Re: Potential SOC 1/12/2026

From
Audra Williams <audraw@thekey.com>
To
Ashley Alford <ashley.alford@thekey.com>
CC
Amelia Howard <amelia.howard@thekey.com>, Pat Echols <pechols@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Sat, 10 Jan 2026 13:30:49 -0800
Folder
INBOX
Great job, Ashley!

On Fri, Jan 9, 2026 at 4:31 PM Ashley Alford <ashley.alford@thekey.com>
wrote:

> Hi Pat
>
> Linda just sent me a text and would also like the CG to be vaccinated for
> Covid & Flu. Please reply to this email once a CG is identified. I
> appreciate all the hard work to get things moving forward.
>
> On Fri, Jan 9, 2026 at 6:06 PM Amelia Howard <amelia.howard@thekey.com>
> wrote:
>
>> Awesome news. Great way to end the week. Great job!
>> AH
>>
>> On Fri, Jan 9, 2026, 6:05 PM Ashley Alford <ashley.alford@thekey.com>
>> wrote:
>>
>>> Client Consent forms are completed!!🥳🥳🥳
>>>
>>> On Fri, Jan 9, 2026 at 3:41 PM Pat Echols <pechols@thekey.com> wrote:
>>>
>>>> Received.
>>>>
>>>> On Fri, Jan 9, 2026 at 3:23 PM Ashley Alford <ashley.alford@thekey.com>
>>>> wrote:
>>>>
>>>>>
>>>>>
>>>>> Commitment Client  Yes or NO : NO
>>>>>
>>>>> Client consent paperwork uploaded  - awaiting CL has PT & POC Linda
>>>>> will finish the doc when she is home.
>>>>>
>>>>> OT approved-  No
>>>>>
>>>>>
>>>>>
>>>>> HCL:  Micah
>>>>>
>>>>> Office Milwaukee
>>>>>
>>>>> Regional Intake Manager: Liesel
>>>>>
>>>>> Caregiver Manager: Pat
>>>>>
>>>>> Client Success Manager: Ashley
>>>>>
>>>>> Referral Source: WOM - CL previously used services for his mother
>>>>>
>>>>> *Client Name:* Yoshio Niho
>>>>>
>>>>> *Client Address:* 5166 N Shoreland Ave, Whitefish Bay, WI 53217
>>>>> <https://www.google.com/maps/search/5166+N+Shoreland+Ave,+Whitefish+Bay,+WI+53217?entry=gmail&source=g>
>>>>>
>>>>> *Gated Community/Code/Parking Instructions:*  ** Caregiver can pull into
>>>>> driveway if open & always use the side door for entry. CL would like
>>>>> CG to remove shoes when entering into the home.
>>>>>
>>>>> *Home Phone: *POC Linda (414) 797-5853
>>>>>
>>>>> Contact Person:
>>>>>
>>>>> Assessment Completed on: 1/8/2026
>>>>>
>>>>> *Schedule:* Mon, Tue, Thurs, Fri
>>>>>
>>>>> *Start Date: 1/12/26*
>>>>>
>>>>> *Bill Rate:* $38
>>>>>
>>>>> *Client Narrative:* Care Match: Yoshio is a retired
>>>>> Economics professor who lives at home with his wife Linda. He has had
>>>>> several health complications including a stroke affecting the right side of
>>>>> his body and multiple back and shoulder surgeries. The family used our
>>>>> services for Yoshio's mother & now would like to move forward with services
>>>>> for him. In his free time he spends time watching TV and working on his
>>>>> computer.
>>>>>
>>>>>
>>>>> Ht: 5'3
>>>>>
>>>>> Wt: 140
>>>>>
>>>>> Gender: Male
>>>>>
>>>>> Routine/Tasks
>>>>>
>>>>>    He will need assistance with his therapy and dentist appointments
>>>>> such as transportation and supervision during appointments. ADL's include
>>>>> uses walker for mobility (showering, dressing, transfers, transportation,
>>>>> LHK, Supervision for walking, Med reminders, and companionship care.)
>>>>>
>>>>> DL: Yes
>>>>>
>>>>> Car: Yes
>>>>>
>>>>> Cg preference: Female for on-going but is okay with male for Fill- In
>>>>> shifts
>>>>>
>>>>> Cats: No
>>>>>
>>>>> Dogs/Breed: No
>>>>>
>>>>> Smoking: No- Linda has asthma and is very sensitive to smoke, animal
>>>>> fur and heavy perfumes. Please advise CG prior to scheduling - No  Smoker/
>>>>> No Perfumes/ No animals
>>>>> --
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *Ashley Alford*
>>>>>
>>>>> CSM/ Caregiver Manager | TheKey
>>>>>
>>>>> Mobile: 414-704-3806
>>>>>
>>>>> <http://www.thekey.com>
>>>>>
>>>>>
>>>>
>>>> --
>>>>
>>>> *Pat Echols*
>>>> *Caregiver Manager*
>>>> *414-964-8000*
>>>>
>>>>
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>
>>> --
>>>
>>> *Ashley Alford*
>>>
>>> CSM/ Caregiver Manager | TheKey
>>>
>>> Mobile: 414-704-3806
>>>
>>> <http://www.thekey.com>
>>>
>>>
>
> --
>
> *Ashley Alford*
>
> CSM/ Caregiver Manager | TheKey
>
> Mobile: 414-704-3806
>
> <http://www.thekey.com>
>
>

-- 
Audra Williams
Director, Divisional Operations
audraw@thekey.com
Mobile: (425) 757-7027
https://thekey.com
<https://thekey.com>

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