Re: Potential SOC 1/12/2026

From
Audra Williams <audraw@thekey.com>
To
Ashley Alford <ashley.alford@thekey.com>
CC
Amelia Howard <amelia.howard@thekey.com>, Pat Echols <pechols@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Sat, 10 Jan 2026 13:30:49 -0800
Folder
INBOX
--00000000000035d32806480f5ddf Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 >>>> 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 i= nto >>>>> 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 s= ide of >>>>> his body and multiple back and shoulder surgeries. The family used ou= r >>>>> services for Yoshio's mother & now would like to move forward with se= rvices >>>>> for him. In his free time he spends time watching TV and working on h= is >>>>> 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 inc= lude >>>>> uses walker for mobility (showering, dressing, transfers, transportat= ion, >>>>> LHK,

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