[Assessment Scheduled] | Elaine & Robert, R Assessment 02/11 Canada

From
Desiree Aranjo <desiree.aranjo@thekey.com>
To
"salesforce@homecareassistance.com" <salesforce@homecareassistance.com>, "vancouverintake@thekey.com" <vancouverintake@thekey.com>, "desiree.aranjo@thekey.com" <desiree.aranjo@thekey.com>
Date
Wed, 11 Feb 2026 19:30:15 +0000 (GMT)
Folder
INBOX
Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 2Proposed Start Date for Care: February 16, 2026�Client Name: Elaine & Robert RathiePhone Number: 604-809-1333�Address: suite 1203-1955 Haro Street, Vancouver, BC, V6G1J1Priority Zip: Assessment Date/Time: 2/11/2026, 12:00 PMReferral Account: Google SearchSalesforce Link: Elaine & Robert Rathie � HCA � 2/16/2026��Proposed Schedule: Scheduled by:�Desiree Aranjo��Client Summary:��This summary was generated by AI and may contain errors. This summary was generated on February 10, 2026 at 10:25 AM PST.
Opportunity Overview:
Stage is Assessment Pending with anticipated start of care on February 16, 2026Office: HCAPrimary care need is Support for Chronic Conditions with additional care management servicesWeekly hours requested: 0-10 hours (specifically once per week for 4 hours)Rates quoted: $42-$49/hourCare needed "in the coming weeks" with duration expected 1-6 months

Assessment Information:
Assessment Elaine & Robert Rathie � HCA � 2/16/2026 has status "Pending Scheduled Date"Scheduled by Desiree AranjoCompliance level: Non-Regulated

Client Information:
Client account: Elaine & Robert Rathie & Robert RathieBoth clients are 82 years old - husband has Parkinson's disease and wife has balance issuesHusband may have only weeks to live according to clientAddress: suite 1203-1955 Haro Street, Vancouver, BC V6G1J1Preferred communication: Phone (604-809-1333)Preferred caregiver: Female, 12pm onwards shift time

Referral Source:
Referral account: Google SearchCategory: Consumer Marketing

Action Items and Next Steps:
Open task due today (February 10): **Cathy Gerth to do phone assessmentClient will not be available between 11:30am and 4pm today due to doctor appointmentsServices needed include total apartment cleaning (careful and slow), laundry, dishes, dusting books without removing themClient will provide care manager with detailed list of tasksRecent outreach includes multiple voicemails and emails with last completed task on February 9Please coordinate with the Care Team to prepare for Start of Care.�Thank you,��The LHA Team

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