Dec 08, 2015 - 12:25 PM
I cannot speak for every state or every community. However, here is the move-in process for Assisted Living that I follow:
1) Deposit / Community Fee
2) Reservation Agreement (to reserve the room and to agree on the cost, date and any incentives)
3) Pre-Admissions packet including: - Physician's Assessment (which I, as the coordinator, follow up with the physician on) - HIPPA Release - Copy of Insurance Cards - Copy of Photo ID - Copy of DNR, POA and/or Living Will - Wellness Assessment (this is a meeting with the nurse, who then develops an "Individualized Service Plan" (ISP) ) - Application for Residency (due ASAP) - Social Biography (due ASAP) - Moving Checklist (which covers furniture, clothing, toiletries, etc.)
4) Room measurement tour & furniture planning
- I make myself available for the planning the family wants to do. I also make furniture recommendations.
5) Communicate care costs
6) Admission - Medical intake of the resident - Admissions packet (this is the formal residency agreement and can be completed before move-in) - Payment of the first months (per community guidelines) - Director introductions
I'm leaving out some detail, but that's a good start. The Application for Residency and Social Biography are two of my required documents that A) allow us to fill out paperwork and B) begin to introduce the new resident to the staff pre-admission. The Physician's Evaluation is a state required document and move-in may not occur without one. Once the ISP is completed by wellness, I will communicate the results and associated cost with the family. The ISP is also the last step in qualifying the appropriateness of a prospective resident for the level of care provided at the community, a decision that always rests in the hands of the Wellness Director. Occasionally, I will assist with logistics, but I tend to leave the actual move of furniture and furnishings up to the resident and their family. During that week, I also coordinate with maintenance and housekeeping on room readiness and any special maintenance requests. If you are tracking down paperwork, I would recommend following this question: http://www.aplaceformom.com/qa/c/1614...