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What Information Is Needed to Move Someone Into Assisted Living?
Date Updated: July 26, 2024
Written by:
With over a decade of dedicated experience, Andrea Miller boasts an extensive background in healthcare writing and editing. Her expertise spans various facets of the healthcare industry, with a particular focus on nursing, senior care, Alzheimer’s disease, and public health. Andrea has also contributed her editorial talents to reputable publishers in the Philadelphia region, complementing her extensive freelance work.
Reviewed by:
Dr. Brindusa Vanta is a health care professional, researcher, and an experienced medical writer (2000+ articles published online and several medical ebooks). She received her MD degree from “Iuliu Hatieganu” University of Medicine, Romania, and her HD diploma from OCHM – Toronto, Canada.
Required Documentation
Although each community has its own procedures, you’ll generally need to submit:
- A negative COVID-19 test and a negative TB test
- A physical referral form, which details the level of care the person requires
- A full medical record, including immunizations, diagnoses, treatment plans and current medications
- Consent for a criminal background check
The community will also require a copy of your loved one’s Medicare or Medicaid card and their Social Security card. If the person has estate planning documents, such as a will, trust, power of attorney or do-not-resuscitate order, provide a copy of those as well. Gathering the necessary documents in advance can help make the transition process easier for your loved one.
Do I need a medical evaluation to move into assisted living?
New residents generally have an evaluation with the facility’s health care providers. The staff will make a personalized care plan based on the level of help your loved one needs with dressing, getting around and other daily activities.