Potential SOC 1/12/2026

From
Ashley Alford <ashley.alford@thekey.com>
To
Milwaukee Office <milwaukeeoffice@thekey.com>, Amelia Howard <amelia.howard@thekey.com>
Date
Fri, 9 Jan 2026 15:23:37 -0600
Folder
INBOX
--0000000000001aa2de0647fb24e7 Content-Type: text/plain; charset="UTF-8" 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. In 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 --0000000000001aa2de0647fb24e7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Commitment Client=C2=A0 Yes or NO : NO=C2=A0 = Client consent paperwork uploaded=C2=A0 - awaiting CL h= as PT &amp; POC Linda will finish=C2=A0the doc when she is home.=C2=A0 OT approved-=C2=A0 No <span = style=3D"font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-= variant-numeric:normal;font-variant-east-asian:normal;font-variant-alternat= es:normal;verti

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