Admissions Process

Heritage Senior Living

At Heritage Senior Living, we understand that transitioning to a new environment can be both stressful and emotional—especially for older adults and their loved ones. That’s why we strive to make the process as smooth and straightforward as possible. Here, you’ll find helpful information about our admissions process across all of our communities, along with frequently asked questions and everything you’ll need to prepare for move-in.

At Heritage Senior Living, we know that transitioning into a new environment can be a stressful and emotional time for anybody, but especially for older adults and their loved ones. As such, we try to make the process as simple as possible. Here, you’ll find information about our admissions process at any of our communities as well as FAQs, and what you’ll need to get moved in.

The Admissions Process

Start the Conversation

Reach out whenever you’re ready. You can fill out our online form, give us a call, or connect with our Virtual Sales Assistant. We’ll learn a bit about your needs, answer your questions, and help you schedule a tour at the community you’re most interested in.

Tour a Heritage Community

Visit one (or more) of our 15 communities across Wisconsin. During your tour, you’ll have the chance to explore apartments and common spaces, meet team members, and get a feel for daily life. You’re welcome to join us for a meal, see an apartment, and even take part in activities—so you can experience what it’s like to live at Heritage.

Choose Your Best-Fit Community and Reserve Your Apartment

Once you decide Heritage is the right fit, you can reserve your apartment with a deposit. (You can find more information about deposits in our FAQs.) If there’s a waitlist at your preferred community, we’ll stay in touch and contact you as soon as you’re at the top of the list.

Create Your Personalized Care Plan

Our care team will connect with you, your loved ones, and physicians as needed. We’ll complete an initial assessment to better understand your preferences and care needs, then develop an individualized care plan designed specifically for you. We will also work with your healthcare provider to obtain the necessary documentation needed for admission.

Complete Move-in Paperwork

We’ll send your move-in paperwork through Senior Sign so you can review it easily with loved ones, and we will schedule an appointment with you and the Executive Director to answer questions, finalize and sign the contract and addendums. We’ll also provide a clear checklist of any additional forms or documents needed to keep everything organized and simple.

Move In—With Support Along the Way

When you’re ready, we’re here to help make move-in as smooth as possible. We can provide preferred moving partners to reduce stress, and you can move-in at a time that’s convenient for you. When you arrive, we’ll have carts available and ready to help you get settled.

That’s it—we’ll guide you

every step of the way.

Admissions Paperwork

What to expect and how we’ll help

To make the move-in process as smooth and straightforward as possible, most of our required forms will be included in your tour packet or sent to you digitally for easy completion and review with your loved ones. Our team is always available to answer questions and guide you through each step.

Forms You’ll Complete

The following information and documents are typically completed or provided by you:

Application, financial statement, and income verification
Copies of pension and savings account information
Power of Attorney documentation for healthcare and financial matters
Copies of a Driver’s license, insurance cards, and social security card
Advanced Directives and Power of Attorney paperwork with wishes clearly indicated
Life story paperwork to help us better know and support you, or your loved one

Medical Information We’ll Help Coordinate

We’ll work directly with you and your medical team to obtain the following:

A medical report from a recent physician visit, including the name of your local doctor or visiting physician and pertinent medical information
A complete list of medications you or your loved one is currently taking
A negative TB test completed within the last 90 days, or a chest x-ray.

Our goal is to keep this process organized, clear, and stress-free, so you can focus on preparing for your move and feeling confident in your next step with Heritage Senior Living.

Admissions Process

FAQs

How much is a deposits for Heritage Senior Living?

To reserve your place at Heritage Senior Living, a $1,000 deposit is required. This deposit helps ensure your spot as you plan your next steps.

If your preferred apartment is available, the deposit will reserve that specific apartment for up to 30 days, giving you time to complete paperwork and prepare for move-in.
If your desired apartment is not currently available, the deposit will place you on our paid waitlist. As soon as your preferred apartment becomes available, our team will contact you right away.

Is the deposit refundable?

Yes. The deposit is fully refundable for any reason—no questions asked. If your plans change at any time, your deposit will be returned to you, giving you added flexibility and peace of mind.

Experience the Difference

at Heritage Senior Living

See our state-of-the-art facilities and learn about our comprehensive services.
Come see why Heritage Senior Living is the premier choice for exceptional care. Explore our vibrant community and find the perfect fit for your loved one.