Plans & Policies

Appraisal, Needs & Services Plan

Before admitting any resident, California RCFEs must complete a pre-admission appraisal and develop an individualized needs and services plan. This document covers the full process under CCR §87457 and §87463.

Regulatory requirement CCR §87457 & §87463 - Required before admitting any new resident

What’s included

  • Pre-admission appraisal tool covering all required assessment areas
  • Individualized needs and services plan template
  • ADL (Activities of Daily Living) functional assessment section
  • Cognitive and behavioral assessment fields
  • Designated responsible party information and authority fields
  • Care plan review schedule (30-day initial, 6-month, and annual)
  • Administrator and physician signature blocks
  • Editable Microsoft Word format

Who needs this

  • All RCFE administrators (required before every new resident admission)
  • Facilities that received a CDSS deficiency for inadequate pre-admission assessment
  • Operators establishing their resident care documentation systems
Plans & Policies $129
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  • California RCFE compliant
  • Editable Word format
  • One-time purchase
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3

Customize and use

Fill in your facility-specific details in the editable Word file and include it in your CDSS application or operations.

Questions answered

Frequently asked questions

What is a pre-admission appraisal?

Under CCR §87457, an RCFE must conduct a written assessment of a prospective resident's functional status, medical needs, cognitive abilities, and behavioral characteristics before admission. The appraisal determines whether the facility can safely meet the resident's needs.

What is the difference between the appraisal and the needs plan?

The appraisal is the assessment (gathering information about the resident). The needs and services plan is the document that translates the appraisal findings into specific care commitments: what services the facility will provide and how.

When must the care plan be updated?

The initial care plan is due within 30 days of admission. Subsequent reviews are required every 6 months and annually. The plan must also be updated whenever the resident's condition changes significantly, after any fall or health event, or at the request of the resident or responsible party.

Does the physician need to sign the needs plan?

For residents with medical complexity (including bedridden residents, G-tube users, or those with significant diagnoses), physician involvement and often a signature is required. The document includes physician signature blocks for these situations.

Can a resident or family member request changes to the plan?

Yes. Under CCR §87463, residents and their designated responsible parties have the right to participate in the development and revision of the needs and services plan. The document includes fields to document resident and family participation and consent.