Received.
On Fri, Jan 9, 2026 at 4:24 PM Ashley Alford <ashley.alford@thekey.com>
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 services
> 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 = C3; P2; E3-*Mr. Herman is a
> retired history teacher who lives with his daughter Montez and her husband
> 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 (showering,
> meal prep/ serving) and is able to dress himself & complete many personal
> cares with verbal cueing/ reminders. Montez obtained a YMCA gym membership
> for Mr. Herman & would like the CG to transport and chaperone him- he may
> 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 cognition
> 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 time
> & 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 from being so withdrawn.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 again;
> A caregiver with solutions and ideas to keep him stimulated, and engaged
> during the shift.
>
> Cats: NO
>
> *Dogs/Breed:* Yes- kept in Kennel
>
> Smoking: NO
> --
>
>
>
>
>
> --
>
> *Ashley Alford*
>
> CSM/ Caregiver Manager | TheKey
>
> Mobile: 414-704-3806
>
> <http://www.thekey.com>
>
>
--
*Pat Echols*
*Caregiver Manager*
*414-964-8000*
<http://www.thekey.com>