--000000000000cef1b00645b9628b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great job Ashley! Love all the detail! Best, Audra Williams Director, Divisional Operations audraw@thekey.com Mobile: (425) 757-7027 https://thekey.com On Thu, Dec 11, 2025 at 2:30=E2=80=AFPM Pat Echols wro= te: > Received. > > On Thu, Dec 11, 2025 at 4:23=E2=80=AFPM Ashley Alford > wrote: > >> >> >> Commitment Client Yes or NO : NO >> >> *Client consent paperwork uploaded * - Yes ( I will upload I have paper >> copies of the documents) >> >> OT approved- NO >> >> >> HCL: Micah >> >> Office: Milwaukee >> >> Regional Intake Manager: Leisel >> >> Caregiver Manager: Pat >> >> Client Success Manager: Ashley >> >> Referral Source: Oasis >> >> *Client Name:* Carmelo DeAngelis >> >> *Client Address: *4535 S Whitnall Ave, St Francis, WI 53235 >> >> >> Gated Community/Code/Parking Instructions: Park next to gold care in th= e >> parking - lot >> >> *Home Phone:* Carmelo's Home # 414-482-2111 >> >> Contact Person: Carmelo >> >> Assessment Completed on: 12/11/2025 >> >> *Schedule: *Mon, Wed, Fri 8am- 12pm >> >> *Start Date: *Monday 12/15 >> >> Bill Rate: $36 >> >> >> Care Match: *Care Match - CPE =3D C4; P2; E4* >> >> >> *Client Narrative:* Carmelo lives with his partner Aleah and has been >> independent until his recent surgery. He is retired from factory >> maintenance work and says he loves to spend his time relaxing. He is >> looking for some extra help while he recovers and may be interested in >> long- term. His son lives in the same apartment building and is willing = and >> able to help with most of the shopping/ appointments and Aleah let me kn= ow >> she enjoys cooking and keeping the dishes clean. >> >> >> Ht: 5'5 >> >> Wt: 160 >> >> Gender: Male >> >> *Routine/Tasks * >> >> Since the surgery he uses a walker to ambulate and has a 10lb weight >> restriction. He will benefit from a caregiver to assist with ADL's(bathi= ng, >> dressing) He would like help keeping track of his vitals which he curren= tly >> records on paper (BS, BP, Pulse Ox,). is He independent with toileting a= nd >> can transfer with no assistance. He will need assistance with LHK, Laund= ry, >> PT/OT encouragement and transportation. >> >> >> >> DL: Yes >> >> Car: Yes >> >> Cg preference: Female - He is a "Ladies Man" >> >> Cats: NO >> >> Dogs/Breed: NO >> >> *Smoking:*- both Carmelo & Leah smoke on the balcony of the home >> >> **I will complete the care-plan tomorrow 12/12; Please reply to this >> email with CG- who is scheduled and attach their Caregiver Bio.** >> >> Thank you!! >> >> >> >> >> >> -- >> >> *Ashley Alford* >> >> CSM/ Caregiver Manager | TheKey >> >> Mobile: 414-704-3806 >> >> >> >> > > -- > > *Pat Echols* > *Caregiver Manager* > *414-964-8000* > > > > > > --000000000000cef1b00645b9628b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great job Ash