Re: Potential SOC 1/12/2026

From
Ashley Alford <ashley.alford@thekey.com>
To
Pat Echols <pechols@thekey.com>
CC
Milwaukee Office <milwaukeeoffice@thekey.com>, Amelia Howard <amelia.howard@thekey.com>
Date
Fri, 9 Jan 2026 18:04:55 -0600
Folder
INBOX
--000000000000f572200647fd64ac Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wrot= e: > 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 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 an= d >> 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 suc= h >> as transportation and supervision during appointments. ADL's include use= s >> 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/ N= o >> Perfumes/ No animals >> -- >> >> >> >> >> >> -- >> >> *Ashley Alford* >> >> CSM/ Caregiver Manager | TheKey >> >> Mobile: 414-704-3806 >> >> >> >> > > -- > > *Pat Echols* > *Caregiver Manager* > *414-964-8000* > > > > > > --=20 *Ashley Alford* CSM/ Caregiver Manager | TheKey Mobile: 414-704-3806 --000000000000f572200647fd64ac Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 &lt; pechols@thekey.com &gt; wrote: <div class=3

Thread (3)