Assisted Living Moving Checklist

Assess your loved one's current care needs and write them down. Consult with their primary care physician about appropriate care levels. Determine a realistic budget, including what resources are available (savings, long-term care insurance, VA benefits, family contributions). Research communities in your preferred area and create a short list. Schedule tours at two to three communities. Prepare a list of questions to ask during each tour. If possible, visit during a meal or activity time to see the community in normal operation.

Request and review the residency agreement carefully before signing. Ask about all fees — monthly base rate, care level fees, ancillary charges, and what triggers a fee increase. Confirm the community's move-in requirements: health assessment, physician's statement, medication list, tuberculosis test, and any other documentation. Ask about the community's move-in process and what support they provide to new residents. Confirm the move-in date and any deposit or advance payment requirements.

Gather medical records and a current medication list from your loved one's physicians. Obtain a physician's statement or health assessment as required by the community. Update or create a durable power of attorney and healthcare surrogate designation if not already in place. Locate and organize important documents: insurance cards, Medicare and Medicaid information, Social Security card, birth certificate, and any long-term care insurance policies. Notify relevant parties of the upcoming change of address: physicians, insurance companies, financial institutions, and the post office.

Obtain the dimensions of the new apartment or room from the community. Decide which furniture and personal items to bring. Arrange for the transport or storage of items that will not fit. Label all clothing and personal items with your loved one's name. Pack familiar and meaningful items: photographs, a favorite blanket, cherished objects. Arrange for any necessary modifications to the new space (additional lighting, a specific type of chair, etc.) in advance with the community.

Keep the group small — a calm, low-key move-in is usually easier than a large gathering. Arrive with enough time to set up the space before your loved one arrives, if possible. Arrange familiar items in a way that feels comfortable and personal. Stay for a meal or an activity if you can. Before you leave, make sure your loved one knows how to use the call system and has your phone number easily accessible. Confirm with staff who your primary contact will be going forward.

Visit or call frequently in the first two to three weeks. Introduce yourself to the staff who work most closely with your loved one. Attend the initial care plan meeting and ask questions. Monitor your loved one's adjustment — some sadness and disorientation is normal, but persistent distress should be discussed with the community's care team. Ask the community how they prefer families to communicate concerns. Keep a simple log of any issues or observations so you have a record if needed.

Continue to visit regularly and stay in communication with staff. Attend care plan reviews — these are typically held annually or when care needs change. Review monthly billing statements and ask about any charges you do not recognize. Stay informed about any changes in your loved one's health or care needs. If concerns arise, address them directly with the community's management. Know that you have the right to contact AHCA if you have unresolved concerns about the quality of care.