Re: Potential SOC 1/12/2026

From
Amelia Howard <amelia.howard@thekey.com>
To
Ashley Alford <ashley.alford@thekey.com>
CC
Pat Echols <pechols@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Fri, 9 Jan 2026 18:06:08 -0600
Folder
INBOX
--0000000000005fc46b0647fd69d9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wr= ote: > >> 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 wil= l >>> 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 int= o >>> 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 a= nd >>> 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 inclu= de >>> uses walker for mobility (showering, dressing, transfers, transportatio= n, >>> 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 fu= r >>> 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 >>> >>> >>> >>> >> >> -- >> >> *Pat Echols* >> *Caregiver Manager* >> *414-964-8000* >> >> >> >> >> >> > > -- > > *Ashley

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