Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 2Proposed Start Date for Care: April 6, 2026�Type: In PersonClient Name: Kevin McGrathPhone Number: 4374274914�Address: 15 Inglewood Drive, Toronto, ON, M4T1G7Priority Zip: Assessment Date/Time: 3/17/2026, 11:30 AMReferral Account: Google SearchSalesforce Link: Kevin McGrath � Toronto � 4/6/2026��Proposed Schedule: Scheduled by:�Desiree Aranjo��Client Summary:��This summary was generated by AI and may contain errors. This summary was generated on March 12, 2026 at 11:55 AM PDT.
Opportunity Overview:
Stage is Assessment Pending with anticipated start of care on April 6, 2026Primary care need is Help Around the Home for Kevin McGrathCare needed in coming weeks with 11-20 weekly hours at $39-$45 per hourOffice: TorontoDuration expected to be 1-6 months with care management as additional service
Assessment Information:
Assessment Kevin McGrath � Toronto � 4/6/2026 is Pending Scheduled DateScheduled By: Desiree AranjoCompliance: Non-RegulatedAssessment date scheduled for March 17th at 11:30am per latest chatter post
Client Information:
Client: Kevin McGrath (83-year-old male with pacemaker)Primary contact is his wife who is arranging care but they are separatedLocation: 15 Inglewood Drive, Toronto, ON M4T1G7Key care needs include incontinence management, daily dressing assistance, and motivational supportWife has health issues (heart, breathing problems, cancer survivor) and cannot continue providing care
Referral Source:
Source: Google SearchCategory: Consumer MarketingClient found services through online search
Action Items and Next Steps:
Complete pending assessment scheduling for March 17th at 11:30amCSM to call within 24 hours to introduce themselves as noted in chatterClient needs to move husband to basement apartment before care starts (painting and preparation required)Open task: ***TO LEAD- CALL- HIGH- CALL FOR INTAKE due todayWife's children are also calling other agencies - competitive situation requires prompt follow-upPlease coordinate with the Care Team to prepare for Start of Care.�Thank you,��The LHA Team