Resident Information

Resident

Resident Name:

Payer

Payer name:

Payer Email:

Assessment and Resident Agreement

Assessment scheduled?

Assessment date:
Resident Agreement Signing Date:

CRD Part 1

Required Tasks:

Sign, copy, upload 'Suite Reservation Non-refundable Resident Deposit Receipt'

Give original to Concierge and put copy in file.

Obtain Power of Attorney docs and/or Representation Agreement

Obtain insurance and ensure COM receives a copy

Give Pre-Admission Medical Forms (aka PAM)

Provide Phase 1 Checklist and Extended Item List

Arrange date for assessment

Enter the assessment date in the "Resident Information" section of the checklist. Also enter the date in Yardi and create an Outlook calendar event.

Send notification to DOW to begin the "DOW" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the DOW (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

DOW

Required Tasks (before continuing move-in process)

Received Pre-Admission Medical (PAM) form, Routine Orders, and MOST form

Called family to confirm assessment and prepare them for appointment

Assessment completed and uploaded

Go to "Resident Information" section and fill out "Assessed Tier Level".

Care costs provided to CRD

Send notification to CRD to complete "CRD Part 2" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the CRD (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

Additional Pre-arrival Tasks

Dietary information sent to culinary and dietitian

Medical Pharmacy forms signed by client/POA (include extended health plan)

DNR posted in suite

Verified influenza vaccine status

TB Test Results - skin test/x-ray complete

Authorization to contact doctor and ambulance

Tier level and other care services entered in Yardi

Order medication

Authorization for small appliance(s)

PWP completed

You can now mark the "Action" that was emailed to you as completed!

Checklist completed on:

CRD Part 2

Required Tasks:

Send draft lease, checklist, and resident handbook to client

Arrange for lease-signing with GM

Enter date in the "Resident Information" section of the checklist.

Confirm move-in date and add to Outlook calendar (invite +Leadership and Concierge)

Have incentives been discussed?

Incentives (addendum required):

If applicable, request telephone number for porting and enter information in the "Maintenance Coordinator" section

Send notification to GM to complete the "General Manager" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the GM (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

Send notification to the Coordinator to complete the "MC/AL Coordinator" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the Coordinator (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

Send notification to the Maintenance Coordinator to complete the "Maintenance Coordinator" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the Maintenance Coordinator (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

You can now mark the "Action" that was emailed to you as complete!

General Manager

Check the "Resident Information" section for the agreement signing date or if no date is entered, coordinate with CRD's to arrange one.

Lease Signing Tasks:

Confirm we have insurance and POA

Received void cheque for EFT payments

Confirm communication package (choose N/A if no package requested)

Confirm exact spelling of name for nameplate (preferred name and any honorifics)

Acquire cheque for first month's base rent (minus deposit)

Lease signed and copy given to COM

Send notification to COM to complete "COM Part 1" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the COM (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

You can now mark the "Action" that was emailed to you as complete!

COM Part 1

Confirm receipt of POA, insurance, and void cheque from GM/CRD

Completed on:
Confirm acceptance of communication package (choose N/A if denied)

Completed on:
Confirm acceptance of aerohive device (choose N/A if denied)

Completed on:
Ensure receipt of first month's base rent (minus deposit)

Completed on:
Upload Resident Agreement

Completed on:
Confirm Payer

Completed on:
Send notification to Maintenance Coordinator to complete the "Maintenance Coordinator" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the Maintenance Coordinator (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

You can now mark the "Action" that was emailed to you as complete!

Maintenance Coordinator

ENTER TELEPHONE NUMBER TO BE PORTED HERE (IF APPLICABLE)

Required Tasks:

Prepare suite and check for major deficiencies

Completed on:

Complete separate suite inspection checklist

Completed on:

Prepare keys and give to Concierge

Port or assign telephone number

Prepare Shaw box and remote - install and test (choose N/A if not applicable)

Prepare Aerohive box (choose N/A if not applicable)

You can now mark the "Action" that was emailed to you as complete!

MC/AL Coordinator

Contact clients/family to begin Discovery Process

Completed on:
Confirm flat linen size

Completed on:
Ensure Concierge has added resident to the next name plate order (confirm preferred name and any honorifics)

Preferred name/honorifics:

Create temporary name plate while order is processed.

Completed on:
Verify meal plans and check if there will be any guests on the day of move-in

Number of guests:

Completed on:
Prepare MC Shadow Box (choose N/A if Assisted Living)

Completed on:
Prepare pendant

Completed on:
Send Resident QRG to + Leadership group on Outlook

Completed on:
Resident/Family sign-off on PWP

Completed on:
Discovery Process upload

Completed on:
Send notification to Concierge to complete the "Concierge" section of the checklist

Click the paperclip icon beside the "Yes/No" block below and assign an "Action" to the Concierge (enter their email). This will prompt them to begin completing the next section of the move-in checklist.

Notification sent?

You can now mark the "Action" that was emailed to you as complete!

Concierge

Room on housekeeping schedule

Day and housekeeper:

Completed on:
Ensure housekeeping has cleaned suite (defrosted fridge, shampooed carpet, etc.)

Completed on:
Is the move-in Respite or Permanent?

Ensure housekeeping has supplied linens, toiletries, utensils, and garbage

Completed on:

Confirm room key and pendant is in Respite lock box in copy room

Completed on:

Confirm furniture move day/time and ensure it has been added to the calendar

Completed on:

You can now mark the "Action" that was emailed to you as complete!

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.