Re: Potential SOC 3/4/26 Jyoti Kapur

From
Pat Echols <pechols@thekey.com>
To
Amelia Howard <amelia.howard@thekey.com>
CC
Ashley Alford <ashley.alford@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Mon, 2 Mar 2026 14:01:12 -0600
Folder
INBOX
So far, I am thinking about the possible caregiver prospects: Keisha F.,
Cindy C., Sheronica M. Sharonda M.

On Mon, Mar 2, 2026 at 1:49 PM Amelia Howard <amelia.howard@thekey.com>
wrote:

> Loving these hours. ❤️
>
> On Mon, Mar 2, 2026, 1:47 PM Ashley Alford <ashley.alford@thekey.com>
> wrote:
>
>> Hi Pat  the hours are 6:30pm-8am.
>>
>> Thanks
>>
>> On Mon, Mar 2, 2026 at 1:33 PM Pat Echols <pechols@thekey.com> wrote:
>>
>>> What is the times we are looking at?
>>>
>>> On Sat, Feb 28, 2026 at 8:05 PM Ashley Alford <ashley.alford@thekey.com>
>>> wrote:
>>>
>>>>
>>>>
>>>> Commitment Client  Yes or NO : No
>>>>
>>>> *Client consent paperwork uploaded  -Awaiting*
>>>>
>>>> OT approved-  NO
>>>>
>>>>
>>>> HCL: Micah
>>>>
>>>> Office: Milwaukee
>>>>
>>>> Regional Intake Manager:
>>>>
>>>> Caregiver Manager: Pat
>>>>
>>>> Client Success Manager: Ashley
>>>>
>>>> Referral Source:Sansara Concierge Medicine
>>>>
>>>> *Client Name:* Jyoti (Jo Jo), K
>>>>
>>>> *Client Address:*18935 Glacier Parkway, Brookfield, WI
>>>> <https://www.google.com/maps/search/18935+Glacier+Parkway,+Brookfield,+WI?entry=gmail&source=g>
>>>>
>>>> Gated Community/Code/Parking Instructions:
>>>>
>>>> Home Phone:
>>>>
>>>> *Contact Person:* Jyoti (Jo Jo) # 914)(-621-2840
>>>>
>>>> *Assessment Completed on: * 2/28/26
>>>>
>>>> *Schedule:* Monday, Wednesday,  Friday, Sunday
>>>>
>>>> *Start Date:* Wednesday 3/4
>>>>
>>>> Bill Rate: $38
>>>>
>>>> *Client Narrative:*Client: Jyoti (Jo Jo) Kapur lives with her husband
>>>> Sunil  in Brookfield.  She is from India and was an Investor. She is
>>>> looking for a caregiver/ companion to help manage her anxiety/depression.
>>>> Jyoti is lonley and is looking for a compassionate caregiver who will be
>>>> there when she needs her. She is independent with her ADL's but requires
>>>> light, hands-on assistance as needed she suffers from anxiety, depression,
>>>> insomnia, and history of eating disorders.  Jo Jo would like to move from
>>>> overnights to  live in once she feels the caregiver is the right fit.
>>>>
>>>>
>>>> Ht: 5'3
>>>>
>>>> Wt: 75
>>>>
>>>> Gender: Female
>>>>
>>>> *Care Match - CPE = C0; P0; E3*
>>>>
>>>> *Routine/Tasks;* Caregiver to over comfort and care for Jo Jo, be
>>>> reassuring and compationate. Someone who she can relate to and eventually
>>>> build a trusting relationship with. She would ask for this caregiver to
>>>> provide care and direction during her panic attacks/ behaviors associated
>>>> with her mood disorder.
>>>>
>>>> Car: Yes
>>>>
>>>> Cg preference: Female/ willing to accept case as live in in the future.
>>>>
>>>> Cats: NO
>>>>
>>>> Dogs/Breed: NO
>>>>
>>>> Smoking: NO
>>>> --
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> --
>>>>
>>>> *Ashley Alford*
>>>>
>>>> CSM/ Caregiver Manager | TheKey
>>>>
>>>> Mobile: 414-704-3806
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>
>>> --
>>>
>>> *Pat Echols*
>>> *Caregiver Manager*
>>> *414-964-8000*
>>>
>>>
>>>
>>> <http://www.thekey.com>
>>>
>>>
>>
>> --
>>
>> *Ashley Alford*
>>
>> CSM/ Caregiver Manager | TheKey
>>
>> Mobile: 414-704-3806
>>
>> <http://www.thekey.com>
>>
>>

-- 

*Pat Echols*
*Caregiver Manager*
*414-964-8000*



<http://www.thekey.com>

Thread (2)