The inital assessment focuses on fiancial eligibility for State and Federal programs. Then physical needs self assessment ~ can you perform your daily activities without assistance.
Make a plan
When your loved one has lived in their own home for years, transitioning to an assisted living community can be intimidating. More often than not, it’s one of the biggest adjustments a senior will make in their older years. There’s no way to completely remove the worries and anxieties that come with this move. However, there are some guiding steps you can take to help ease the transition for both you and your loved one.
How can you help me?
Any time you make a move, whether to assisted living or somewhere else, there are logistical items that need to be taken care of. Make a plan to cancel ongoing services like cable, internet and utilities that will be provided at your loved one’s new community. Contact the postal service to have mail forwarded from their old home to their community address, and have their address updated on credit cards, bank accounts, magazine subscriptions and anywhere else it might be listed. Check with your community for help here too, since they may offer services that help with logistical items. Last but not least, keep a record of all moving expenses—they are tax deductible.
Advice for You and Your Loved Ones