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What do I need to do before Mom moves into assisted living?

She supposed to move next week and the salesperson at the assisted living community keeps saying "we need to get things in order" What things? She is always frantically busy so I haven't been able to ask her for a list of things to accomplish and I don't want to lose the apartment because I didn't cross things off their to do list.
Status: Open    Dec 05, 2015 - 07:15 PM

Senior Living Communities

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Dec 08, 2015 - 12:25 PM

You should be receiving more guidance than simply "get things in order"! My first recommendation is for you to meet, as soon as possible, with the Executive Director / Administrator to discuss moving steps. You need to make known your confusion about the process. If you can't get a more detailed understanding between the Executive Director and Marketer, you may want to re-think your choice of community based on your experience with communication thus far.

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:


Dec 14, 2015 - 07:30 AM

Make sure what type of facility this is: type "A" or type " B" assisted living. In San Antonio, Tx, we moved our parents into a well known , popular place only to find out 4 months later then we will need to move them again after my mom fell and broke a leg. She is now unable to transfer to the toilet and and dad and mom both have more and more balance issues,causing falls. With these insurance you need a provider not just assisted living. They could go on in their assisted living place apartment but would need a provider. Since our insurance only pays for 35 hours a week for a provider, we would end up paying not only the apartment rental but also another $14,000 for providers who would be there 24/7. We are now faced with moving again, the upheaval of their lives, (and mine) again. But I have found that resident home care is the answer. 24/7 care and a 4:1 care ratio (as opposed to some places of 15:1) also only a few thousand dollars more than their apartment per month. (Not 14,000!)
Look at that contract closely for words like"mobility" and don't be embarassed to ask what each description means in real, every day life!
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