(a)

1. (1) An initial needs assessment or evaluation is to be completed for each resident to identify all needed services.
2. (2) Subsequent needs assessment or evaluation is to be completed on each resident at least annually and more often as changes occur.
3. (3) If the needs assessment or evaluation completed on the resident indicates that he or she has general service needs, a services plan shall be developed and shall become a part of the resident’s occupancy admission agreement.

4. (4)

   1. (A) If the needs assessment or evaluation indicates the resident has healthcare service needs, the resident is not appropriate for Level I assisted living unless the health needs can be met by a licensed home health agency.
   2. (B) A copy of the home health agency’s plan shall be filed in the resident’s record.

(c)

1. (1) If the resident does not have any service needs, a resident services plan portion of the occupancy admission agreement is not needed.
2. (2) However, the facility must document how and where the evaluation was performed and that the resident does not have any service needs.

(e)

1. (1) The resident or his or her responsible party shall participate in and, if the resident or his or her responsible party agrees, family members shall be invited to participate in the development of the resident’s services plan portion of the occupancy admission agreement.
2. (2) Participation shall be documented in the resident’s record.