New Residents

One of the first questions families ask is what they need to do to have a loved one come into our care. Change can be overwhelming for everyone, so it’s important we make the process for new residents as simple as possible.


We have created four easy steps for new residents. We invite you to contact us when you are ready to have a discussion about how each step is designed to create less stress and a better transition for your loved one.

Step 1: Come Visit Us

We encourage our visitors to take a tour and stay for lunch. It’s important for you to try the food, meet our residents and interview our caregiving staff. We want you to love the environment, like the folks that will be your friends and neighbors, and enjoy the people who will work hard to make your daily life fun.

During your visit, we will provide you with an Application and Confidential Financial Statement to take home to review and complete.

Step 2: Complete a Profile

We ask families to return a completed Application and Confidential Financial Statement to us by email, fax, mail, or personally dropping it back off. If needed, we can direct you to services that can assist you in obtaining funding such as Medical Assistance, VA, and Family Care Funding.

Step 3: Get Assessed

Everyone has different needs and wants. We believe our residents should only pay for what they need so we offer six levels of care.

An assessment determines need and the correct level of care. We ask a series of questions regarding your mental, emotional and physical needs and capabilities. This is a free service and can be performed while visiting our community or in the comfort of your own home. We invite family or close friends to be present during this time.

Step 4: Meet With Us

Prior to moving in, we will meet to review and sign several documents including the Admission Agreement, Resident Rights and Consent to Treat. Each resident is required to pay a Community Fee which is refundable up to 6 months after moving in.

We provide families with the following list of documents to bring to the meeting:

  • Social Security card
  • Medicare card
  • Health insurance and pharmacy prescription card (if applies)
  • Power of Attorney for Health Care or Legal Guardianship document (if applies)
  • Power of Attorney for Financial document (if applies)
  • Statement of Incapacity (if applies)
  • Advance Directives, Living Will, or End of Life Directives (if available)
  • Protective Placement documents (if applies)

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Experience Heartwood Homes for Yourself

In Good Hands

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No Doubts

A year after our mother was diagnosed with Alzheimer’s, my brothers and I realized she was no longer safe living independently. We visited several assisted living facilities to find the right place for our mother. We chose Heartwood Homes and during the 17 months she...

The Right Choice

For the past three years, my father Chester, was a resident of Heartwood Homes. The decision to place my dad was difficult but we soon realized that our choice of Heartwood Homes was the very best. For three years the staff loved and cared for my dad and in doing so...


An amazing memory care community for seniors! My mother in law was in Heartwood Homes until she passed away in November 2019 and we are so thankful for the caring staff and wonderful support that she (and our whole family) received from Heartwood Homes. In addition to...

Well Cared For

Heartwood Homes took care of my brother for 6 years. Prior to that, he was in a facility in Illinois that although caring, had so many residents that there was little personal caring. Jason and staff always had my brother’s best interests in mind. They made him feel...

Peace of Mind

Heartwood Home’s intimate, secure setting has given our family complete peace of mind. The owners and staff are truly caring people, providing for their resident's physical, social and cognitive needs. The family-like atmosphere has helped our Dad feel comfortable. We...