When you’re considering assisted living for your loved one, the application process can feel overwhelming. You want to find the right community that provides personalized support while helping them maintain their independence and dignity.
The assisted living application process typically involves seven key steps: understanding care requirements, researching communities, scheduling assessments, gathering documentation, planning finances, preparing for the move, and creating a personalized care plan. Each step brings you closer to finding a warm, supportive environment where your loved one can thrive.
Key Takeaways
- Initial assessments help determine if assisted living provides the right level of care.
- Required documents include medical records, insurance information, and legal paperwork.
- Multiple funding options exist, including personal savings, insurance, and veteran benefits.
- Personalized care plans adapt to individual needs and preferences.
Understanding Assisted Living Requirements
Your loved one may benefit from assisted living when daily tasks become challenging, but they don’t require round-the-clock medical supervision. This level of care supports individuals who need help with activities of daily living, such as bathing, dressing, medication management, or meal preparation, while encouraging independence in other areas.
The assessment process helps determine if assisted living provides the appropriate level of support. Communities evaluate physical abilities, cognitive function, and social needs to create a complete picture of care requirements. Some individuals may also benefit from specialized memory care services if cognitive changes are present.
During this evaluation, professionals consider your loved one’s current abilities and future needs. They look at mobility, medical conditions, and personal preferences to recommend the most suitable living arrangement and care level.
Schedule Your Initial Assessment
The initial assessment provides an opportunity for both you and the community to determine if it’s the right fit. During this comprehensive evaluation, staff members will discuss your loved one’s daily routines, medical needs, and personal interests to understand how they can provide meaningful support.
The assessment covers several key areas, including mobility and physical function, cognitive abilities, medication management needs, and social preferences. Staff will also discuss dietary requirements, activity interests, and any special accommodations that would enhance comfort and quality of life.
This conversation lays the foundation for a personalized care plan that honors your loved one’s individuality while addressing their specific needs. The assessment ensures that the community can provide appropriate support and enriching experiences.
What to Expect During Your Visit
The evaluation typically includes a conversation about your loved one’s current daily routines, the challenges they face, and their care goals. Staff will ask about medical history, medications, and any recent changes in physical or cognitive function.
This process helps determine the appropriate level of assistance and identify opportunities for your loved one to continue pursuing interests and maintaining independence. The goal is to create a care approach that supports both current needs and future well-being.
Gather Required Documents and Complete Applications

Medical documentation from your loved one’s physician provides essential information about current health status, medications, and any special care considerations. You’ll typically need recent physical exam results, a list of current medications, and information about any ongoing medical treatments.
At Peregrine Senior Living, we do not require income or asset verification however, some places require financial documentation. This may include insurance information, income verification, and details about assets or benefits that will help cover care costs. This information helps communities work with you to create a sustainable financial plan for long-term care.
Legal paperwork, such as identification, power of attorney documents, and advance directives, helps communities understand your loved one’s decision-making preferences and honor their wishes. Having these documents organized makes the application process smoother for everyone involved.
Getting Help With Paperwork
Community staff understand that gathering paperwork can feel overwhelming and are available to guide you through the process. They can explain which documents are needed and help you obtain missing information from healthcare providers or other sources.
Most communities provide reasonable timelines for completing paperwork and can work with you if certain documents take longer to obtain. Their goal is to support you through this transition, not to add to the stress during an already emotional time.
Plan Your Finances and Explore Funding Options
Personal savings, retirement income, and family resources often serve as the foundation for assisted living funding. Understanding monthly costs and creating a realistic budget helps ensure long-term financial sustainability and peace of mind for your family.
Long-term care insurance policies may cover some assisted living expenses, while Medicaid waiver programs can help individuals qualify. Veterans and their spouses may be eligible for Aid and Attendance benefits that help offset care costs.
Some communities offer different pricing structures or payment options that can make care more accessible. Exploring these possibilities early in the process gives you time to make informed financial decisions.
Working With Communities on Financial Planning
Many communities have staff members who specialize in helping families navigate funding options and understand available resources. They can provide information on insurance benefits, government programs, and community-specific financial assistance.
Creating a sustainable financial strategy involves looking at both current costs and potential future needs. Communities can help you understand how care costs change over time and plan accordingly for your loved one’s evolving needs.
Take the Next Step With Peregrine Senior Living
The assisted living application process involves multiple steps, but each step brings you closer to finding the right community for your loved one’s unique needs and preferences. At Peregrine Senior Living at Salisbury, we understand this journey can feel overwhelming, and we’re here to provide personalized guidance every step of the way.
Our approach focuses on celebrating what makes your loved one unique while providing the support they need to live comfortably and maintain meaningful connections. From the initial assessment through the creation of a personalized care plan, we work closely with families to ensure a smooth transition to community life.
We’d love to show you how our warm community, dedicated staff, and personalized approach to care can provide the support your family is seeking. Contact us today to schedule a personal tour and learn more about how we can help your loved one thrive in their next chapter.










This Thanksgiving, our hearts are full of gratitude…for the residents who inspire us with their wisdom, the families who entrust us with their loved ones, and the team members who lead with compassion every single day. ⭐
Every shared meal, every laugh, and every story is a reminder of what truly matters—community, connection, and love. ❤️
Wishing you a joyful and peaceful Thanksgiving surrounded by those you cherish most. 🍂
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