Care-Plan is completed. Please attach the Caregiver Bio below- SOC date is
this Thursday 1/15
On Mon, Jan 12, 2026 at 3:20 PM Pat Echols <pechols@thekey.com> wrote:
> Received.
>
> On Mon, Jan 12, 2026 at 2:58 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: Santiago
>>
>> Caregiver Manager: Pat
>>
>> Client Success Manager: Ashley
>>
>> Referral Source: Google Search
>>
>> *Client Name: *Diane Cardenas
>>
>> *Client Address:* 112 W Crawford Ave Milwaukee
>>
>> Gated Community/Code/Parking Instructions: (Lower Duplex)
>>
>> Home Phone: 470-254-3762
>>
>> Contact Person: POC Brenda # 414-517-8756
>>
>> Assessment Completed on: 1/2
>>
>> *Schedule: *1pm-4pm (Approval for 3x3hr shifts) Mon, Tues Thurs, Fri (
>> Upto the CG to pick 3 days that work for their schedule)
>>
>> *Start Date: *1/15/2026
>>
>> *Bill Rate:* $36
>>
>> *Client Narrative:*
>> Brenda has lived in Milwaukee for the majority of her life and had a
>> career as an office/ administrative assistant. She loves music and looking
>> at magazines in her free time. She is excited for a caregiver to accompany
>> her on outings to restaurants, the movies and makers mart. She is very
>> reserved and will need a caregiver who can add value by being proactive and
>> empathetic.
>>
>> Ht: 5'2
>>
>> Wt: 145
>>
>> Gender:
>>
>> Routine/Tasks
>>
>> *Care Match - C4;P3;E3 *
>>
>> Brenda uses a walker to ambulate when in her home and a wheelchair for
>> outside/ long distances. She spends most of her time sitting in a chair due
>> to her chronic back pain which makes mobility difficult. She will benefit
>> from a caregiver to provide stand-by or hands on assistance with ADL/
>> IADLs(bathing, dressing, LHK, meal-prep, pet care, exercise/ PT
>> encouragement, companionship and transportation to outings) Right now
>> Brenda is able to complete many things independently but admits she feels
>> unsafe and it is getting more difficult lately.
>>
>> *DL:* Yes
>>
>> *Car:* Yes
>>
>> *Cg preference:* Soft spoken but motivating and able to find things to
>> do in the community/ activities at home. Someone okay with letting the dog
>> in/ out. Someone she can enjoy conversation and outings with. A caregiver
>> who can provide encouragement to keep moving/ stay active.
>>
>> Cats:N/A
>>
>> *Dogs/Breed:* Peanut- Chiwawa
>>
>> *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>
>
>
*Ashley Alford*
CSM/ Caregiver Manager | TheKey
Mobile: 414-704-3806
<http://www.thekey.com>