Potential Heads Up SOC 4/1/26 Frank Sterner

From
Ashley Alford <ashley.alford@thekey.com>
To
Milwaukee Office <milwaukeeoffice@thekey.com>, Julianna Brown <jubrown@thekey.com>
Date
Tue, 31 Mar 2026 11:29:54 -0500
Folder
INBOX
--000000000000dd856f064e547a25 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Commitment Client Yes or NO : NO *Client consent paperwork uploaded* - Awaiting OT approved- NO HCL: Micah Office: Milwaukee Regional Intake Manager: Maria Caregiver Manager: Pat Client Success Manager: Ashley Referral Source:Froedtert Hospital (SAP) *Client Name:* Frank Sterner *Client Address:*1440 E Standish Place Bayside, WI 53226 Gated Community/Code/Parking Instructions: N/A Home Phone: *Contact Person:* POC is Frank cell # 414 870 0430 Assessment Completed on: 3/31/26 *Schedule:* 24/7, covering 8 a.m. to 8 p.m. and 8 p.m. to 8 a.m. daily for two weeks. *Start Date:* 4/1/26- 8pm-8am *Bill Rate:* $40 *Client Narrative:* Frank, a former Executive Dean with a background in healthcare management, requires 24/7 post-hospitalization care for up to two weeks following a recent fall. He has lived alone since losing his wife, Elsa, in 2024. Frank is still very involved with his former profession and often visits the office 2x weekly. He enjoys travel, fishing and reading in his free time. Ht: 5'6 Wt: 135 Gender: Male *Care Match - CPE =3D C0; P4; E4* *Routine/Tasks * His current needs include: Standby and light hands-on assistance with walking (using a walker), transfers, showering, and dressing. Assistance with transportation, meal preparation, errands, light housekeeping (LHK), and supervision during his exercise routine. He experiences fatigue and lightheadedness and requires support with these symptoms. DL: Yes=E2=80=94only for the 8 a.m. to 8 p.m. shift Car: Yes Cg preference: Male/Female caregiver who is patient; skilled and humble. Cats: NO Dogs/Breed: NO Smoking: NO --=20 --=20 *Ashley Alford* CSM/ Caregiver Manager | TheKey Mobile: 414-704-3806 --000000000000dd856f064e547a25 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Commitment Client=C2=A0 Yes or NO : NO=C2=A0=C2=A0 <p dir=3D"ltr" style=3D"line=

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