John T Start of Care 2/9/26

Commitment Client  Yes or NO : NO

Client consent paperwork uploaded  - Yes

OT approved-  NO

*Care Match - CPE = C2, P3, E2*

HCL: Micah

Office: Milwaukee

Regional Intake Manager:

Caregiver Manager: Pat

Client Success Manager: Ashley

Referral Source: Silverado

*Client Name:* John Tremann

*Client Address*: 7800 N Green Bay Rd, Glendale, WI 53217

Gated Community/Code/Parking Instructions:

Home Phone:

Contact Person: Chuck Tremann

Assessment Completed on: 2/2

*Schedule*: Monday, Wednesday, Saturday

*Start Date:* 2/9/26

*Bill Rate:* $38

*Client Narrative:* John is a returning client from Silverado. He will
benefit from companionship care & transportation to outings in the
community.

Ht:5'11

Wt: 200

Gender: Male

Routine/Tasks Companionship care and transportation to outings

*DL: *Yes

*Car:* Yes

Cg preference: Caregiver able to provide companionship & fun outings

Cats: NO

Dogs/Breed: NO

Smoking:NO

*Ashley Alford*

CSM/ Caregiver Manager | TheKey

Mobile: 414-704-3806

<http://www.thekey.com>