Beginning with the Basics

Information Gathering

As the process begins to find a facility there is information the family members should know and make sure is accurate. With many facilities taking names and information for room waiting lists, it is encouraged to give the facility you are interested in as much information as possible so they can determine the best fit for your loved one and make preparations for the welcoming, transition and long term stay for your loved one.

Most important to their every day care is learning information about your loved one. What are the important dates on the calendar that should be remembered? (Wedding anniversaries, deaths of family members, etc.). What does your loved one like to do as a hobby? What behavioral quirks does your loved one exhibit? (closing doors, nail biting, muttering, whistling, etc.) How mobile is your loved one? Can they move freely on their own unassisted, need assistance, need help with all transfers? What are the interests of your loved one? (reading, knitting, carving, sewing, sports, etc.) What foods does your loved one enjoy eating? What were some happy locations your loved one lived in? What was the occupation of your loved one? This information, though not medically pertinent, when given allows the staff to be more attuned to the daily needs of your loved one. This includes the little things, such as, what batheing products your loved one prefers, to what clothing items do they love to wear and what music do they enjoy listening to.

Below is a list of information that you, as the representative or power of attorney, should be able to provide accurate information for the resident’s medical records.

Resident Full Name


Social Security Number


Resucitate/Do Not Resucitate Decision

Health Insurance

Supplemental Insurance

Prescription Plan

Physician Names & Info (postal, phone and fax)

Specialist Names & Info (postal, phone and fax)

Optometrist Names & Info (postal, phone and fax)

Dentist Names & Info (postal, phone and fax)

Representative 1 & 2 Name & Contact information

Preparing yourself with this information allows the admittance process to go much smoother for all parties, and allows both the staff and residents the opportunity to welcome your loved one upon arrival.

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