Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 1Proposed Start Date for Care: April 2, 2026 Type: VirtualClient Name: William GreensladePhone Number: 6043694668 Address: , , , Priority Zip: Assessment Date/Time: 4/2/2026, 2:00 PMReferral Account: Vancouver Coastal Health North Shore Home SupportSalesforce Link: William Greenslade HCA 4/3/2026 Proposed Schedule: Scheduled by: Cathy Gerth Client Summary: This summary was generated by AI and may contain errors. This summary was generated on April 2, 2026 at 2:48 PM PDT.
Opportunity Overview:
Stage is Assessment Scheduled with anticipated start of care on April 2, 2026Primary care need is Memory Care at Home with additional care management servicesDaily/24 hour care commitment with duration of 1-6 monthsOffice: HCAOpportunity amount: $23,472
Assessment Information:
Status is Pending Scheduled Date - assessment has not yet been scheduled for a specific dateAssessment scheduled by Cathy GerthAssessment: William Greenslade HCA 4/3/2026Compliance type: Non-Regulated
Client Information:
Client: William GreensladePrimary contact: ChapoLocation: West Vancouver, BC (V7S1S5)Preferred communication: EmailClient status: Assessment Scheduled
Referral Source:
Referral from: Vancouver Coastal Health North Shore Home SupportCategory: Home HealthMain Point of Contact: Joya Rogers
Action Items and Next Steps:
Schedule specific assessment date - assessment is currently pending scheduled dateNo next step tasks currently logged in the systemPayment authorization and consent agreement are not missing at startPlease coordinate with the Care Team to prepare for Start of Care. Thank you, The LHA Team