Healthcare
Assisted Living Assessment Checklist
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Assisted Living Assessment Checklist

1
Gather basic information about the prospective resident
2
Evaluate the prospective resident's physical health status
3
Evaluate the prospective resident's current level of self-care ability
4
Assess the prospective resident's mental health status
5
Discuss the prospective resident's dietary requirements
6
Discuss the prospective resident's social and recreational interests
7
Determine the prospective resident's financial ability to afford care
8
Review the prospective resident's legal documents
9
Evaluate the availability of family support for the prospective resident
10
Discuss the prospective resident's personal preferences on assisted living
11
Approval: Social Worker's Evaluation
12
Develop a personalized care plan based on the assessment results
13
Discuss the care plan with the prospective resident and/or their family
14
Approval: Prospective Resident's Agreement on the Care Plan
15
Coordinate with assisted living facility admission process
16
Prepare the resident's room and required amenities
17
Orientation of the new resident in the assisted living facility
18
Monitor the resident's initial adjustment in the facility
19
Approval: Facility Administrator's Review
20
Schedule a follow-up assessment after a month
21
Document the whole assessment process and results