[Assessment Scheduled] | Enid, S Assessment 03/20 Canada

From
Shawntel Sousa <ssousa@thekey.com>
To
"ssousa@thekey.com" <ssousa@thekey.com>, "calgaryintake@thekey.com" <calgaryintake@thekey.com>, "chris.brown@thekey.com" <chris.brown@thekey.com>
Date
hu, 19 Mar 2026 17
Folder
INBOX
------=_Part_4432_1421122609.1773939742919 Content-Type: multipart/alternative; boundary="----=_Part_4431_2115740702.1773939742919" ------=_Part_4431_2115740702.1773939742919 Content-Type: text/plain; charset=UTF-8 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 25, = 2026=C2=A0Type: In PersonClient Name: Enid SchreiberPhone Number: 403462841= 7=C2=A0Address: 7007 14 St SW, Calgary, AB, T2V1P9Priority Zip: Assessment = Date/Time: 3/20/2026, 10:30 AMReferral Account: AHSSalesforce Link: Enid Sc= hreiber =E2=80=93 Calgary =E2=80=93 3/25/2026=C2=A0=C2=A0Proposed Schedule:= Scheduled by:=C2=A0Shawntel Sousa=C2=A0=C2=A0Client Summary:=C2=A0=C2=A0Th= is summary was generated by AI and may contain errors. This summary was gen= erated on March 19, 2026 at 10:01 AM PDT. Opportunity Overview: Stage is Assessment Scheduled with an anticipated start of care date of Mar= ch 25, 2026Primary care need is Support for Chronic Conditions with additio= nal care management services requiredClient requires 21-30 weekly hours of = care with a duration of 1-6 monthsOffice: CalgaryOpportunity amount is $10,= 656 for Tier 2 customer segment Assessment Information: Assessment status is Pending Scheduled Date - requires scheduling coordinat= ionScheduled By: Shawntel SousaCompliance type is Non-RegulatedAssessment r= ecord: Enid Schreiber =E2=80=93 Calgary =E2=80=93 3/25/2026 Client Information: Client: Enid SchreiberPrimary Contact is Konnie KepfordLocated at 48 Shanno= n Terrace Southwest, Calgary, AB T2Y2Y7Preferred communication method is Ph= oneClient Status shows Assessment Scheduled Referral Source: Referral Account: AHSCategory: HospitalLocated at 707 10 Ave SW, Calgary, A= B T2R0B3 Action Items and Next Steps: Schedule the assessment appointment as the status shows Pending Scheduled D= ateClient is uncertain about care timing ("Not sure") - address timeline ex= pectations during assessment schedulingNo next steps are currently logged i= n the system - requires immediate attentionRate of $38 has been quoted - co= nfirm pricing during assessment processPlease coordinate with the Care Team= to prepare for Start of Care.=C2=A0Thank you,=C2=A0=C2=A0The LHA Team ------=_Part_4431_2115740702.1773939742919 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: qu

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