--0000000000007a9473064d65206d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yay! Thanks :) On Thu, Mar 19, 2026 at 11:02=E2=80=AFAM Shawntel Sousa = wrote: > Hello Team, > > An assessment has been scheduled for the following client: > > - Fast Start: false > - Anticipated Tier: Tier 2 > - Proposed Start Date for Care: March 25, 2026 > - Type: In Person > > *Client Name:* Enid Schreiber > > *Phone Number:* 4034628417 > > *Address: *7007 14 St SW, Calgary, AB, T2V1P9 > > *Priority Zip:* > > *Assessment Date/Time:* 3/20/2026, 10:30 AM > > *Referral Account: *AHS > > *Salesforce Link:* Enid Schreiber =E2=80=93 Calgary =E2=80=93 3/25/2026 > > > *Proposed Schedule:* > > - Scheduled by: Shawntel Sousa > > > > *Client Summary: * > > *This summary was generated by AI and may contain errors. This summary wa= s > generated on March 19, 2026 at 10:01 AM PDT.* > > *Opportunity Overview:* > > - Stage is Assessment Scheduled with an anticipated start of care date > of March 25, 2026 > - Primary care need is Support for Chronic Conditions with additional > care management services required > - Client requires 21-30 weekly hours of care with a duration of 1-6 > months > - Office: Calgary > > - Opportunity amount is $10,656 for Tier 2 customer segment > > *Assessment Information:* > > - Assessment status is Pending Scheduled Date - requires scheduling > coordination > - Scheduled By: Shawntel Sousa > > - Compliance type is Non-Regulated > - Assessment record: Enid Schreiber =E2=80=93 Calgary =E2=80=93 3/25/2= 026 > > > *Client Information:* > > - Client: Enid Schreiber > > - Primary Contact is Konnie Kepford > - Located at 48 Shannon Terrace Southwest, Calgary, AB T2Y2Y7 > - Preferred communication method is Phone > - Client Status shows Assessment Scheduled > > *Referral Source:* > > - Referral Account: AHS > > - Category: Hospital > - Located at 707 10