Resident Personal Data Sheet - Confidential and Proprietary

Assisted Living Company Name:


Section 1: Resident Information

  1. Full Name:

  2. Date of Birth: Age: Years

  3. Gender:

  4. Social Security Number (SSN):

  5. Medicare/Medicaid Number:

  6. Marital Status:

  7. Preferred Language:

  8. Religion/Spiritual Preferences:


Section 2: Contact Information

  1. Primary Address (if applicable):

  2. Phone Number: Email:

  3. Emergency Contact Name:
    Relationship: Phone:

  4. Secondary Emergency Contact Name:
    Relationship: Phone:


Section 3: Medical Information

  1. Primary Physician Name:
    Phone: Address:

  2. Medical Conditions/Diagnoses:


  3. Allergies (Food, Medication, Environmental):


  4. Current Medications:

    • Medication: Dosage: Frequency:

    • Medication: Dosage: Frequency:

    • Medication: Dosage: Frequency:
    • Medication: Dosage: Frequency:
  5. Special Medical Needs (e.g., oxygen, wheelchair, etc.):


  6. Advance Directives/Living Will: Location:


Section 4: Personal Preferences

  1. Dietary Preferences/Restrictions:

  2. Daily Routine Preferences:


  3. Hobbies/Interests:


  4. Preferred Activities:


  5. Cultural or Religious Practices:



Section 5: Financial and Legal Information

  1. Power of Attorney (POA) Name:
    Phone:  Email:
  2. Guardian/Conservator Name (if applicable):
    Phone:  Email:
  3. Insurance Information: Provider: Policy Number:
    • Provider: Policy Number:  
    • Provider: Policy Number:  
  4. Payment Method for Services:

Section 6: Additional Notes

  1. Resident’s Personal Goals:


  2. Family Involvement Preferences:


  3. Other Important Information:



Section 7: Consent and Authorization

  1. I authorize [Your Assisted Living Company Name] to use this information to provide care and services.
    Resident Signature:


    Date:

  2. I authorize the sharing of this information with relevant healthcare providers.
    Resident Signature:


    Date:


[Your Assisted Living Company Name]
Phone: Email:


Address:
Website: