[Assessment Scheduled] | Joanne, W Assessment 03/03 Canada

From
Desiree Aranjo <desiree.aranjo@thekey.com>
To
"desiree.aranjo@thekey.com" <desiree.aranjo@thekey.com>, "torontointake@thekey.com" <torontointake@thekey.com>
Date
Tue, 3 Mar 2026 14:59:33 +0000 (GMT)
Folder
INBOX
------=_Part_874_544172174.1772549973877 Content-Type: multipart/alternative; boundary="----=_Part_873_1747716239.1772549973877" ------=_Part_873_1747716239.1772549973877 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 5, 2= 026=A0Type: VirtualClient Name: Joanne WoerleinPhone Number: 416-896-6790= =A0Address: , , , Priority Zip: Assessment Date/Time: 3/3/2026, 10:30 AMRef= erral Account: Google SearchSalesforce Link: Joanne Woerlein =96 Toronto = =96 3/5/2026=A0=A0Proposed Schedule: Scheduled by:=A0Desiree Aranjo=A0=A0Cl= ient Summary:=A0=A0This summary was generated by AI and may contain errors.= This summary was generated on March 3, 2026 at 6:44 AM PST. Opportunity Overview: Stage is Assessment Pending with anticipated start of care on March 5, 2026= Office: TorontoPrimary care need is Support for Chronic Conditions with add= itional care management servicesClient needs immediate care (11-20 hours we= ekly) for $39-$42/hourDuration expected to be 1-6 months Assessment Information: Assessment is currently Pending Scheduled DateAssessment was scheduled by D= esiree AranjoCompliance classification is Non-RegulatedAssessment record: J= oanne Woerlein =96 Toronto =96 3/5/2026 Client Information: Client: Joanne Woerlein (age 78)Lives with husband (age 77) who currently m= anages all care but is finding it challengingHas Alzheimer's disease and us= es wheelchairRequires assistance with activities of daily living and has lo= w appetitePreferred caregiver gender: FemaleLanguage requirement: EnglishLo= cation: unit 1214-362 The East Mall, Toronto, ON M9B6C4Primary contact is M= egan Gauthier (daughter) - preferred communication method is phone Referral Source: Referral Account: Google SearchCategory: Consumer MarketingNo main point of= contact specified Action Items and Next Steps: Complete virtual assessment today with client's husband Wolfgang Woerlein a= t 416-621-7362Email paperwork to daughter for completion (billing will be t= o da

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