Re: John T Start of Care 2/9/26

From
Micah Jakoblich <micah.jakoblich@thekey.com>
To
Pat Echols <pechols@thekey.com>
CC
Ashley Alford <ashley.alford@thekey.com>, Milwaukee Office <milwaukeeoffice@thekey.com>
Date
Tue, 3 Feb 2026 20:03:55 -0600
Folder
INBOX
--00000000000096d1bf0649f5f889 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000= 00lH7d8YAC/view Shared from the Salesforce mobile app *Micah Jakoblich* *Milwaukee Home Care Liaison* O: (414) 964-8000 C: (414) 242-5803 TheKey.com [image: TheKey] On Tue, Feb 3, 2026 at 5:25=E2=80=AFPM Pat Echols wrot= e: > There are two profiles for John Tremann > > On Tue, Feb 3, 2026 at 4:24=E2=80=AFPM Pat Echols wr= ote: > >> Received. >> >> On Tue, Feb 3, 2026 at 4:20=E2=80=AFPM Ashley Alford >> wrote: >> >>> >>> >>> >>> Commitment Client Yes or NO : NO >>> >>> Client consent paperwork uploaded - Yes >>> >>> OT approved- NO >>> >>> >>> *Care Match - CPE =3D C2, P3, E2* >>> >>> HCL: Micah >>> >>> Office: Milwaukee >>> >>> Regional Intake Manager: >>> >>> Caregiver Manager: Pat >>> >>> Client Success Manager: Ashley >>> >>> Referral Source: Silverado >>> >>> *Client Name:* John Tremann >>> >>> *Client Address*: 7800 N Green Bay Rd, Glendale, WI 53217 >>> >>> >>> Gated Community/Code/Parking Instructions: >>> >>> Home Phone: >>> >>> Contact Person: Chuck Tremann >>> >>> Assessment Completed on: 2/2 >>> >>> *Schedule*: Monday, Wednesday, Saturday >>> >>> *Start Date:* 2/9/26 >>> >>> *Bill Rate:* $38 >>> >>> *Client Narrative:* John is a returning client from Silverado. He will >>> benefit from companionship care & transportation to outings in the >>> community. >>> >>> >>> Ht:5'11 >>> >>> Wt: 200 >>> >>> Gender: Male >>> >>> Routine/Tasks Companionship care and transportation to outi

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