[Assessment Scheduled] | Gerda, B Assessment 03/31 Canada

From
Chuck Terlesky <cterlesky@thekey.com>
To
"calgaryintake@thekey.com" <calgaryintake@thekey.com>, "weblead@thekey.com" <weblead@thekey.com>, "desiree.aranjo@thekey.com" <desiree.aranjo@thekey.com>
Date
Wed, 25 Mar 2026 21:35:51 +0000 (GMT)
Folder
INBOX
------=_Part_5021_721692881.1774474551341 Content-Type: multipart/alternative; boundary="----=_Part_5020_749340263.1774474551341" ------=_Part_5020_749340263.1774474551341 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: April 1, 2= 026=A0Type: In PersonClient Name: Gerda BlaneyPhone Number: 4032746739=A0Ad= dress: 1023 Hunterdale Place NW, Calgary, Alberta, T2K4R6Priority Zip: Asse= ssment Date/Time: 3/31/2026, 1:00 PMReferral Account: Web Lead/InquirySales= force Link: Ron Blaney =96 Calgary =96 4/1/2026=A0=A0Proposed Schedule: Sch= eduled by:=A0Chuck Terlesky=A0=A0Client Summary:=A0=A0This summary was gene= rated by AI and may contain errors. This summary was generated on March 25,= 2026 at 2:35 PM PDT. Opportunity Overview: Stage is Assessment Scheduled with anticipated start of care on April 1, 20= 26Primary care need is Help Around the Home with additional care management= servicesClient needs 11-20 weekly hours and expects care duration greater = than 6 monthsOffice: CalgaryRates quoted at 37-41 per hour with estimated m= onthly amount of $14,208Care is needed "in the coming weeks" for the client= themselves Assessment Information: Assessment status is Scheduled for March 31, 2026 at 5:00 PMAssessment sche= duled by Chuck TerleskyCompliance classification is Non-RegulatedAssessment= record: Gerda Blaney =96 Calgary =96 4/1/2026 Client Information: Client account: Gerda BlaneyPreferred communication method is phoneLocated = in postal code T2K4R6, CanadaEmail contact available and opted in for commu= nications Referral Source: Referral account: Web Lead/InquiryCategory: Consumer MarketingMain Point of= Contact: Art De Los SantosLead source was Web Action Items and Next Steps: Assessment scheduled for March 31, 2026 - completion required to progress o= pportunitySystem indicates "No next step(s) logged" requiring attentionPrev= ious engagement shows client was exploring Alberta Health coverage for fund= ing assistanceHistorical context indicates affordability concerns were prev= iously addressedPlease coordinate with the Care Team to prepare for Start o= f Care.=A0Thank you,=A0=A0The LHA Team ------=_Part_5020_749340263.1774474551341 Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team, An assessment has been scheduled for the followi= ng client: Fast Start: false Anticipated Tier: Tier 2 Proposed Start Date

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