Package for assessments

From
Nicole St Eve <nicole.steve@thekey.com>
To
Shawntel Sousa <ssousa@thekey.com>
Date
Wed, 3 Aug 2022 16:28:51 -0600
Folder
INBOX
--000000000000deaaf205e55dc209 Content-Type: text/plain; charset="UTF-8" Hi Shawntel, Can you send me the doc's you would typically do an initial assessment for a lead to qualify them? I have been looking through my drive and it doesn't seem to be shared with me and I need one done tomorrow (It was mentioned on my coaching call today that I should jump in to at least start the conversation and get information so that is my goal here to keep things moving forward). This lead is Diana Gray at Chartwell Harbours. Her needs are: - Housekeeping - Groceries (just get them for her, not going with the caregiver) - Optometrist appointments - Shower support - Had a major stroke and a series of mini strokes since - constant pain now = grumpy sometimes, cheerful other time. - Currently has Chartwell Harbours deliver ALL her meals - socially isolated - High fall risk (and knows it, she is very cognizant of her current conditions) - Son has mental health concerns, granddaughter takes the lead (Colleen) - Emotional distress about AHS services - changing caregivers - Finances are NOT an issue - all about caregiver matching - She prefers late mornings. I know I can get there by tomorrow for the initial consultation, I just need the paperwork if you've got it for me and you can fill in the blanks for supporting the start of care. Let me know if you want to chat by phone too - otherwise, I am going to get there anyway tomorrow to introduce myself until we can sort it out. Also - thoughts are always welcome! Even if it's you as a fly on the wall by phone to do it with me. Thanks ahead! Nicole St. Eve, B.A. Home Care Liaison Home Care Assistance of Calgary, Alberta Direct: 403-305-3925 37 Richard Way SW Calgary, AB T3E 7M8 HomeCareAssistanceCalgary.ca Click Here For Information --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity --000000000000deaaf205e55dc209 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Shawntel, Can yo= u send me the doc&#39;s you would typically do an initial=C2=A0assessment f= or a lead to qualify them? I have been looking through my drive and it does= n&#39;t seem to be shared with me and I need one done tomorrow (It was ment= ioned on my coaching call today that I should jump in to at least start the= conversation and get information so that is my goal here to keep things=C2= =A0moving forward). This lead is Diana Gray = at Chartwell Harbours.=C2=A0 Her needs are: - Housekeeping - Groceries (just get them for her= , not going with the caregiver) - Optometrist appointments - Shower support - Had a major stroke=C2=A0and a ser= ies of mini strokes since - constant pain now =3D grumpy sometimes, cheerfu= l other time. - Currently has Chartwell Harbours deliver ALL h= er meals - socially isolated - High fall risk (and knows it, s= he is very cognizant of her current conditions) - Son has ment= al health concerns, granddaughter takes the lead (Colleen) - = Emotional=C2=A0distre

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