--000000000000324ea7064c385a39 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable *Assessment Preparation & Process Overview* Assessment preparation includes reviewing all notes provided by the intake department and adding any relevant information to my assessment form before the visit. I always contact the client directly to introduce myself and confirm the assessment appointment. If I cannot reach them, I leave a voicemail with my contact information and the reason for my call. *Christine Corcoran Case Summary* For Christine Corcoran, I received all assessment information via Google Chat. Micah sent a series of messages requesting an immediate assessment. The initial information I received was a screenshot from his notes app containing the client=E2=80=99s demographic information, care needs, antici= pated hours, and location. The lead had not been entered into Salesforce, as Micah stated he was driving and unable to do so at that time. Since I was available to complete the assessment, I asked him to confirm the time and let him know I would go. Micah noted that the wife was stubborn and resistant to care, but that the husband required assistance. He asked me to contact the wife directly to confirm the appointment and stated that Patrick (the husband) would inform her that I would be coming. I called the provided number (414-964-8765). After no answer on the first attempt, I called again and reached voicemail. I left a message introducing myself and explaining that I was calling to confirm the 2:30 p.m. assessment. Upon arrival at the home, the private caregiver present appeared surprised and questioned why Christine would need home care services, as she already had a caregiver in place. She showed me to Christine=E2=80=99s room, where = I introduced myself and explained the purpose of my visit. Christine immediately asked who had arranged the meeting, stating she had not requested additional home care and already had services established. She inquired whether we accepted insurance, and I informed her that we are a private pay agency. I asked if she had spoken with her husband Patrick, as I had been told he would notify her of my visit. Christine stated that Patrick had called, but she could not understand him and ended the call. To clarify the situation, I offered to call Patrick on speakerphone. I explained that I had arrived and that Christine was unaware of the scheduled assessment. Patrick and Christine discussed the matter. Christine reiterated that she had already arranged home care independently and did not understand why he was attempting to establish additional services. Patrick mentioned coverage following a hospital stay, but Christine maintained that she had handled her care needs. During the call, I heard another individual in the background say, =E2=80= =9CI told you she was working on it.=E2=80=9D Patrick apologized for the misunderstan= ding. I informed him that I would leave my contact inform