Assisted Living Individualized Service Plan (ISP)

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Assisted Living Individualized Service Plan (ISP) Resident Name: Female Male Date: For: Initial Six months Other Note: Services to be provided and by whom: Any additional information or change of service on this ISP must be indicated in bold type, capital letters, or by using a different color ink and dated. Indicate the reason for any change in service in the last column, and the date of the change. Key: N/A = Not Applicable, RA = Resident Aide, N = Nurse, P = Physician, L = Lab Tech, T = Therapist, O = Other Part 1 Care Needs Medical - Nursing Lab Test Pacemaker Dialysis Skilled Nursing, Treatments &/or Education Specialists (eg podiatrist, chiropractor) Injection Insulin Other Type Dressing Other Specify Medical Equipment Pain Management Other Type 1+ Assist (requires more than intermittent assistance with equipment EALR required) health prevention aide-level health related activities other specify Rehabilitation PT OT Speech Therapy Other: Nutritional Diet Meal Assist Regular NAS NCS Chopped as needed Soft Dietary Supplement Specify: Meals Snacks Chewing Difficulty Swallowing Difficulty Other:

Resident Name: Date: ISP Page 2 of 5 Fluid Restrictions/ Encouragement Dietary Supplements Other Specify: Functional Personal Hygiene Continence Skin Care Dressing Medications Shower Bath Equipment Hearing Aide: R L Eyeglasses Reading Always Hair: Shampoo Grooming Shave Teeth Care Denture Care Nail Care Foot Care Assist with bathroom Assist with protective garment change Ostomy Care Chronic unmanaged incontinence (chronically unwilling or unable to participate, with help from staff, so that cleanliness and sanitation can be maintained - EALR required) Location & Type: Coordinate Upper Lower Other Self Assist Transfer Mobility Falls Risk Reduction Respiratory Therapy & Oxygen Equipment 1+ Assist (chronically chairfast and/or chronically needs one person assist to transfer EALR required) Walker Cane Wheelchair Crutches Escort: 1+ Assist (chronically needs one person to assist to walk or to climb/descend stairs- EALR required) No Known History Other: Self-managed Type: Self-managed Prosthesis Braces Other

Resident Name: Date: ISP Page 3 of 5 Cognitive Orientation Specialized Services Sensory Mental Health Social Education & Employment Intellectual Recreational Spiritual Cultural Financial N/A Remind Cue Supervise Accompany N/A Dementia Care, Secured Unit (requires SNALR) Environmental modifications Supervision/Monitoring Hearing Vision Speech Other: Diagnosis: Treatment Required Yes No Substance Abuse Coordination with SA provider Desire for continued or future education: If yes, specify: Desire to work or volunteer If yes, specify: Desire for new or continued intellectual activity If yes, specify: Desire for new or continued recreational activity No Yes, Specify: Specify: Desire for new or continued spiritual activity No Yes, Specify: Desire for new or continued cultural activity No Yes, Specify: Assistance with access to financial benfits (i.e. Medicare, Medicaid, Social Security, Veteran s Admin., Pensions, etc.) Managed Independently Assistance of family, resident rep. or legal rep. Specify:

Resident Name: Date: ISP Page 4 of 5 Other Comments: Print Name, Title and Organization of Individuals Participating Resident Resident s Representative Resident s Legal Representative (if ) ALR Provider s Representative Was the Resident s Primary Physician Consulted? Yes Indicate physician s name and date: No Home Care Services Agency Rep. Signature ALR Provider s Representative Signature Date (if ) Documentation of ISP Review: For 6-month ISP reviews please consider and review any changes in the following areas: Communication/Dental/Vision/Hearing; Customary Routine, Continence Status/Management, Physical Function, Cognitive Impairment Screen, and Admission Decision. I am confirming the ISP services as listed above, including any changes that have been made since the last review. I have reviewed the ISP services as listed above and recommend the following change(s) in service: Name Title Date Signature Documentation of ISP Review: For 6-month ISP reviews please consider and review any changes in the following areas: Communication/Dental/Vision/Hearing; Customary Routine, Continence Status/Management, Physical Function, Cognitive Impairment Screen, and Admission Decision. I am confirming the ISP services as listed above, including any changes that have been made since the last review. I have reviewed the ISP services as listed above and recommend the following change(s) in service: Name Title Date Signature Attach Documentation of additional ISP Reviews as Necessary

Resident Name: Date: ISP Page 5 of 5 Assisted Living Individualized Service Plan Addendum for Enriched Housing Program/Assisted Living Residences (If ) Note: Services to be provided and by whom: Any additional information or change of service on this ISP must be indicated in bold type, capital letters, or by using a different color ink and dated. Indicate the reason for any change in service in the last column, and the date of the change. Key: N/A = Not Applicable, RA = Resident Aide, N = Nurse, P = Physician, L = Lab Tech, T = Therapist, O = Other The following information pertains to additional tasks not included on the ISP relating to the enriched housing program functional assessment Activity Instrumental Activities of Daily Living Transportation Laundry Housekeeping Shopping Ability to use telephone independent, drives own car or accesses transportation on own & chooses to do so wants or needs someone to drive them, but does not require an escort must be accompanied by an escort requires special transportation specify is able & chooses to do own laundry is able & chooses to do light laundry, but wants/needs assistance with heavy laundry needs or chooses ALR to do all laundry is able & chooses to do all housekeeping tasks in room/apartment is able & chooses to do light housekeeping, but wants/needs assistance with heavier cleaning tasks Specify needs or chooses ALR to do all housekeeping is able & chooses to shop on their own & carry or transport packages on their own is able & chooses to do light shopping on their own, but wants/needs assistance with major shopping Specify needs or chooses ALR staff or other person (i.e. family member) to do all of their shopping -has phone & dials numbers and answers calls without assistance has specially adapted phone and dials numbers and answers calls without assistance chooses or needs ALR staff to help them make calls or make the calls on their behalf