Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 1Proposed Start Date for Care: March 9, 2026�Type: VirtualClient Name: Judith LeechPhone Number: 6043694668�Address: , , , Priority Zip: Assessment Date/Time: 3/6/2026, 4:00 PMReferral Account: Vancouver Coastal Health North Shore Home SupportSalesforce Link: Judith Leech � HCA � 3/9/2026��Proposed Schedule: Scheduled by:�Cathy Gerth��Client Summary:��This summary was generated by AI and may contain errors. This summary was generated on March 6, 2026 at 5:07 PM PST.
Opportunity Overview:
Stage is Assessment Scheduled with anticipated start of care on March 9, 2026Primary care need is Memory Care at Home for 31-40 hours weeklyClient requires care management as additional servicesDuration expected to be 1-6 monthsOffice: HCA
Assessment Information:
Assessment status is Pending Scheduled DateCompliance level is Non-RegulatedAssessment scheduled by Cathy GerthAssessment record: Judith Leech � HCA � 3/9/2026
Client Information:
Client: Judith LeechPrimary contact is ReshmaPreferred communication method is EmailLocated in North Vancouver, BC (V4A0C1)Contact phone: 6043694668
Referral Source:
Referral from Vancouver Coastal Health North Shore Home SupportCategory: Home HealthMain Point of Contact: Joya Rogers
Action Items and Next Steps:
Complete assessment scheduling - assessment currently shows Pending Scheduled Date statusNo next steps are currently logged in the systemAssessment needs to be completed before the anticipated March 9, 2026 start datePlease coordinate with the Care Team to prepare for Start of Care.�Thank you,��The LHA Team