[Assessment Scheduled] | Harry, A Assessment 03/13 Canada

Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 2Proposed Start Date for Care: March 18, 2026 Type: In PersonClient Name: Harry ArthursPhone Number: 5147555030 Address: 111 Avenue Road, Toronto, ON, M5R1N6Priority Zip: Assessment Date/Time: 3/13/2026, 3:15 PMReferral Account: Verve Hazelton Place Retirement ResidenceSalesforce Link: Harry Arthurs – Toronto – 3/18/2026  Proposed Schedule: Scheduled by: Timon Page  Client Summary:  This summary was generated by AI and may contain errors. This summary was generated on March 10, 2026 at 11:26 AM PDT.
Opportunity Overview:
Stage is Assessment Pending for Harry ArthursOffice: TorontoPrimary care need is Support for Chronic Conditions with immediate care requirementAnticipated start of care: March 18, 2026Weekly hours needed: 11-20 hours at rates of $39-$42/hrCare duration expected: 1-6 months

Assessment Information:
Assessment status is Scheduled for March 13, 2026 at 7:15 PMScheduled by Timon PageWill be completed by Kristal ParrisAssessment record: Harry Arthurs – Toronto – 3/18/2026

Client Information:
Client: Harry ArthursLocation: Toronto, ON M5R1N6Primary contact: Gideon ArthursPreferred communication method: PhoneLead source: Web

Referral Source:
Referred by Verve Hazelton Place Retirement ResidenceCategory: Senior CommunityLocated in Toronto, ON

Action Items and Next Steps:
Open task due March 11, 2026: new ON lead March 9Assessment scheduled for March 13, 2026 - completion required to progress opportunityNext task status flag shows On TrackAll required agreements are in place (Payment Authorization and Consent Agreement not missing)Please coordinate with the Care Team to prepare for Start of Care. Thank you,  The LHA Team