[Assessment Scheduled] | Lorna, T Assessment 03/19 Canada

From
Desiree Aranjo <desiree.aranjo@thekey.com>
To
"calgaryintake@thekey.com" <calgaryintake@thekey.com>, "desiree.aranjo@thekey.com" <desiree.aranjo@thekey.com>
Date
Mon, 9 Mar 2026 20:04:03 +0000 (GMT)
Folder
INBOX
------=_Part_4920_1301291650.1773086643955 Content-Type: multipart/alternative; boundary="----=_Part_4919_1271897470.1773086643955" ------=_Part_4919_1271897470.1773086643955 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: March 9, 2= 026=A0Type: In PersonClient Name: Lorna TrappPhone Number: 5878343979=A0Add= ress: 146 Rocky Vista Terrace Northwest, Calgary, AB, T3G5H2Priority Zip: A= ssessment Date/Time: 3/19/2026, 1:00 PMReferral Account: Google SearchSales= force Link: Lorna Trapp =96 Calgary =96 3/9/2026=A0=A0Proposed Schedule: Sc= heduled by:=A0Desiree Aranjo=A0=A0Client Summary:=A0=A0This summary was gen= erated by AI and may contain errors. This summary was generated on March 9,= 2026 at 1:01 PM PDT. Opportunity Overview: Stage is Assessment Pending with anticipated start of care on March 9, 2026= Office: CalgaryPrimary care need is Support for Chronic Conditions with 11-= 20 hours weeklyCare needed in the coming weeks for 1-6 months durationRates= quoted at $37-$41 per hour Assessment Information: Assessment status: Pending Scheduled DateAssessment scheduled by: Desiree A= ranjoAssessment: Lorna Trapp =96 Calgary =96 3/9/2026Compliance type: Non-R= egulated Client Information: Client: Lorna Trapp92-year-old mother living independently but slowly deter= ioratingPrimary contact is Lonny Trapp (son) at 5878343979Address: 146 Rock= y Vista Terrace Northwest, Calgary, AB T3G5H2Preferred communication method= : Phone Referral Source: Referral Account: Google SearchCategory: Consumer MarketingClient found The= Key through Google search Action Items and Next Steps: Assessment scheduled for March 19th at 1pm - confirmation neededAssessment = coordinator to call family within 24 hours to confirm date/timeOpen task: n= ew Cal lead Mar 5 due March 9, 2026Care needs include grocery shopping supp= ort and check-ins 2-3 times per weekFamily wants care to start in April whe= n son and wife travelPlease coordinate with the Care Team to prepare for St= art of Care.=A0Thank you,=A0=A0The LHA Team ------=_Part_4919_1271897470.1773086643955 Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Hello Team, An assessment has been scheduled for the followi= ng client: Fast Start: false Anticipated Tier: Tier 2 Proposed Start Date for Care: March 9, 2026&nbsp; Type: In Pe= rson Clien

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