The comprehensive assessment is the first step in determining the needs of an individual. The Life Care Professional will meet with the client in their current environment; home, facility or hospital, to evaluate the current situation and determine the current needs. This comprehensive assessment may include family, extended family, close friends and other support service representatives.  The information obtained is used to develop an individualized Plan of Care that best meets the client’s unique situation.


The care evaluation and needs assessment phase will address many of the following issues and concerns. We invite you to take a look at this list as you consider the many aspects of your future care management plan.

  • What is the current level of independence of the care recipient?
  • What is the current level of mobility?
  • Are they able to make rational decisions regarding their own health?
  • Are they able to make prudent decisions regarding their finances?
  • Are their legal documents in order?
  • Are they capable of independently running errands outside the home?
  • Can they keep up with general housework?
  • Can they cook for themselves?
  • Are they keeping on schedule with their necessary medications?
  • Are they maintaining their personal hygiene?
  • Can they use more companionship or socialization for their well-being?
  • Do they need constant supervision?
  • Have they been diagnosed with Dementia or Alzheimer's?
  • Are they having frequent falls?
  • Do they have family members living in close proximity for emergencies?

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