Free Nursing Home Planning Checklist Template

Nursing Home Planning Checklist

This Nursing Home Planning Checklist is designed to assist individuals and families in navigating the transition to nursing home care. Follow the comprehensive guide to ensure thorough preparation for this significant life transition.

Identifying Need and Scope

  • Identify the type of care required by the prospective resident

  • Assess the financial capability for the intended care

  • Discuss the option of nursing home care with the prospective resident and/or family

  • Determine the preferred location for the nursing home

  • Consult a health care or aged care professional for advice

Research and Selection

  • Identify potential nursing homes within the chosen location

  • Analyze the services and facilities provided by each nursing home

  • Check the nursing home's certification and rating from health or aged care regulatory bodies

  • Plan and execute visits to shortlisted nursing homes

  • Seek feedback from current residents and their families about their experiences

Application Process

  • Get the necessary application forms from the chosen nursing home

  • Complete and submit the application forms

  • Attend assessment meetings if they're required by the nursing home

  • Arrange for the prospective resident's medical records to be sent to the nursing home

  • Follow up on the application status until receipt of the admission confirmation

Pre-Move Preparations

  • Arrange for the prospective resident's personal belongings to be moved

  • Determine what personal items and furniture may be taken to the nursing home

  • Coordinate the actual moving day with the nursing home and family members

  • Settle all the required payments with the nursing home

  • Communicate the move plan to the prospective resident to alleviate any anxiety or concerns

Additional Reminders

  • Regularly visit and communicate with the resident to ensure they're adapting well to the new environment.

  • Continually check the services provided by the nursing home to ensure they meet the standards previously identified.

  • Make arrangements for ongoing payments or medical costs associated with the resident's care.

  • Maintain open communication with the nursing home management to ensure all the resident's needs are catered for.

  • Consider getting a power of attorney if the resident is incapable of making decisions.

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