[Assessment Scheduled] | Vince, C Assessment 03/20 Canada

From
Desiree Aranjo <desiree.aranjo@thekey.com>
To
"desiree.aranjo@thekey.com" <desiree.aranjo@thekey.com>, "torontointake@thekey.com" <torontointake@thekey.com>
Date
Thu, 19 Mar 2026 13:43:50 +0000 (GMT)
Folder
INBOX
------=_Part_217_1465127154.1773927830752 Content-Type: multipart/alternative; boundary="----=_Part_216_26851239.1773927830752" ------=_Part_216_26851239.1773927830752 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: Vince CutraraPhone Number: 2898284128=A0A= ddress: 2082 Highview Dr, Burlington, ON, L7P 0P3Priority Zip: Assessment D= ate/Time: 3/20/2026, 2:00 PMReferral Account: Google SearchSalesforce Link:= Vince Cutrara =96 Toronto =96 4/6/2026=A0=A0Proposed Schedule: Scheduled b= y:=A0Desiree Aranjo=A0=A0Client Summary:=A0=A0This summary was generated by= AI and may contain errors. This summary was generated on March 19, 2026 at= 6:43 AM PDT. Opportunity Overview: Stage is Assessment Scheduled with Toronto officePrimary care need is Suppo= rt for Chronic Conditions with care management servicesClient requires over= night care (10pm-7am) for dementia support, requesting 21-30 hours weeklyAn= ticipated start of care is April 6, 2026Rates quoted at $39-$45 per hour Assessment Information: Assessment is scheduled for March 20, 2026 at 2:00 PMScheduled by Desiree A= ranjoAssigned to be completed by Krista LalondeLocation: 2082 Highview Dr, = Burlington, ON L7P 0P3Son and client's sister (joint POAs) will be present = for the assessment Client Information: Vince Cutrara is a male client with dementiaLives with son but experiences = disrupted sleep patterns and needs overnight supervisionCurrently has 2 car= egivers from 9am-10pm with 2 private caregiversCan perform showers and toil= eting independently, needs meal prep and housekeeping assistanceItalian/Hun= garian background, preference for European caregiver for cultural meal prep= arationPrimary contact is Theresa Mccausland/Chris=A0Cutrara Katrera Referral Source: Google SearchCategory: Consumer Marketing Action Items and Next Steps: Open task due today: *Client emailed to book assess March 20***ON OPP- GOOD= LEAD- overnights- check inAssessment co

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