@thekey.com" <calgaryintake@thekey.com>, "cterlesky@thekey.com" <cterlesky@thekey.com>
Date
Tue, 17 Mar 2026 19:23:48 +0000 (GMT)
Folder
INBOX
------=_Part_4552_2141438667.1773775428408 Content-Type: multipart/alternative; boundary="----=_Part_4551_1590779333.1773775428408" ------=_Part_4551_1590779333.1773775428408 Content-Type: text/plain; charset=UTF-8 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: April 1, 2= 026=C2=A0Type: In PersonClient Name: MOM MiddlemissPhone Number: 5875791941= =C2=A0Address: 831 Riverbend Dr SE, Calgary, AB, T2C3N6Priority Zip: Assess= ment Date/Time: 3/26/2026, 11:00 AMReferral Account: Rocky View Hospital AH= SSalesforce Link: Victoria "Vicky" Middlemiss =E2=80=93 Calgary =E2=80=93 4= /1/2026=C2=A0=C2=A0Proposed Schedule: Scheduled by:=C2=A0Chuck Terlesky=C2= =A0=C2=A0Client Summary:=C2=A0=C2=A0This summary was generated by AI and ma= y contain errors. This summary was generated on March 17, 2026 at 12:22 PM = PDT. Opportunity Overview: Stage is Assessment Scheduled with anticipated start of care on April 1, 20= 26Office: CalgaryPrimary care need is Help Around the Home with additional = care management services neededClient seeking 21-30 weekly hours of care fo= r greater than 6 months durationCare needed in the coming weeks with daily = shifts from 4:30pm to 7:30pm Assessment Information: Assessment status is Pending Scheduled DateAssessment: MOM Middlemiss =E2= =80=93 Calgary =E2=80=93 4/1/2026Scheduled by: Chuck TerleskyCompliance cla= ssification is Non-Regulated Client Information: Client: MOM MiddlemissPrimary contact is Shannon Middlemiss (daughter) with= phone communication preferredClient has cognitive decline and history of U= TI, currently on waitlist for knee replacementServices needed include meal = prep, laundry, light housekeeping, medication assistance, and exerciseClien= t will require CDHC matching and Lifeguard services Referral Source: Referred by: Rocky View Hospital AHSCategory: HospitalLocated at Rockyview = Hospital, 7007 14 St SW Action Items and Next Steps: Open task: Call assigned to Chuck Terlesky due today (March 17, 2026)Assess= ment needs to be scheduled for completion before April 1st start dateClient= is switching from current CDHC provider - opportunity for competitive posi= tioningCurrent CDHC provides 30.5 hours weekly - client seeking similar cov= eragePlease coordinate with the Care Team to prepare for Start of Care.=C2= =A0Thank you,=C2=A0=C2=A0The LHA Team ------=_Part_4551_1590779333.1773775428408 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello Team, An assessment has been scheduled for the followi= ng client: Fast Start: false Anti

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