[Assessment Scheduled] | William, G Assessment 04/02 Canada

From
Cathy Gerth <cgerth@thekey.com>
To
"cgerth@thekey.com" <cgerth@thekey.com>, "vancouverintake@thekey.com" <vancouverintake@thekey.com>
Date
Thu, 2 Apr 2026 21:48:51 +0000 (GMT)
Folder
INBOX
------=_Part_13153_1107017456.1775166531331 Content-Type: multipart/alternative; boundary="----=_Part_13152_1959041257.1775166531331" ------=_Part_13152_1959041257.1775166531331 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 1Proposed Start Date for Care: April 2, 2= 026=A0Type: VirtualClient Name: William GreensladePhone Number: 6043694668= =A0Address: , , , Priority Zip: Assessment Date/Time: 4/2/2026, 2:00 PMRefe= rral Account: Vancouver Coastal Health North Shore Home SupportSalesforce L= ink: William Greenslade =96 HCA =96 4/3/2026=A0=A0Proposed Schedule: Schedu= led by:=A0Cathy Gerth=A0=A0Client Summary:=A0=A0This summary was generated = by AI and may contain errors. This summary was generated on April 2, 2026 a= t 2:48 PM PDT. Opportunity Overview: Stage is Assessment Scheduled with anticipated start of care on April 2, 20= 26Primary care need is Memory Care at Home with additional care management = servicesDaily/24 hour care commitment with duration of 1-6 monthsOffice: HC= AOpportunity amount: $23,472 Assessment Information: Status is Pending Scheduled Date - assessment has not yet been scheduled fo= r a specific dateAssessment scheduled by Cathy GerthAssessment: William Gre= enslade =96 HCA =96 4/3/2026Compliance type: Non-Regulated Client Information: Client: William GreensladePrimary contact: ChapoLocation: West Vancouver, B= C (V7S1S5)Preferred communication: EmailClient status: Assessment Scheduled Referral Source: Referral from: Vancouver Coastal Health North Shore Home SupportCategory: H= ome HealthMain Point of Contact: Joya Rogers Action Items and Next Steps: Schedule specific assessment date - assessment is currently pending schedul= ed dateNo next step tasks currently logged in the systemPayment authorizati= on and consent agreement are not missing at startPlease coordinate with the= Care Team to prepare for Start of Care.=A0Thank you,=A0=A0The LHA Team ------=_Part_13152_1959041257.1775166531331 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 1 Proposed Start Date for Care: April 2, 2026&nbsp; <l

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