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
2026-01-11 20:43:56
Folder
INBOX
--0000000000006420b3064827d9be Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable You are welcome . *Pat Echols* *Caregiver Manager* *414-964-8000* On Sun, Jan 11, 2026 at 8:43=E2=80=AFPM Amelia Howard wrote: > Thank you Pat. > AH > > On Sun, Jan 11, 2026, 8:23 PM Pat Echols wrote: > >> 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 w= rote: >>>> >>>> =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 vaccinate= d >>>>>> 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 >>>>> amelia.howard@thekey.com> 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 >>>>>>>>>> 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 mothe= r >>>>>>>>>> >>>>>>>>>> *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 ha= s had >>>>>>>>>> several health complications including a stroke affecting the ri= ght side of >>>>>>>>>> his body and multiple back and shoulder surgeries. The family us= ed our >>>>>>>>>> services for Yoshio's mother & now would like to move forward wi= th 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 appoi= ntments. >>>>>>>>>> ADL's include uses walker for mobility (showering, dressing, tra= nsfers, >>>>>>>>>> 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 schedul= ing - No >>>>>>>>>> Smoker/ No Perfumes/ No animals >>>>>>>>>> -- >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> -- >>>>>>>>>> >>>>>>>>>> *Ashley Alford* >>>>>>>>>> >>>>>>>>>> CSM/ Caregiver Manager | TheKey >>>>>>>>>> >>>>>>>>>> Mobile: 414-704-3806 >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>> >>>>>>>>> -- >>>>>>>>> >>>>>>>>> *Pat Echols* >>>>>>>>> *Caregiver Manager* >>>>>>>>> *414-964-8000* >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>> >>>>>>>> -- >>>>>>

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