What Information Is Needed to Move Someone Into Assisted Living?

Author: Andrea Miller
Reviewed By: Brindusa Vanta

Assisted living communities require a full personal and medical history before a new resident moves in. During the admissions process, you’ll complete a detailed questionnaire to submit information about your family member’s finances, medical needs, emergency contacts, interests and preferences. You’ll also sign a contract that documents the cost of room and board and the services your loved one will receive.

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.