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Checklist for Guardians: Supporting a Parent’s First Month in Assisted Living

by Victoria Sinclair
Guardian Checklist for Assisted Living Facilities

Moving a parent into an assisted living facility is a significant transition, both for the senior and their guardians. To ensure this process is as smooth and comfortable as possible, here’s a comprehensive checklist for guardians to follow during the first month:

Pre-Move Preparation

  1. Understand the Facility’s Policies and Amenities: Familiarize yourself with the rules, services, and amenities offered by the facility.
  2. Plan the Moving Day: Coordinate with the facility for a moving date, and arrange for movers if needed.
  3. Downsize Belongings Thoughtfully: Help your parent sort through their belongings, deciding what to take, donate, or discard.
  4. Set Up the Living Space: Make your parent’s new room feel like home with familiar and favorite items.

Week 1: Settling In

  1. Help with Unpacking and Organizing: Assist your parent in setting up their new space to make it comfortable and familiar.
  2. Facilitate Introductions: Introduce yourselves to the staff and neighbors, helping your parent start building new relationships.
  3. Review the Daily Schedule: Go over the facility’s daily routine, meal times, and activity schedule with your parent.
  4. Attend Initial Meetings: Accompany your parent to any introductory meetings or orientations offered by the facility.

Week 2: Establishing Routines

  1. Regular Check-ins: Schedule daily or frequent check-ins to see how your parent is adjusting.
  2. Encourage Participation in Activities: Motivate your parent to participate in social activities and events to meet other residents.
  3. Monitor Health and Well-being: Keep an eye on your parent’s health and ensure they are adjusting well, both physically and emotionally.
  4. Coordinate with Staff: Stay in touch with the facility staff to discuss your parent’s adjustment and any needs that arise.

Week 3: Social Integration

  1. Facilitate Visits from Friends/Family: Arrange for friends and family to visit and engage with your parent.
  2. Encourage Independence: Gently encourage your parent to do things independently within the facility to build confidence.
  3. Feedback Session: Have a casual chat with your parent about their experiences, likes, and dislikes in the facility.

Week 4: Review and Adjust

  1. Assessment Meeting: Arrange a meeting with the facility staff to discuss your parent’s adjustment and any concerns.
  2. Review Medical Care: Ensure that all medical needs and medications are being properly managed.
  3. Evaluate Emotional Adjustment: Assess your parent’s emotional and psychological well-being.
  4. Plan for Ongoing Support: Set up a long-term plan for regular visits, check-ins, and involvement in your parent’s care.

Continuous Support

  • Regular Visits: Plan for ongoing visits to maintain a strong connection and support system.
  • Stay Informed: Keep yourself updated about any changes in the facility’s policies or your parent’s health.
  • Be an Advocate: Always be ready to advocate for your parent’s needs and preferences.

Remember, every senior’s experience is unique, and it’s important to remain flexible and responsive to your parent’s individual needs throughout this transition. This checklist can be a guide to help guardians provide the necessary support and ensure a smooth adjustment for their parents into assisted living.

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