Re: Potential SOC 1/12/2026

From
Amelia Howard <amelia.howard@thekey.com>
To
Pat Echols <pechols@thekey.com>
CC
Ashley Alford <ashley.alford@thekey.com>, Audra Williams <audraw@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Sun, 11 Jan 2026 20
Folder
INBOX
--0000000000008a5993064827d5a1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Pat. AH On Sun, Jan 11, 2026, 8:23 PM Pat Echols wrote: > Gina R. agreed to pick up the case. She and I went over the care plan. > > On Sun, Jan 11, 2026 at 8:06=E2=80=AFPM Amelia Howard > wrote: > >> Pat, any follow-up on this? >> AH >> >> On Sun, Jan 11, 2026, 5:46 PM Ashley Alford >> wrote: >> >>> Hi did we get this staffed? Did Gina accept? >>> Sent from my iPhone >>> >>> On Jan 11, 2026, at 2:59=E2=80=AFPM, Pat Echols wr= ote: >>> >>> =EF=BB=BF >>> Hi Ashley, I am going over the care plan with Gina R. >>> >>> On Sat, Jan 10, 2026 at 3:31=E2=80=AFPM Audra Williams >>> wrote: >>> >>>> Great job, Ashley! >>>> >>>> On Fri, Jan 9, 2026 at 4:31=E2=80=AFPM Ashley Alford >>>> wrote: >>>> >>>>> Hi Pat >>>>> >>>>> Linda just sent me a text and would also like the CG to be vaccinated >>>>> for Covid & Flu. Please reply to this email once a CG is identified. = I >>>>> appreciate all the hard work to get things moving forward. >>>>> >>>>> On Fri, Jan 9, 2026 at 6:06=E2=80=AFPM Amelia Howard >>>>> wrote: >>>>> >>>>>> Awesome news. Great way to end the week. Great job! >>>>>> AH >>>>>> >>>>>> On Fri, Jan 9, 2026, 6:05 PM Ashley Alford >>>>>> wrote: >>>>>> >>>>>>> Client Consent forms are completed!!=F0=9F=A5=B3=F0=9F=A5=B3=F0=9F= =A5=B3 >>>>>>> >>>>>>> On Fri, Jan 9, 2026 at 3:41=E2=80=AFPM Pat Echols >>>>>>> wrote: >>>>>>> >>>>>>>> Received. >>>>>>>> >>>>>>>> On Fri, Jan 9, 2026 at 3:23=E2=80=AFPM Ashley Alford >>>>>>> ashley.alford@thekey.com> 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:

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