Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 2Proposed Start Date for Care: April 1, 2026�Type: In PersonClient Name: Gerda BlaneyPhone Number: 4032746739�Address: 1023 Hunterdale Place NW, Calgary, Alberta, T2K4R6Priority Zip: Assessment Date/Time: 3/31/2026, 1:00 PMReferral Account: Web Lead/InquirySalesforce Link: Ron Blaney � Calgary � 4/1/2026��Proposed Schedule: Scheduled by:�Chuck Terlesky��Client Summary:��This summary was generated by AI and may contain errors. This summary was generated on March 25, 2026 at 2:35 PM PDT.
Opportunity Overview:
Stage is Assessment Scheduled with anticipated start of care on April 1, 2026Primary care need is Help Around the Home with additional care management servicesClient needs 11-20 weekly hours and expects care duration greater than 6 monthsOffice: CalgaryRates quoted at 37-41 per hour with estimated monthly amount of $14,208Care is needed "in the coming weeks" for the client themselves
Assessment Information:
Assessment status is Scheduled for March 31, 2026 at 5:00 PMAssessment scheduled by Chuck TerleskyCompliance classification is Non-RegulatedAssessment record: Gerda Blaney � Calgary � 4/1/2026
Client Information:
Client account: Gerda BlaneyPreferred communication method is phoneLocated in postal code T2K4R6, CanadaEmail contact available and opted in for communications
Referral Source:
Referral account: Web Lead/InquiryCategory: Consumer MarketingMain Point of Contact: Art De Los SantosLead source was Web
Action Items and Next Steps:
Assessment scheduled for March 31, 2026 - completion required to progress opportunitySystem indicates "No next step(s) logged" requiring attentionPrevious engagement shows client was exploring Alberta Health coverage for funding assistanceHistorical context indicates affordability concerns were previously addressedPlease coordinate with the Care Team to prepare for Start of Care.�Thank you,��The LHA Team