Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 2Proposed Start Date for Care: March 31, 2026�Type: In PersonClient Name: Sharon & Bob McLeayPhone Number: 4034620863�Address: 8505 Broadcast Avenue Southwest, Calgary, AB, T3H6B5Priority Zip: Assessment Date/Time: 3/25/2026, 12:00 PMReferral Account: AHSSalesforce Link: Sharon & Bob McLeay � Calgary � 3/31/2026��Proposed Schedule: Scheduled by:�Desiree Aranjo��Client Summary:��This summary was generated by AI and may contain errors. This summary was generated on March 24, 2026 at 2:40 PM PDT.
Opportunity Overview:
Stage is Assessment Pending with an anticipated start of care on March 31, 2026Office: CalgaryPrimary care need is Support for Chronic Conditions with additional care management services requiredClient needs 11-20 hours per week (likely 12 hours to start) at $37-$41/hourDuration of care expected to be 1-6 monthsThis is an urgent situation - client just discharged from Red Deer Regional Hospital with husband who has cancer and bronchitis
Assessment Information:
Assessment status is Pending Scheduled DateScheduled By: Desiree AranjoAssessment Link: Sharon & Bob McLeay � Calgary � 3/31/2026Compliance classification is Non-Regulated
Client Information:
Client Account: Sharon & Bob McLeayThis is a married couple - Sharon recently discharged from hospital and her husband Bob has cancer and bronchitisAddress: 8505 Broadcast Avenue Southwest, Calgary, AB T3H6B5Primary Contact: Sharon McLeayPhone: 4034620863, Email: samcleay10@gmail.comPreferred communication method is PhoneNo family support in Calgary area
Referral Source:
Referral Account: AHSCategory: HospitalClient mentioned receiving information from Red Deer Regional Hospital
Action Items and Next Steps:
Open Task: INTAKE DONE- ASSESSMENT BOOKED WITH Shawntel Sousa (Due: March 24, 2026)Assessment scheduled for 12pm Wednesday, March 25 with Shawntel SousaCSM needs to call to introduce themselves and confirm assessment date/time by end of todayClient understands minimum hours and weekly costs and is agreeableWill be receiving some help from AHS but needs additional support beyond thatClient emphasized immediate need for housekeeping help and meal prepPlease coordinate with the Care Team to prepare for Start of Care.�Thank you,��The LHA Team