Move-in Checklist - Maison Senior Living

• Checklist Title (Surname, First Name):

• Started:

  Date

• Started by

• Neighbourhood:

  Assisted Living

  Memory Care

  Respite

• Suite Number:

• Move-in Date:

  Date

Resident

• Resident Name:

Payer

• Payer name:

• Payer Email:

Assessment and Resident Agreement

• Assessment scheduled?

  Yes

  No

  N/A

• Assessment date:

  Date

• Resident Agreement Signing Date:

  Date

Required Tasks:

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

  Yes

  No

  N/A

• Give original to Concierge and put copy in file.

• Obtain Power of Attorney docs and/or Representation Agreement

  Yes

  No

  N/A

• Obtain insurance and ensure COM receives a copy

  Yes

  No

  N/A

• Give Pre-Admission Medical Forms (aka PAM)

  Yes

  No

  N/A

• Provide Phase 1 Checklist and Extended Item List

  Yes

  No

  N/A

• Arrange date for assessment

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

Required Tasks (before continuing move-in process)

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

  Yes

  No

  N/A

• Called family to confirm assessment and prepare them for appointment

  Yes

  No

  N/A

• Assessment completed and uploaded

  Yes

  No

  N/A

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

• Care costs provided to CRD

  Yes

  No

  N/A

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?

  Yes

  No

  N/A

Additional Pre-arrival Tasks

• Dietary information sent to culinary and dietitian

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• DNR posted in suite

  Yes

  No

  N/A

• Verified influenza vaccine status

  Yes

  No

  N/A

• TB Test Results - skin test/x-ray complete

  Yes

  No

  N/A

• Authorization to contact doctor and ambulance

  Yes

  No

  N/A

• Tier level and other care services entered in Yardi

  Yes

  No

  N/A

• Order medication

  Yes

  No

  N/A

• Authorization for small appliance(s)

  Yes

  No

  N/A

• PWP completed

  Yes

  No

  N/A

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

• Checklist completed on:

  Date

Required Tasks:

• Send draft lease, checklist, and resident handbook to client

  Yes

  No

  N/A

• Arrange for lease-signing with GM

  Yes

  No

  N/A

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

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

  Yes

  No

  N/A

• Have incentives been discussed?

  Yes

  No

  N/A

• Incentives (addendum required):

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

  Yes

  No

  N/A

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?

  Yes

  No

  N/A

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?

  Yes

  No

  N/A

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?

  Yes

  No

  N/A

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

• 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

  Yes

  No

  N/A

• Received void cheque for EFT payments

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

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

  Yes

  No

  N/A

• Lease signed and copy given to COM

  Yes

  No

  N/A

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?

  Yes

  No

  N/A

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

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

• Yes

  No

  N/A

• Completed on:

  Date

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

• Yes

  No

  N/A

• Completed on:

  Date

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

• Yes

  No

  N/A

• Completed on:

  Date

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

• Yes

  No

  N/A

• Completed on:

  Date

Upload Resident Agreement

• Yes

  No

  N/A

• Completed on:

  Date

Confirm Payer

• Yes

  No

  N/A

• Completed on:

  Date

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?

  Yes

  No

  N/A

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

ENTER TELEPHONE NUMBER TO BE PORTED HERE (IF APPLICABLE)

Required Tasks:

• Prepare suite and check for major deficiencies

  Yes

  No

  N/A

• Completed on:

  Date

• Complete separate suite inspection checklist

  Yes

  No

  N/A

• Completed on:

  Date

• Prepare keys and give to Concierge

  Yes

  No

  N/A

• Port or assign telephone number

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

Contact clients/family to begin Discovery Process

• Yes

  No

  N/A

• Completed on:

  Date

Confirm flat linen size

• Yes

  No

  N/A

• Completed on:

  Date

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

• Yes

  No

  N/A

• Preferred name/honorifics:

• Create temporary name plate while order is processed.

• Completed on:

  Date

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

• Yes

  No

  N/A

• Number of guests:

• Completed on:

  Date

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

• Yes

  No

  N/A

• Completed on:

  Date

Prepare pendant

• Yes

  No

  N/A

• Completed on:

  Date

Send Resident QRG to + Leadership group on Outlook

• Yes

  No

  N/A

• Completed on:

  Date

Resident/Family sign-off on PWP

• Yes

  No

  N/A

• Completed on:

  Date

Discovery Process upload

• Yes

  No

  N/A

• Completed on:

  Date

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?

  Yes

  No

  N/A

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

Room on housekeeping schedule

• Yes

  No

  N/A

• Day and housekeeper:

• Completed on:

  Date

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

• Yes

  No

  N/A

• Completed on:

  Date

Is the move-in Respite or Permanent?

• Permanent

  Respite

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

  Yes

  No

  N/A

• Completed on:

  Date

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

  Yes

  No

  N/A

• Completed on:

  Date

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

  Yes

  No

  N/A

• Completed on:

  Date

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