SOC Mary Dean 12/19/2025

From
Ashley Alford <ashley.alford@thekey.com>
To
Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Tue, 16 Dec 2025 12:44:28 -0600
Folder
INBOX
--000000000000bb27450646161e52 Content-Type: text/plain; charset="UTF-8" Commitment Client Yes or NO : NO Client consent paperwork uploaded - Yes OT approved- *Care Match - CPE = 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- she worked for the River Hills district for over 10yrs. Mary loves things to be neat and clean and describes herself as a perfectionist. Since her surgery 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 embarrassed to have someone help her with bathing/ showering (seeing her naked). We discussed how our caregivers provide privacy & dignity & complete all of their tasks with compassion & empathy. She may be hesitant with personal care until she is able to build rapport & trust with her caregiver. Mary wants the caregiver to be aware she is taking pandemic safety precautions. The caregiver does not have to wear a mask- however frequent hand washing & sanitizing the area are required. Mary wears disposable gloves throughout the day & will ask that any surfaces used be sanitized with the wipes she has available. She makes excellent conversation & let me know she trusts me to pick out a good caregiver for her. *Ht:*5'7 *Wt: *165 *Gender:* Female *Routine/Tasks- *Assist with showering/ bathing and personal cares including dressing. LHK/ help keeping fridge cleaned out ( checking for expired foods & assisting with wiping down the fridge. She will need a CG to assist with laundry, and also any other odd housekeeping tasks. She loves to cook; but says she doesn't cook as often since she lost her partner; but was interested in a caregiver to assist with recipes/ cooking and meal prep. Her friend Renee is assisting Mary with transportation for appointments at this time however we discussed this as an added service. Mary would prefer someone with an SUV if she needs to be transported- she has a BMW & would be okay with the CG driving her vehicle as long as they are a good driver. *DL:* Yes *Car: *Yes- CL has vehicle and it is CG/ CL preference as- needed Cg preference: empathetic, self starter, can take direction, and is able to make her feel comfortable. Cats: NO *Dogs/Breed:* 2 Poodles Raven & Mikey *Smoking: *Yes- Mary smokes in her home- CG must be okay with sm

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