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REFERRAL FROM: Contact: Phone #: GENERAL INFORMATION: Name of Applicant: Age: Home Address: DOB: Sex: male female Phone #: Marital Status: married single divorsed other FINANCIALLY RESPONSIBLE PARTY: Name: Relationship: Address: Phone #: Home: Work: Legal Authority: Anyone appointed Power of Attorney, Guardian, and/or Health Care Proxy? Yes No If so, who: Power of Attorney Guardian Health Care Proxy Additional Relative - Significant Other: Name Address Relationship Telephone # HOSPITALIZATIONS: (in last 60 days): Yes No Name of Hospital: Date of Admission: Name of Physician: Primary Diagnosis: Secondary Diagnosis: Physician to follow to facility: Phone #: RESIDENT ACTIVITY HISTORY Patient Name: Age: Caregiver Name: Date: Relationship: Years Known: PREVIOUS NURSING HOME STAY: Within the last 60 days? Yes No Name of Facility: Contact: Phone #: Medicare Days Used: Dates of Service: From To Religion: Church: TYPE OF PLACEMENT APPLICANT IS SEEKING: Long-Term Short-Term Questionable Respite Care Length of Stay: from to **FINANCIAL INFORMATION** Social Security #: Medicare #: Medex #: Other Insurance: Medicaid #: Date of Eligibility: (Pending Medicaid) Application Submitted: Yes No Applied When?: Applied Where?: Name of Medicaid Agent and Telephone #: Copy Available?: Yes No If pending Medicaid, appointment made with Business Office to review application: Veteran or Spouse of a Veteran? Veteran Spouse of a Veteran Neither Any other insurance that will cover nursing home care?: Name Address Insurance # Telephone #
BURIAL ACCOUNTS: Prepaid Funeral Arrangements: Yes No Name of Funeral Home: Address: ***************************************************** I certify that I have fully investigated the applicant’s financial records and that this is a true and complete statement of the applicant’s current income and assets and any gifts or transfers for less than fair market value in excess of $1,000.00, that the applicant has made within the 36 months prior to the date of this application. Applicant E-mail Address: Responsible Party Signature Date:
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