------=_Part_4637_1471317594.1773342008807 Content-Type: multipart/alternative; boundary="----=_Part_4636_639126306.1773342008807" ------=_Part_4636_639126306.1773342008807 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: April 6, 2= 026=A0Type: In PersonClient Name: Kevin McGrathPhone Number: 4374274914=A0A= ddress: 15 Inglewood Drive, Toronto, ON, M4T1G7Priority Zip: Assessment Dat= e/Time: 3/17/2026, 11:30 AMReferral Account: Google SearchSalesforce Link: = Kevin McGrath =96 Toronto =96 4/6/2026=A0=A0Proposed Schedule: Scheduled by= :=A0Desiree Aranjo=A0=A0Client Summary:=A0=A0This summary was generated by = AI and may contain errors. This summary was generated on March 12, 2026 at = 11:55 AM PDT. Opportunity Overview: Stage is Assessment Pending with anticipated start of care on April 6, 2026= Primary care need is Help Around the Home for Kevin McGrathCare needed in c= oming weeks with 11-20 weekly hours at $39-$45 per hourOffice: TorontoDurat= ion expected to be 1-6 months with care management as additional service Assessment Information: Assessment Kevin McGrath =96 Toronto =96 4/6/2026 is Pending Scheduled Date= Scheduled By: Desiree AranjoCompliance: Non-RegulatedAssessment date schedu= led for March 17th at 11:30am per latest chatter post Client Information: Client: Kevin McGrath (83-year-old male with pacemaker)Primary contact is h= is wife who is arranging care but they are separatedLocation: 15 Inglewood = Drive, Toronto, ON M4T1G7Key care needs include incontinence management, da= ily dressing assistance, and motivational supportWife has health issues (he= art, breathing problems, cancer survivor) and cannot continue providing car= e Referral Source: Source: Google SearchCategory: Consumer MarketingClient found services thro= ugh online search Action Items and Next Steps: Complete pending assessment scheduling for March 17th at 11:30amCSM to call= within 24 hours to introduce themselves as noted in chatterClient needs to= move husband to basem