Resources

Welcoming a new resident isn’t just about paperwork — it’s about trust. Families want to know their loved one is in good hands and how they’ll stay informed along the way. This guide helps you build that trust from the start.

Before They Arrive

☐ Send a welcome email or folder with:
• What to expect in the first week
• Visitation info + contact sheet
• Key forms (consent, dietary, med list)

Offer a quick call or video chat before move-in to answer questions and explain your process.

First 48 Hours

☐ Walk the family through:
• Daily routine
• Medication handling
• How you’ll communicate

☐ Let them know when they’ll hear from you — and how (call, text, written updates).

First Week

☐ Provide a short “care snapshot” showing how the resident is settling in
☐ Schedule a check-in call to answer any questions
☐ Offer a copy of their updated care plan (or when to expect one)

Ongoing Touchpoints

☐ Share a monthly summary (can be simple)
☐ Keep a family log for visits, notes, or requests
☐ Use pre-filled packets for signatures; make it easy

Pro Tips!

✔ Families get overwhelmed; simplify where you can
✔ Post a contact sheet inside their folder or binder
✔ Ask for special preferences: favorite snacks, music, or comfort routines
✔ Always follow up calls with a quick summary in writing

Want to Make Onboarding Even Smoother?

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