🏥

Admission Process for Assisted Living Facility

Initial consultation with prospective resident and their family

Assess the medical needs and personal preferences of the resident

Complete a needs and preferences assessment form

Approval: Medical Director

Present a variety of assisted living plans that match with the resident's needs and preferences

Tour of the facility with prospective resident and their family

Discussion of costs, services and policies

Acceptance of the proposed plan by the resident and their family

Fill out the admission form

Submission of required medical records

Background check of the prospective resident

Review payment options and insurance coverage

Approval: Financial Department

Determine move-in date

Coordinate with Home Care Team for transition of care

Prepare resident's room and necessary amenities

Schedule orientation for resident and their family

Approval: Assisted Living Director

Finalize the medical and care plan for the resident

Resident's move into the facility

Initial consultation with prospective resident and their family

In this task, you will have an initial consultation with the prospective resident and their family. This is an opportunity to understand their needs, preferences, and any specific requirements they may have. By building a strong rapport and actively listening, you can gather the necessary information to ensure a tailored experience for the resident. What are some potential challenges in getting the family to open up about their concerns? How can you create a comfortable environment for the discussion?

What are the resident's medical needs?

What are the resident's personal preferences?

Assess the medical needs and personal preferences of the resident

In this task, you will assess the medical needs and personal preferences of the resident. This involves gathering detailed information about their medical history, current conditions, medication requirements, dietary restrictions, and lifestyle preferences. By conducting a thorough assessment, you can ensure that the resident's individual needs are met and appropriate care plans are developed. What are some key aspects to consider while assessing their medical needs and personal preferences?

Describe the resident's medical history.

Describe the resident's current conditions.

Describe the resident's medication requirements.

Describe the resident's dietary restrictions.

Describe the resident's lifestyle preferences.

Complete a needs and preferences assessment form

In this task, you will complete a needs and preferences assessment form based on the information gathered from the resident and their family. This form helps in documenting the resident's specific requirements, preferences, and expectations. By ensuring all necessary information is captured accurately, the form becomes a valuable reference for creating a personalized care plan. What are the potential challenges in filling out this form? What are the consequences of incomplete or inaccurate information?

Select the resident's preferred dining option

1

Three meals a day
2

Individual meal planning
3

Special dietary requirements
4

Flexibility in dining arrangements
5

Other

Select the resident's preferred social activities

1

Group outings
2

Arts and crafts
3

Fitness classes
4

Book club
5

Other

Select the resident's preferred personal care assistance

1

Bathing
2

Dressing
3

Medication management
4

Mobility assistance
5

Other

Select the resident's hobbies and interests

1

Gardening
2

Reading
3

Music
4

Sports
5

Other

Select the resident's preferred room amenities

1

Private bathroom
2

Kitchenette
3

Balcony
4

Large windows
5

Other

Approval: Medical Director

Assess the medical needs and personal preferences of the resident
Will be submitted

Present a variety of assisted living plans that match with the resident's needs and preferences

In this task, you will present a variety of assisted living plans that match with the resident's needs and preferences. This is an opportunity to showcase the different options available and discuss how each plan aligns with their requirements. By providing comprehensive information and addressing any concerns, you can help the resident and their family make an informed decision. How can you tailor the presentation to highlight the specific features and benefits of each plan?

Select the preferred assisted living plan

1

Independent living
2

Assisted living with basic care
3

Assisted living with enhanced care
4

Memory care
5

Other

Tour of the facility with prospective resident and their family

In this task, you will conduct a tour of the facility with the prospective resident and their family. This is an opportunity to showcase the amenities, living spaces, common areas, and other features of the assisted living facility. By providing a guided tour and addressing any questions or concerns, you can help the resident and their family visualize the living experience and assess suitability. What are some key highlights of the facility that you should emphasize during the tour?

Select the areas of the facility to highlight during the tour

1

Living quarters
2

Dining area
3

Recreational spaces
4

Gardens/outdoor areas
5

Other

Discussion of costs, services and policies

In this task, you will have a detailed discussion with the resident and their family about the costs, services, and policies of the assisted living facility. This includes providing information about pricing plans, payment options, included services, additional charges, and facility policies. By addressing any concerns or questions, you can ensure transparency and facilitate an informed decision-making process. What are some potential challenges in discussing costs and policies? How can you provide clarity and alleviate concerns?

Outline the costs and pricing plans

Select the payment options

1

Private pay
2

Long-term care insurance
3

Medicaid/Medicare
4

Other

Select the included services

1

Meals
2

Housekeeping
3

Transportation
4

Health monitoring
5

Other

Select the additional services

1

Medication management
2

Personal care assistance
3

Physical therapy
4

Outings and activities
5

Other

Select the facility policies

1

Visiting hours
2

Pet policy
3

Smoking policy
4

Emergency procedures
5

Other

Acceptance of the proposed plan by the resident and their family

In this task, you will seek the acceptance of the proposed plan by the resident and their family. This involves ensuring that all their questions and concerns have been addressed, and they are satisfied with the proposed assisted living arrangements. By obtaining their acceptance, you can move forward with the admission process and finalize the necessary paperwork. How can you create a supportive environment to foster acceptance and trust?

Has the resident and their family accepted the proposed plan?

1

Yes
2

No

If no, please provide the reasons

Fill out the admission form

In this task, you will fill out the admission form based on the information provided by the resident and their family. This form captures essential details such as personal information, emergency contacts, medical history, and contact information for the resident's primary physician. By ensuring accurate and complete information, you can facilitate a smooth admission process. What are the consequences of incomplete or inaccurate information?

Resident's full name

Date of birth

Emergency contact name

Emergency contact phone number

Primary physician's name

Primary physician's phone number

Submission of required medical records

In this task, you will coordinate the submission of required medical records for the resident. This involves collecting documents such as medical history records, recent test results, prescriptions, and any other relevant medical documentation. By ensuring timely and accurate submission of these records, you can support the development of a comprehensive care plan. How can you establish effective communication channels with healthcare providers to obtain the necessary records?

Upload medical history records

Upload recent test results

Upload prescriptions

Upload other relevant medical documents

Background check of the prospective resident

In this task, you will conduct a background check of the prospective resident. This includes verifying their identity, checking for any criminal or abuse records, and assessing their eligibility for residency. By ensuring a thorough background check, you can maintain a safe and secure living environment for all residents. How can you protect the privacy and confidentiality of the resident during this process?

Resident's full name

Resident's date of birth

Resident's social security number

Select the type of background check conducted

1

Criminal records check
2

Abuse/neglect records check
3

Both

Review payment options and insurance coverage

In this task, you will review the payment options and insurance coverage available for the resident. This includes providing information about private pay, long-term care insurance, Medicaid/Medicare eligibility, and any other relevant financial considerations. By addressing the resident and their family's questions and concerns, you can ensure transparency and facilitate informed decision-making. How can you simplify the process of understanding payment options and insurance coverage?

Select the payment options

1

Private pay
2

Long-term care insurance
3

Medicaid/Medicare
4

Other

Insurance company name (if applicable)

Policy number (if applicable)

Approval: Financial Department

Discussion of costs, services and policies
Will be submitted
Review payment options and insurance coverage
Will be submitted

Determine move-in date

In this task, you will determine the move-in date for the resident based on their preferences and availability. This involves coordinating with the resident and their family to find a mutually suitable date. By ensuring a smooth transition and minimizing disruptions, you can provide a positive experience for the resident. How can you accommodate any specific requests or considerations for the move-in date?

Select the desired move-in date

Does the resident have any specific requests or considerations for the move-in date?

1

Yes
2

No

If yes, please provide details

Coordinate with Home Care Team for transition of care

In this task, you will coordinate with the Home Care Team to ensure a smooth transition of care for the resident. This involves sharing relevant information, care plans, and preferences with the team to ensure continuity of care. By fostering effective communication and collaboration, you can provide a seamless experience for the resident and their family. How can you establish a strong partnership with the Home Care Team?

Select the Home Care Team members involved

Provide any specific instructions or preferences for the transition of care

Prepare resident's room and necessary amenities

In this task, you will prepare the resident's room and ensure all necessary amenities are in place. This includes arranging furniture, personal belongings, bedding, toiletries, and other essential items. By creating a comfortable and welcoming environment, you can help the resident feel at home. How can you personalize the room to reflect the resident's preferences and personality?

Check off the items that have been prepared

1

Furniture
2

Bedding
3

Toiletries
4

Clothing storage
5

Other

Schedule orientation for resident and their family

In this task, you will schedule an orientation session for the resident and their family. The orientation provides a comprehensive introduction to our facility's services, policies, and amenities. Ensure that the orientation session accommodates the resident's and family's availability and preferences. Highlight the key aspects of life in our assisted living facility and address any remaining questions or concerns.

Preferred orientation date

Approval: Assisted Living Director

Tour of the facility with prospective resident and their family
Will be submitted
Acceptance of the proposed plan by the resident and their family
Will be submitted
Background check of the prospective resident
Will be submitted
Determine move-in date
Will be submitted
Coordinate with Home Care Team for transition of care
Will be submitted
Prepare resident's room and necessary amenities
Will be submitted
Schedule orientation for resident and their family
Will be submitted

Finalize the medical and care plan for the resident

Finalize the medical and care plan for the resident. Incorporate the information gathered during the assessment process, input from medical professionals, and the resident's specific needs. Create a detailed plan that outlines the resident's medication schedule, dietary considerations, exercise routines, and any specialized care instructions. This plan serves as a roadmap to provide personalized care and support throughout the resident's stay at our assisted living facility.

Resident's move into the facility

Congratulations! This task marks the much-anticipated move of the resident into our facility. Ensure all preparations are completed, the room is ready, and necessary staff members are available for assistance. Coordinate with the resident and their family to smoothen the transition and address any last-minute concerns. This step is the culmination of the admission process, and we aim to make it a positive and memorable experience for the resident and their loved ones.

Browse all templates Edit in Process Street