[Assessment Scheduled] | Rick, M Assessment 02/26 Canada

From
Shawntel Sousa <ssousa@thekey.com>
To
"ssousa@thekey.com" <ssousa@thekey.com>, "calgaryintake@thekey.com" <calgaryintake@thekey.com>, "chris.brown@thekey.com" <chris.brown@thekey.com>
Date
Tue, 24 Feb 2026 19:46:05 +0000 (GMT)
Folder
INBOX
------=_Part_4938_315772942.1771962365521 Content-Type: multipart/alternative; boundary="----=_Part_4937_382939166.1771962365521" ------=_Part_4937_382939166.1771962365521 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: March 9, 2= 026=C2=A0Type: In PersonClient Name: Rick MoskwaPhone Number: 403-899-5770= =C2=A0Address: , , , T1X1B2Priority Zip: Assessment Date/Time: 2/26/2026, 1= 0:00 AMReferral Account: WOM - Chris BrownSalesforce Link: Rick Moskwa =E2= =80=93 No Office =E2=80=93 3/9/2026=C2=A0=C2=A0Proposed Schedule: Scheduled= by:=C2=A0Shawntel Sousa=C2=A0=C2=A0Client Summary:=C2=A0=C2=A0This summary= was generated by AI and may contain errors. This summary was generated on = February 24, 2026 at 11:45 AM PST. Opportunity Overview: Stage is Assessment Pending with anticipated start of care on March 9, 2026= Primary care need is Support for Chronic Conditions with additional care ma= nagement services requiredWeekly hours expected: 11-20 hours with quoted ra= te of $40Duration of care: 1-6 monthsOffice: Calgary Assessment Information: Assessment status is Pending Scheduled DateCompliance level: Non-RegulatedA= ssessment scheduled by Shawntel SousaAssessment record: Rick Moskwa =E2=80= =93 No Office =E2=80=93 3/9/2026 Client Information: Client: Rick MoskwaPrimary contact: Kim MoskwaPreferred communication metho= d: PhoneLocation: T1X1B2 Referral Source: Referral account: WOM - Chris BrownCategory: AcquisitionsLocated in Calgary= , Alberta Action Items and Next Steps: Schedule the pending assessment to meet the anticipated start of care date = of March 9, 2026Current status shows "No next step(s) logged" - immediate a= ction required to schedule assessmentWith only two weeks until anticipated = start date, assessment scheduling is urgentPlease coordinate with the Care = Team to prepare for Start of Care.=C2=A0Thank you,=C2=A0=C2=A0The LHA Team ------=_Part_4937_382939166.1771962365521 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 Anticipated Tier: Tier 2 Proposed Start Date for Care: March 9, 2026&nbsp; Type: In Pe= rson

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