Re: SOC Email Brenda Cardenas 1/15/2026

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
Mon, 12 Jan 2026 15:20:01 -0600
Folder
INBOX
--0000000000003a8e7c0648377248 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received. On Mon, Jan 12, 2026 at 2:58=E2=80=AFPM Ashley Alford wrote: > > > Commitment Client Yes or NO : No > > Client consent paperwork uploaded - Yes > > OT approved- NO > > > HCL: Micah > > Office: Milwaukee > > Regional Intake Manager: Santiago > > Caregiver Manager: Pat > > Client Success Manager: Ashley > > Referral Source: Google Search > > *Client Name: *Diane Cardenas > > *Client Address:* 112 W Crawford Ave Milwaukee > > Gated Community/Code/Parking Instructions: (Lower Duplex) > > Home Phone: 470-254-3762 > > Contact Person: POC Brenda # 414-517-8756 > > Assessment Completed on: 1/2 > > *Schedule: *1pm-4pm (Approval for 3x3hr shifts) Mon, Tues Thurs, Fri ( > Upto the CG to pick 3 days that work for their schedule) > > *Start Date: *1/15/2026 > > *Bill Rate:* $36 > > *Client Narrative:* > Brenda has lived in Milwaukee for the majority of her life and had a > career as an office/ administrative assistant. She loves music and lookin= g > at magazines in her free time. She is excited for a caregiver to accompan= y > her on outings to restaurants, the movies and makers mart. She is very > reserved and will need a caregiver who can add value by being proactive a= nd > empathetic. > > Ht: 5'2 > > Wt: 145 > > Gender: > > Routine/Tasks > > *Care Match - C4;P3;E3 * > > Brenda uses a walker to ambulate when in her home and a wheelchair for > outside/ long distances. She spends most of her time sitting in a chair d= ue > to her chronic back pain which makes mobility difficult. She will benefit > from a caregiver to provide stand-by or hands on assistance with ADL/ > IADLs(bathing, dressing, LHK, meal-prep, pet care, exercise/ PT > encouragement, companionship and transportation to outings) Right now > Brenda is able to complete many things independently but admits she feels > unsafe and it is getting more difficult lately. > > *DL:* Yes > > *Car:* Yes > > *Cg preference:* Soft spoken but motivating and able to find things to do > in the community/ activities at home. Someone okay with letting the dog i= n/ > out. Someone she can enjoy conversation and outings with. A caregiver who > can provide encouragement to keep moving/ stay active. > > Cats:N/A > > *Dogs/Breed:* Peanut- Chiwawa > > *Smoking*: NO > -- > > > > > > -- > > *Ashley Alford* > > CSM/ Caregiver Manager | TheKey > > Mobile: 414-704-3806 > > > > --=20 *Pat Echols* *Caregiver Manager* *414-964-8000* --0000000000003a8e7c0648377248 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received. On Mon, Jan= 12, 2026 at 2:58=E2=80=AFPM Ashley Alford &lt; ashley.alford@thekey.com &gt; wrote: = = <

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