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
--00000000000079b4c30647fb62a7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received. On Fri, Jan 9, 2026 at 3:23=E2=80=AFPM Ashley Alford 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. I= n > 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 > > > > --=20 *Pat Echols* *Caregiver Manager* *414-964-8000* --00000000000079b4c30647fb62a7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received.=C2=A0 On Fr= i, Jan 9, 2026 at 3:23=E2=80=AFPM Ashley Alford &lt; ashley.alford@thekey.com &gt; wrote: <font face=3D"georgia,

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