A caretaker places a hand on top of an older adult's hand in an assisted living community.

When it’s time to explore assisted living for yourself or a loved one, the process can feel overwhelming. But with the right guidance and a clear plan, applying for assisted living doesn’t have to be stressful. Whether you’re helping a parent take this next step or planning ahead for your own future, knowing what to expect can make all the difference.

To apply for assisted living, you’ll need to:

  • Meet health and care requirements
  • Complete a needs assessment
  • Provide medical documents
  • Fill out required forms
  • Create a personalized care plan

At NorBella Champlin, our assisted living services are designed to support residents in leading full, enriched lives. We offer a welcoming environment, expert caregivers, and a range of activities to help every person feel at home. You can also explore our amenities offerings to see what makes our community a special place to live.

Assisted Living Requirements

Before applying, it’s helpful to know the general requirements for assisted living. While each community may have specific policies, many share similar expectations for potential residents. The person must:

  • Need help with at least 1–2 activities of daily living (ADLs) such as bathing, dressing, or medication reminders
  • Be in stable medical condition (not requiring 24/7 nursing care)
  • Be able to participate in community life safely
  • Pass a health or wellness assessment prior to admission

For those with advanced memory impairments or intensive medical needs, memory care or skilled nursing may be more appropriate. If you’re unsure, you can always contact NorBella Champlin or explore our assisted living services to learn about the right fit.

How to Apply for Assisted Living: Step-by-Step

The application process typically follows several key steps. Here’s how to get started and what to expect along the way:

  1. Research Assisted Living Communities

The first step is identifying which assisted living communities meet your loved one’s needs and preferences. Consider factors such as:

  • Location (proximity to family)
  • Services and amenities
  • Medical care access
  • Social activities
  • Cost and payment options

Many families start by touring communities or setting up virtual consultations. Don’t hesitate to ask questions about care levels, meals, transportation, and enrichment programs.

  1. Schedule an Initial Assessment

Most assisted living communities require a formal assessment before moving forward. This is not a test—it’s simply a way for staff to better understand your or your loved one’s care needs and daily routines.

A nurse or intake specialist will typically assess:

  • Mobility (ability to walk or use assistive devices)
  • Cognitive status (memory or orientation issues)
  • Personal care needs (such as bathing and grooming)
  • Medical conditions
  • Medication management needs

This information allows the community to build a personalized care plan and confirm that their services align with your loved one’s needs.

Nurse helping senior off walker onto a couch.
  1. Gather Required Documents

During or after the assessment, you’ll be asked to gather important documents, such as:

  • Medical history or physical examination report
  • Proof of insurance (e.g., Medicare, Medicaid, or private insurance)
  • Physician’s orders, including prescriptions and ongoing treatments
  • Power of attorney (POA) or guardianship paperwork, if applicable
  • Identification documents

Some assisted living communities may also ask for financial documentation to help confirm payment sources or eligibility for certain programs.

  1. Complete the Application Forms

After assessments and documentation are gathered, you’ll be guided through the official application. This typically includes:

  • Application for admission
  • Consent forms for care and treatment
  • Insurance authorization forms
  • Resident agreements covering costs, services, and policies
  • Privacy and confidentiality forms

A team member from the community will walk you through these forms step by step, confirming you understand every document before signing.

  1. Review Costs & Payment Options

It’s important to fully understand the costs associated with assisted living before finalizing your application. Assisted living is generally paid for out of pocket, through long-term care insurance, or using savings.

Depending on the community, pricing might be:

  • All-inclusive
  • A base rate plus add-ons for specific care services
  • Monthly rental fees with varying care levels

Some families may also use Medicaid waiver programs if applicable in their state. Don’t hesitate to ask your assisted living community about financial planning resources to help navigate these decisions.

  1. Move-In Preparation

Once your application is complete and accepted, you’ll begin planning the move. Here are a few ways to make the transition smoother:

  • Downsize and organize belongings for the new living space
  • Coordinate transportation and logistics
  • Familiarize yourself with the community’s daily schedule, dining services, and resident programs
  • Set up the living space with familiar and comforting belongings to create a homey environment

Staff at NorBella Champlin will work closely with your family to make sure this transition feels supportive and positive.

  1. Create a Personalized Care Plan

The final step in the application process is the development of a personalized care plan. This outlines the resident’s care needs, preferred routines, and any special requirements for medication, mobility, or diet.

The care plan isn’t set in stone—it’s reviewed regularly to make sure it reflects the resident’s current health and lifestyle. This makes sure that your loved one receives the right level of support at every stage.

Get Support with Your Assisted Living Application

Applying for assisted living may feel overwhelming at first, but you’re not alone in the process. At NorBella Champlin, we’re here to help every step of the way, from your first tour to move-in day and beyond.

Reach out today to learn more about how our personalized approach, compassionate caregivers, and beautiful community can help make assisted living a rewarding new chapter in your life or that of your loved one.