New Resident Admission Checklist
New resident admission checklist
Help families prepare for move-in with a clear checklist covering documents, medications, clothing, comfort items, daily preferences, billing setup, and move-in day essentials.
1. Important Documents
- Photo ID (resident)
- Insurance cards (Medicare / Medicaid / private)
- Physician information & recent medical records
- Current medication list
- Power of Attorney / Guardian paperwork (if applicable)
- Advance Directive / POLST form
- Emergency contact list
2. Medications & Health Supplies
- All current medications (original bottles)
- Medication schedule or instructions
- Pharmacy contact details
- Walker / wheelchair
- Oxygen / CPAP (if needed)
- Hearing aids / glasses / dentures
- Incontinence supplies (if used)
3. Clothing & Personal Items
- Comfortable daily clothing (labeled)
- Sleepwear
- Undergarments
- Shoes (non-slip preferred)
- Jacket / seasonal wear
- Toothbrush, toothpaste
- Soap, shampoo
- Hairbrush, lotion
- Towels (if required by home)
4. Comfort & Personalization
- Favorite blanket or pillow
- Family photos
- Small decorations (keep it simple)
- Books, puzzles, or hobbies
- TV / radio (if allowed)
5. Preferences & Daily Routine Info
- Favorite foods & dietary restrictions
- Daily routine (wake/sleep times)
- Hobbies & interests
- Cultural / religious preferences
- Behavioral triggers or calming techniques
6. Financial & Admin Setup
- Payment method arranged
- Deposit (if required)
- Billing contact confirmed
- Long-term care / Medicaid paperwork completed
7. Communication Setup
- Primary family contact assigned
- Secondary/emergency contacts listed
- Preferred communication method (call/text/email)
- Visiting schedule discussed
8. Move-In Day Essentials
- Pack 3-5 days of easy-to-access clothing
- Medications easily accessible
- Important documents folder
- Comfort items ready
- Arrive at scheduled time
9. Emotional Preparation
- Talk to resident about the move positively
- Reassure ongoing family involvement
- Plan first visit after move-in
- Share key concerns with provider in advance