RESIDENT ASSESSMENT

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* Initial assessments and Annual re-assessments must be completed thoroughly. Assessments completed because of a
change in condition will be addressed only in areas of change.*
RESIDENT ASSESSMENT
Name
Date of Birth
Primary Diagnosis
Secondary Diagnosis
Reason for Assessment
 Initial  Annual
Date of Assessment
History Received From:
 Noteworthy Change
LIVING ARRANGEMENTS (this section to be completed on initial assessment only)
Current Home Conditions
 Clean
 Unclean
Safety
 Good
 Fair  Poor
Hygiene
 Good
 Fair 
Poor
Comments:
________________________________________________________________________________________________________
________________________________________________________________________________________________________
Temperature
Pulse
BP
Respiration
Height (ft/in)
Weight (lb)
ALLERGIES
Medications
Foods
Pollens
Other
Comments:
_______________________________________________________________________________________
_______________________________________________________________________________________
HABITS
Do you smoke?

Yes  No
Do you drink alcohol?
Amount

Amount
Yes  No

Do you use recreational drugs? Type(s)


Yes
 No

Number of Years

Number of Years

Number of Years

Last Usage

Last Usage

Last Usage

If a current smoker, evaluate ability to smoke independently. Any special safety provisions required?
HOBBIES/INTERESTS:
Hobbies/activities enjoyed:
Community Contacts:
CULTURAL/SPIRITUAL
Religious/Cultural Affiliation
Are there any religious, cultural, or ethnic practices that will affect your care?
Page 1 of 6
Resident Assessment
MEDICAL HISTORY:
SURGICAL HISTORY
SURGERY
DATE
SURGERY
1.
6.
2.
7.
3.
8.
4.
9.
5.
10.
DATE
MEDICATIONS
Who is responsible to purchase medications?
Who is responsible to store medications?
Who is responsible to administer medications?
Primary Pharmacy:
MEDICATION
Phone Number:
DOSAGE
ROUTE
FREQUENCY
DATE OF RX
PHYSICIAN
Any over-the-counter medications commonly used, and reasons for use:
Have there been any recent changes in medications? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If yes, explain:
COMFORT
Pain/Discomfort
Intensity (1-10)
Location
 Yes  No
How do others recognize that you are in pain?
What relieves your pain?
SLEEPING PATTERNS:
Page 2 of 6

Yes
 No
Resident Assessment
COMMUNICATION
Speech
Education Level
Primary Language
Hearing
Vision
Modes of expression:
Able to make self understood?
 Yes  No
Explain:
Able to understand others?
 Yes  No
Explain:
Comments:
ABILITIES: Activities of Daily Living
ACTIVITY
Independent
Needs
Assistance
Dependent
RECOMMENDATIONS
Eating
Ambulation
Transfer
Grooming
Oral Hygiene
Toileting
Dressing
Bathing
Food Preparation
Medications
Manage Finances
Healthcare Visits
DAILY ROUTINES: typical
6 AM
6 PM
7 AM
7 PM
8 AM
8 PM
9 AM
9 PM
10 AM
10 PM
11 AM
11 PM
12PM
12 AM
1 PM
1 AM
2 PM
2 AM
3 PM
3 AM
4 PM
4 AM
5 PM
5 AM
ORTHOPEDIC
Equipment Used/Comments:
Page 3 of 6
COMMENTS
Resident Assessment
NEUROLOGICAL
Mental Status
 Oriented  Alert
Confused/Disoriented To:
Motor Movement
Right Arm:
Paralysis


Cooperative
Agitated  Anxious  Confused
Level of Consciousness:
Left Arm:
Right Leg:
Syncope
 Yes  No
Location

 Yes  No

Restless
Left Leg:
Vertigo
 Yes
Tremors
 Yes
 No
Seizures
Type
Duration
Last Seizure
 Yes  No



 No
Comments:
RESPIRATORY
Airway
Breathing
Oxygen Therapy
Type

 Yes  No

Sounds
Right:
Liters per Minute:
Left:
Assistance Required:
 Yes  No
Comments:
CARDIOVASCULAR
Dizziness
 Yes
Shortness of Breath
 Yes  No
 No
Edema
 Yes
Cyanosis
 Yes
 No
 No
Comments:
GASTROINTESTINAL
Diet
Appetite
Mouth Problems
# Meals/day
# Snacks/day
Dietary Supplements
Recent Wt loss/gain
If yes, explain:
 Yes  No

Swallowing Difficulties:
If yes, explain:
 Yes  No

Dentures
 Upper  Lower 
Teeth Problems
None
Bowel Schedule/Patterns

Yes

If yes, explain:

No
Bowel Management Program

Check all that apply:
 Incontinent  Laxative use
Yes
 Constipation  Diarrhea

No
Use of Incontinence Products?

Comments/preferences:
Page 4 of 6
Yes

No
Specify:

Specify

Resident Assessment
GENITOURINARY
Bladder
 Dribbling
 Incontinent
 Stoma
 Stones
 Frequency
 Difficulty
 Burning
 Retention
 Nocturia
 Distention
 UTI  Hematuria
Starting Stream
Onset of Symptoms
Catheter

Type
Yes
Dialysis



Yes
Size

No
No
Last Changed


Frequency
Location of Dialysis Service/Phone contact


Comments:
SKIN
Color
Temperature
PROBLEMS
Turgor
LOCATION(S)
PROBLEMS
Edema
Dry Skin
Flaky Skin
Rash
Lesion
Scars
Burns
Ecchymosis
Abrasion
Laceration
Pressure Ulcer
Wound
Dressings
Stoma
Colostomy
 Bag
LOCATION(S)
Wounds/
Location
 Decubitus 
Length

Width

Depth

Frequency
 Dressing: 
List any previous or potential skin conditions:
Comments:
SAFETY ISSUES
Does the participant have the ability (physical, cognitive, etc) to leave the boarding home without
supervision? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 Yes 
No
 Yes 
No
 Yes 
No
Explain:
Can participant access emergency response without assistance? . . . . . . . . . . . . . . . . . . .
Explain:
Can participant access emergency exits independently? . . . . . . . . . . . . . . . . . . . . . . . . . .
Explain:
Page 5 of 6
Resident Assessment
List any additional safety needs:
DECISION-MAKING CAPABILITIES
Can make own decisions:
 Yes 
Alternate Decision Maker/Contact #:
Advance Directives in place, if any:
No
Scope of decision-making abilities:
ADDITIONAL ASSESSMENT TOOLS USED (please see attached forms, as necessary)
Mental Health
 Yes 
Dementia
No
 Yes 
Other
 Yes 
No
No
NURSING NEEDS/DELEGATION ISSUES:
RECOMMENDATIONS:
COMMENTS:
___________________________________
Signature of prospective resident/resident
___________________________________
Signature of Person Completing Assessment
___________________________________
Signature of Registered Nurse, if applicable
(Only if different from person completing Assessment)
________________________________________
Signature of responsible party/family
________________
Credentials
________________
Date
Page 6 of 6
_____________________
Date
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