--0000000000002c82ae0647fdeb26 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sorry SOC is 1/26/26 not 1/22. On Fri, Jan 9, 2026 at 4:26=E2=80=AFPM Pat Echols wrot= e: > Received. > > On Fri, Jan 9, 2026 at 4:24=E2=80=AFPM Ashley Alford > wrote: > >> >> >> Commitment Client Yes or NO : No >> >> Client consent paperwork uploaded - Yes >> >> OT approved- NO >> >> >> >> HCL: Micah >> >> Office Milwaukee >> >> Regional Intake Manager: Emily L >> >> Caregiver Manager: Pat >> >> Client Success Manager: Ashley >> >> Referral Source: Care scout >> >> *Client Name:* Herman Langford >> >> *Client Address:* 8901 N 70th St, Milwaukee, WI >> >> Gated Community/Code/Parking Instructions: >> >> Home Phone: >> >> *Contact Person:* POC Montez # (414) 324-4784 >> >> Assessment Completed on: 12/5/2025 >> >> *Schedule:* Mon, Wed, Fri 10am- 2pm *NO Care the week of Feb3- Feb 8th. >> CL will be in Houston TX for all of July- August. They would like servic= es >> transferred out of state during this time.* >> >> *Start Date:* 1/22/2026 >> >> Bill Rate: Private pay rate $36 CL has elimination period with LTCH John >> Hancock- CareScout Rate Quoted 38.75 >> >> Client Narrative: *Care Match - CPE =3D C3; P2; E3-*Mr. Herman is a >> retired history teacher who lives with his daughter Montez and her husb= and >> Wayne. Montez would like to utilize Mr. Herman's John Hancock policy for >> LTCI, for an in-home caregiver. S Mr. Herman would benefit from >> companionship care; and someone who can motivate him to stay active. >> >> >> Ht:5'9 >> >> Wt: 175 >> >> Gender: Male >> >> Routine/Tasks >> Mr. Herman will benefit from SBA with walking & transferring, he doesn't >> use any assisted devices at this time. He will require HOA with (showeri= ng, >> meal prep/ serving) and is able to dress himself & complete many persona= l >> cares with verbal cueing/ reminders. Montez obtained a YMCA gym membersh= ip >> for Mr. Herman & would like the CG to transport and chaperone him- he m= ay >> have a personal trainer/ join a class at the facility. She is very >> interested in our BCM- and keeping him engaged. We discussed our CG >> activity bags with activities for cognitive and creative stimulation and >> she was impressed. She says she has a few items at the home for cognitio= n >> like games but would love a proactive self starting CG who can motivate >> him. She will be purchasing coloring books and craft items to keep him >> engaged. Montez worries about Mr. Herman being up in his room all the ti= me >> & is looking forward to an enthusiastic CG to motivate him and keep him >> from being so withdrawn. >> >> *DL:* Yes >> >> *Car: *Yes >> >> *Cg preference*: Enthusiastic, high energy with the ability to use >> redirection techniques. Someone who is not afraid to hear NO and try aga= in; >> A caregiver with solutions and ideas to keep him stimulated, and engaged >> during the shift. >> >> Cats: NO >> >> *Dogs/Breed:* Yes- kept in Kennel >> >> Smoking