ARC CALL (#2455): MM s/w Katherine: when asking vetting Q&A MM found that Katherine brings in about $3000 +/- a month. MM informed her she is over-resourced and that she could look into assistance from a lawyer (per HH) to help her set up a trust to qualify her w/out losing her money. MM will reach out to KC. MM will change tags to: NOT QUALIFIED.
Call from Josie with daughter Katherine. No Match MMIS. Kaherine ready for ARC. She needs SSI, retirement, lease, life, bank.
Spoke with daughter Katherine. Prospect Katherine is on Medicare, but receives social security and disability. Transfer to Kerry.