Re: Potential SOC 1/12/2026

From
Pat Echols <pechols@thekey.com>
To
Amelia Howard <amelia.howard@thekey.com>
CC
Ashley Alford <ashley.alford@thekey.com>, Audra Williams <audraw@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Sun, 11 Jan 2026 20:22:32 -0600
Folder
INBOX
--00000000000059e5a40648278e8f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wro= te: >> >> =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 Lind= a >>>>>>>> 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 >>>>>

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