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.
Admissions Process
The Admissions Process
- Research Senior Living Options – We understand that learning about your senior living options can be daunting. We have a library of resources that can help you as you begin to research care levels and senior living communities. In addition, our experienced nursing team can help answer any questions you may have.
- Inquire About Heritage – Contact us! Fill out our form, give us a call, or engage with our Virtual Sales Assistant to let us know you may be interested in joining us at Heritage Senior Living. We’ll learn a little bit about your needs, answer any questions you may have, and help you schedule a tour of your preferred community.
- Tour One or More Heritage Communities – Come take a tour of one of our 15 communities across Wisconsin. We’ll help you figure out which community may be best for you based on your care needs. Join us for a meal, view a room, our common areas, and even join in on our activities to get a feel for what life is like at a Heritage community.
- Decide on Which Community is Best for You & Reserve Your Spot – Once you decide that Heritage is the right place for you, you can reserve your apartment with a deposit. Please see our FAQs below for more information on deposits. In the case that there is a waitlist at your desired community, we’ll reach out when you’re at the top of the list.
- Fill out Your Admissions Paperwork – We’ll send you paperwork via docusign to review with your loved ones. We have a full list of other paperwork needs below.
- We’ll Develop Your Custom Care Plan – After receiving all the necessary paperwork, our care team will speak with you, your loved ones, and physicians, and perform an initial assessment on your needs to develop your individualized care plan.
- Move in – When you are ready to move in, we can provide preferred moving partners to help make your move stress-free. Feel free to move in whenever is convenient for you – no need to worry about reserving a time block or moving elevators. We will have carts available and ready for your use when you arrive. That’s it!
Admissions Paperwork
The majority of these forms will be sent to you and to fill out with docusign:
- Dementia diagnosis from the prospective resident’s physician (MC only)
- Application, Financial Statement and Income Verification
- Copy of Pension, Savings Account
- Power of Attorney Paperwork for Healthcare and Financial
- Copy of Driver’s License, Insurance Cards, Social Security Cards and Medicare
- DNR Paperwork with Wishes Indicated
- Life Story Paperwork
We’ll work with your medical team to get the following:
- Medical Report (Require Recent Visit) and Name of your Local Doctor/Visiting Physician
- Negative TB Test within the last 90 days or Chest X-Ray within 1 Year
FAQs
How much are the deposits for Heritage Senior Living?
Deposits differ depending on the care level. The deposit amounts are as follows:
- Assisted Living – $1,500, non-refundable
- Enhanced Assisted Living – $2,000, refundable
- Memory Care – $2,000, refundable
- Independent Living – Security deposit equivalent to one month’s rent
- Respite Care – No deposit required
Is my deposit refundable?
Deposits for the Enhanced Assisted Living and Memory Care levels of care are refundable within 6 months of making the initial deposit. Because Assisted Living is a Residential Care Apartment Complex, these deposits are non-refundable.
