Hi Ashley
Got it. Start date is 1/26/26.
Pat
On Fri, Jan 9, 2026 at 6:42 PM Ashley Alford <ashley.alford@thekey.com>
wrote:
> Sorry SOC is 1/26/26 not 1/22.
>
> On Fri, Jan 9, 2026 at 4:26 PM Pat Echols <pechols@thekey.com> wrote:
>
>> 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>
>>
>>
>
> --
>
> *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>