[Assessment Scheduled] | Kathrine, C Assessment 03/24 Canada

From
Cathy Gerth <cgerth@thekey.com>
To
"celeste.lee@thekey.com" <celeste.lee@thekey.com>, "vancouverintake@thekey.com" <vancouverintake@thekey.com>, "sspeirs@thekey.com" <sspeirs@thekey.com>
Date
Mon, 23 Mar 2026 20:38:17 +0000 (GMT)
Folder
INBOX
------=_Part_3915_534784434.1774298297108 Content-Type: multipart/alternative; boundary="----=_Part_3914_714968595.1774298297108" ------=_Part_3914_714968595.1774298297108 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 24, = 2026=A0Type: In PersonClient Name: Kathrine CookPhone Number: 7789295815=A0= Address: 34673 4th ave, Abottsford, BC, V4A 0C1Priority Zip: Assessment Dat= e/Time: 3/24/2026, 12:30 PMReferral Account: Cedar Springs ParcSalesforce L= ink: Kathrine Cook =96 HCA =96 3/30/2026=A0=A0Proposed Schedule: Scheduled = by:=A0Cathy Gerth=A0=A0Client Summary:=A0=A0This summary was generated by A= I and may contain errors. This summary was generated on March 23, 2026 at 1= :37 PM PDT. Opportunity Overview: Stage is Assessment Scheduled with an anticipated start of care date of Mar= ch 24, 2026Office: HCAPrimary care need is Support for Chronic Conditions w= ith additional care management services requiredClient requires 11-20 hours= of weekly care for an expected duration of 1-6 monthsIntended for Tier 2 c= ustomer segment with projected amount of $8,448 Assessment Information: Assessment status is Pending Scheduled DateScheduled by Cathy GerthAssessme= nt: Kathrine Cook =96 HCA =96 3/30/2026Compliance classification is Non-Reg= ulated Client Information: Client: Kathrine CookPrimary contact is Tony CookLocated in North Vancouver= , BC with preferred communication method by phoneCurrent client status is A= ssessment Scheduled Referral Source: Referral account: Cedar Springs ParcCategory: Senior CommunityLocated in No= rth Vancouver, BC Action Items and Next Steps: Assessment needs to be scheduled - currently in Pending Scheduled Date stat= usNo next steps are currently logged in the systemAssessment completion is = required before progressing to service deliveryCare start date of March 24,= 2026 is imminent and requires immediate scheduling of assessmentPlease coo= rdinate with the Care Team to prepare for Start of Care.=A0Thank you,=A0=A0= The LHA Team ------=_Part_3914_714968595.1774298297108 Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team, An as

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