Re: SOC Mary Dean 12/19/2025

From
Ashley Alford <ashley.alford@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Pat Echols <pechols@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Tue, 16 Dec 2025 22:14:17 -0600
Folder
INBOX
--00000000000089550e06461e1479 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi The care-plan is complete & very detailed.. I want to ensure this start is a success so here are some important notes; Mary wants to make sure we send someone honest & trustworthy to her home- She often leaves her credit cards/ or personal information laying around her home. She doesn't want to worry about theft/ identity theft. I assured her our caregivers go through an extensive background check and are stocked & bonded. She may have some OCD tendencies; Mary wears disposable gloves at all times & Requests that the CG use what she called Pandemic Safety Precautions- Frequent hand washing & sanitizing of surfaces. She will benefit from a very empathetic caregiver who can help her maintain dignity during this time. Please let me know if you have any questions or concerns. I am happy to brief the selected CG prior to them accepting & being staffed on the case- Please let me know & as always reply to this email with the CG Bio. Thank you On Tue, Dec 16, 2025 at 12:57=E2=80=AFPM Audra Williams = wrote: > Great job on this one, @Ashley Alford !!!!! > Woohoo! > > Remind me of the name of the CG that we discussed was a great CG but is a > smoker herself? This could be a potential match! > > Best, > > On Tue, Dec 16, 2025 at 10:52=E2=80=AFAM Pat Echols = wrote: > >> Received. Schedule is in place. I will ensure the caregiver selected is >> aware of the specific instructions regarding her dogs and the need for >> frequent hand washing. >> >> On Tue, Dec 16, 2025 at 12:44=E2=80=AFPM Ashley Alford >> wrote: >> >>> >>> >>> Commitment Client Yes or NO : NO >>> >>> Client consent paperwork uploaded - Yes >>> >>> OT approved- >>> >>> >>> *Care Match - CPE =3D C0; P2/P3; E4* >>> >>> HCL: Micah >>> >>> Office: Milwaukee >>> >>> Regional Intake Manager: Liesel >>> >>> Caregiver Manager: pat >>> >>> Client Success Manager: Ashley >>> >>> Referral Source: Aurora at Home >>> >>> *Client Name:* Mary Dean >>> >>> *Client Address:* 5111 W Parkland Ave Milwaukee WI 53223 >>> >>> *Gated Community/Code/Parking Instructions: * Mary has 2 dogs- making >>> sure the deck gate is latched is very important. - Anytime you arrive/ >>> leave the home (Wash your hands). >>> >>> *Home Phone*: 414-354-5478 >>> >>> *Contact Person: *Mary >>> >>> *Assessment Completed on: *12/16 >>> >>> *Schedule:* Mon, Wed, Fri 9am-1pm >>> >>> *Start Date: *12/19 >>> >>> *Bill Rate:* $36 >>> >>> *Client Narrative: *Mary lives alone with her 2 poodles Raven & Mikey. >>> She is a retired superintendent with many awards and accomplishments- s= he >>> worked for the River Hills district for over 10yrs. Mary loves things t= o be >>> neat and clean and describes herself as a perfectionist. Since her surg= ery >>> she has had some health complications causing limited mobility. She has >>> chronic back pain & is unable to shower/ dress independently. Mary is = very >>> modest & says she is e

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