Re: Potential SOC 1/12/2026

From
Pat Echols <pechols@thekey.com>
To
Ashley Alford <ashley.alford@thekey.com>
CC
Milwaukee Office <milwaukeeoffice@thekey.com>, Amelia Howard <amelia.howard@thekey.com>
Date
Fri, 9 Jan 2026 15:41:42 -0600
Folder
INBOX
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
>
> *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>

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