Resident admission checklist
Onboarding checklist template
Check this template against your local regulations and your own policies before you use it.
- Employee
- Role
- Start date
- Buddy or manager
Admission
From the agreed move-in date to the end of the first month
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before arrival | ||||
| Get the signed agreement and consent forms | Before day 1 | |||
| Get the medication list and doctor’s details, and arrange the pharmacy | Before day 1 | |||
| Get the advance care plan and substitute decision-maker’s details, if any | Before day 1 | |||
| Prepare the room and any equipment they need | Before day 1 | |||
| First day | ||||
| Welcome them and their family, and show them their room, the call bell and the dining room | Day 1 | |||
| Take a photo for the medication chart and identity checks | Day 1 | |||
| Check the medication brought in against the medication list | Day 1 | |||
| Record allergies, diet and swallowing needs, and tell the kitchen | Day 1 | |||
| First week | ||||
| Complete the falls, skin, pressure injury, nutrition and continence assessments | Week 1 | |||
| Complete the cognition, mood and pain assessments | Week 1 | |||
| Learn their history, routines and preferences from them and their family | Week 1 | |||
| Write the care plan and go through it with them and their family | Week 1 | |||
| First month | ||||
| Review how they have settled with them and their family | Month 1 | |||
| Update the care plan from what you have learned | Month 1 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
