Re: SOC 12/10 Kathleen McCormack

From
Pat Echols <pechols@thekey.com>
To
Ashley Alford <ashley.alford@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Micah Jakoblich <micah.jakoblich@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Mon, 8 Dec 2025 20:07:08 -0600
Folder
INBOX
Glad to help!

On Mon, Dec 8, 2025 at 7:55 PM Ashley Alford <ashley.alford@thekey.com>
wrote:

> Thank you so much Pat. I appreciate you 💚💙
>
> On Mon, Dec 8, 2025 at 7:50 PM Pat Echols <pechols@thekey.com> wrote:
>
>> Matisha H. bio is attached.
>>
>> On Wed, Dec 3, 2025 at 6:58 PM Audra Williams <audraw@thekey.com> wrote:
>>
>>> Rockstar team!!!
>>>
>>> On Wed, Dec 3, 2025 at 4:10 PM Micah Jakoblich <
>>> micah.jakoblich@thekey.com> wrote:
>>>
>>>> This case is great and like Ashley said; the family is a delight to
>>>> work with. Great AX Ashley! I’ve been excited to help them out since the
>>>> first call with them
>>>>
>>>>
>>>>
>>>> *Micah Jakoblich*
>>>> *Milwaukee Home Care Liaison*
>>>>
>>>>
>>>> O: (414) 964-8000
>>>> C: (414) 242-5803
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>>
>>>> On Wed, Dec 3, 2025 at 6:08 PM Ashley Alford <ashley.alford@thekey.com>
>>>> wrote:
>>>>
>>>>> It’s a pretty full schedule- it’s just different hours/ shifts. I am
>>>>> excited to work with the family. They seem very appreciative of our
>>>>> flexibility & willingness to provide care.
>>>>> Sent from my iPhone
>>>>>
>>>>> On Dec 3, 2025, at 5:16 PM, Audra Williams <audraw@thekey.com> wrote:
>>>>>
>>>>> 
>>>>> Thank you Ashley!
>>>>>
>>>>> This is great news and hopefully we can start even if it is a couple
>>>>> of hours one day a week.
>>>>>
>>>>> Best,
>>>>>
>>>>> On Wed, Dec 3, 2025 at 2:04 PM Pat Echols <pechols@thekey.com> wrote:
>>>>>
>>>>>> Received.
>>>>>>
>>>>>> On Wed, Dec 3, 2025 at 3:54 PM Ashley Alford <
>>>>>> ashley.alford@thekey.com> wrote:
>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> Commitment Client  Yes or NO : NO
>>>>>>>
>>>>>>> Client consent paperwork uploaded  - Yes
>>>>>>>
>>>>>>> OT approved-  NO
>>>>>>>
>>>>>>>
>>>>>>> HCL:  Micah
>>>>>>>
>>>>>>> Office: Milwaukee
>>>>>>>
>>>>>>> Regional Intake Manager: N/A
>>>>>>>
>>>>>>> Caregiver Manager: Pat
>>>>>>>
>>>>>>> Client Success Manager: Ashley
>>>>>>>
>>>>>>> Referral Source: Micah-Personal Network
>>>>>>>
>>>>>>> *Client Name:* Kathleen McCormack
>>>>>>>
>>>>>>> *Client Address:* 1610 North Prospect Avenue Apt 1401
>>>>>>> <https://www.google.com/maps/search/1610+North+Prospect+Avenue+Apt+1401+Milwaukee,+WI+53202?entry=gmail&source=g>
>>>>>>>
>>>>>>> Milwaukee, WI 53202
>>>>>>> <https://www.google.com/maps/search/1610+North+Prospect+Avenue+Apt+1401+Milwaukee,+WI+53202?entry=gmail&source=g>
>>>>>>>
>>>>>>> *Gated Community/Code/Parking Instructions:*  ***2/hr street
>>>>>>> parking on Prospect** HCL & CSM are working on solutions with the family.***
>>>>>>>
>>>>>>> *Home Phone:*(414) 223-4734
>>>>>>>
>>>>>>> *Contact Person:* Michael ( Husband & POC)
>>>>>>>
>>>>>>> Assessment Completed on: 12/3
>>>>>>>
>>>>>>> *Schedule: ****Curent care needs are in wellsky- no set schedule***
>>>>>>>
>>>>>>> *Start Date: *12/10
>>>>>>>
>>>>>>> *Bill Rate:* $38
>>>>>>>
>>>>>>> *Client Narrative*: Kathleen lives home with her husband Michael.
>>>>>>> Michaels says Kathleen led a very busy and productive life full of being a
>>>>>>> home-maker to her children, traveling and pursuing her career as a Physical
>>>>>>> Therapist. He says they are Catholic and Kathleen has always been very
>>>>>>> active within their church. His wish is for Kathleen to age in place in
>>>>>>> their home. Her husband Michael is her primary caregiver & will need
>>>>>>> assistance while he undergoes his own personal health treatments.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> *Care Match *
>>>>>>> *C1* Kathleen displays moderate to severe cognitive impairment; she
>>>>>>> has lost her ability to communicate clearly and may have a hard time
>>>>>>> recognizing loved ones. Fully dependent on caregivers for basic activities
>>>>>>> and comfort care.  *E4*  Her family does notice some minor emotional
>>>>>>> changes or mild behavioral challenges that do not significantly disrupt
>>>>>>> daily care. She will require light emotional support or redirection.
>>>>>>> * P1:* Kathleen requires complete physical assistance for most or
>>>>>>> all activities.
>>>>>>>
>>>>>>> Ht: 5'2
>>>>>>>
>>>>>>> Wt: 116
>>>>>>>
>>>>>>> Gender: Female
>>>>>>>
>>>>>>> Routine/Tasks Kathleen will require full hands on assistance with
>>>>>>> ADL's(Showering, Toileting/ Incontinence care, Dressing/ Grooming, Meal
>>>>>>> Prep, Standby assistance with Walking/ Mobility ( uses wheelchair)
>>>>>>>
>>>>>>> DL: NO
>>>>>>>
>>>>>>> Car: NO
>>>>>>>
>>>>>>> Cg preference: Experience in Alzhimers disease, patience &
>>>>>>> empathetic- able to use redirection & storytelling skills. Someone who is
>>>>>>> independent & can take the initiative by being a self starter.
>>>>>>>
>>>>>>> Cats: N/A
>>>>>>>
>>>>>>> Dogs/Breed: N/A
>>>>>>>
>>>>>>> Smoking: NO
>>>>>>> --
>>>>>>> ***The care-plan is complete & all scheduling needs for December
>>>>>>> have been entered into WellSky. Please add CG Bio to this email*** *
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>>
>>>>>>> *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>
>>>>>>
>>>>>>
>>>>>
>>>>> --
>>>>> Audra Williams
>>>>> Director, Divisional Operations
>>>>> audraw@thekey.com
>>>>> Mobile: (425) 757-7027
>>>>> https://thekey.com
>>>>> <https://thekey.com>
>>>>>
>>>>>
>>>
>>> --
>>> Audra Williams
>>> Director, Divisional Operations
>>> audraw@thekey.com
>>> Mobile: (425) 757-7027
>>> https://thekey.com
>>> <https://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>
>
>

-- 

*Pat Echols*
*Caregiver Manager*
*414-964-8000*



<http://www.thekey.com>

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