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What should be included in the resident's person-centered care plan: daily medication list, preferences, and routines, previous address, caregiver's name?

5 min read

According to the Centers for Medicare & Medicaid Services (CMS), comprehensive, person-centered care plans are legally required and must describe the services a resident will receive to attain their highest practical well-being. But what should be included in the resident's person-centered care plan: daily medication list, preferences, and routines, previous address, caregiver's name?

Quick Summary

The resident's person-centered care plan must include their daily medication list, personal preferences, and routines, while a previous address and caregiver's name are typically recorded as part of administrative or emergency contact information rather than the core care plan.

Key Points

  • Essential Care Plan Components: A person-centered care plan must include daily medication details and the resident's personal preferences and routines for daily life, such as sleep and meal schedules.

  • Administrative vs. Care Plan Data: Information like a previous address or a caregiver's name is administrative or emergency contact data and is not part of the resident's core care plan.

  • Focus on Preferences: The care plan should capture more than medical needs, detailing the resident's likes, dislikes, hobbies, and social or spiritual preferences to promote a sense of autonomy.

  • Dynamic and Adaptable: A person-centered care plan is a living document that must be regularly reviewed and updated, especially after significant health changes, to remain effective and responsive to the resident's evolving needs.

  • Holistic Approach: The plan should address a resident's full well-being, encompassing physical, mental, and psychosocial needs, with goals set in collaboration with the resident and their family.

In This Article

Understanding the Core of Person-Centered Care

Person-centered care is an approach that emphasizes the individual's unique qualities, values, and preferences, placing them at the center of their own care decisions. Unlike traditional models that focus on a diagnosis or a standardized routine, this philosophy builds on a person's life history, abilities, and desires to craft a holistic plan that promotes autonomy and dignity. This shift in focus is critical for improving quality of life and ensuring seniors feel respected and heard in their residential or long-term care setting. A comprehensive care plan serves as the blueprint for achieving these goals, guiding the care team in providing personalized support.

The Mandatory Elements: What Belongs in the Plan

At its heart, a person-centered care plan contains several non-negotiable elements that ensure the resident's well-being is prioritized. These legally mandated components provide the framework for effective, individualized care.

  • Daily Medication List: A comprehensive and accurate medication list is a critical safety component. It includes all prescribed medications, dosages, administration schedules, and any over-the-counter or herbal supplements the resident takes. The plan should also detail any medication allergies or adverse reactions. Regular reconciliation and review are necessary to ensure the list remains current and free of potential interactions.
  • Preferences and Routines: This is the cornerstone of person-centered care. The care plan must document the resident's personal preferences regarding their daily routines. This goes beyond simple medical needs to include:
    • Wake-up and Bedtime: Documenting whether a resident is a morning person or a night owl.
    • Mealtime Choices: Detailing dietary likes and dislikes, and preferred dining times.
    • Bathing and Hygiene: Capturing preferences for shower or bath schedules, and privacy considerations.
    • Social Activities: Recording hobbies, interests, and how the resident prefers to socialize. A person who loves gardening should have opportunities to do so, for example.
    • Spiritual Needs: Acknowledging and respecting religious or spiritual practices.

The Administrative vs. Care Plan Distinction

It's important to differentiate between the core care plan and general administrative records. While a previous address and a caregiver's name are vital pieces of information collected by a facility, they don't belong in the resident's person-centered care plan itself.

  • Previous Address: This is administrative data, used for admission paperwork and medical history. Its inclusion in the care plan provides no benefit to the day-to-day services provided. Instead, the focus should be on the resident's current living environment and community integration.
  • Caregiver's Name: The primary caregiver's name is typically included in emergency contact and communication records, ensuring family is involved in discussions and kept informed. While family representatives are involved in the planning process, the core care plan focuses on the resident's own expressed wishes, not solely on the designated caregiver. The care plan does, however, need to consider caregiver availability and capacity when planning for potential future discharge.

Additional Critical Components of a Comprehensive Plan

Beyond the basics, a truly comprehensive person-centered care plan should address the resident's needs holistically. According to regulations and best practices, it should also include:

  • Baseline and Comprehensive Assessment: A facility must complete a full evaluation of the resident's condition within 14 days of admission. This assesses physical, mental, and functional abilities, and informs the initial and comprehensive care plans.
  • Goals and Desired Outcomes: The plan must outline measurable objectives and timeframes to meet the resident’s needs. These goals should be realistic and reflect the resident’s wishes and potential for future discharge.
  • Interdisciplinary Team Roles: The plan is prepared by an interdisciplinary team, including the physician, a registered nurse, and other specialists as needed. The plan should define who is responsible for which services.
  • Discharge Planning: For residents with the potential to return to the community, discharge planning should begin upon admission. The plan should document whether the resident's desire to return home was assessed and any necessary referrals made.
  • Emotional and Psychosocial Needs: Assessment for issues like depression or anxiety and inclusion of interventions to promote emotional well-being is vital. The plan should include strategies for social engagement and mental stimulation.

Person-Centered vs. Traditional Care: A Comparison

Feature Traditional/Medical Model Person-Centered Model
Focus Primarily on diagnoses, disabilities, and deficits. How the person wants to live, their preferences, and values.
Schedules Fixed, system-driven routines based on staff convenience. Flexible routines that match the resident's personal preferences.
Goals Identified by professionals, often clinical outcomes. Driven by the resident and their support network.
Decision-Making Centralized authority with minimal resident input. Collaborative, shared decision-making with the resident and family.
Staff Role Task-oriented, with rotating assignments. Relationship-centered, consistent assignments to foster familiarity.
Communication Often one-way, from provider to patient. Timely, complete information-sharing in an understandable manner.

The Importance of Regular Review and Updates

A person-centered care plan is a dynamic document, not a static file. It requires regular review and revision to remain relevant. Best practices suggest reviewing the plan at least annually, or more often if a resident experiences a significant change in their condition or wishes. A meaningful review process ensures the plan adapts to the resident's evolving needs, with the resident and family remaining key participants. This iterative process is a hallmark of truly responsive and individualized care, helping to prevent unnecessary complications and foster positive outcomes.

For more detailed information and federal guidelines on care planning requirements for facilities participating in Medicare and Medicaid, refer to the Legal Information Institute's section on Comprehensive person-centered care planning. This resource outlines the mandatory components, timelines, and interdisciplinary team requirements that govern the development and implementation of a resident's care plan.

The Resident's Story: Beyond the Checklist

Ultimately, a person-centered care plan goes far beyond a checklist of medical tasks. It's a living document that captures the resident's story, preserving their identity and respecting their lifetime of habits and preferences. While the daily medication list provides crucial clinical information, the details about preferences and routines are what truly personalize the care experience. The previous address and caregiver's name serve as important administrative details but are not the heart of the care plan. By focusing on the individual—their goals, their desires, and their history—facilities can move from a model of institutional convenience to one of genuine, empathetic support that honors each resident's dignity.

Frequently Asked Questions

A daily medication list is critical for resident safety. It ensures all care providers know the proper medications, dosages, and schedules, reducing the risk of errors and managing potential interactions.

Capturing preferences and routines involves open, empathetic communication. This can be done through interviews with the resident and their family, observation, and utilizing assessment tools to understand their unique needs and lifestyle.

No, a resident's previous address is typically considered administrative data and is not included in the active care plan itself. Its inclusion would not serve the purpose of guiding day-to-day care provision.

The primary caregiver's name is usually kept on file as part of the resident's emergency contact or representative information. While they are crucial participants in the care planning process, their name is not a core part of the resident's specific plan of care.

Person-centered care plans are dynamic and must be regularly reviewed and updated to reflect any changes in the resident's health or preferences. Significant changes may require an immediate review by the interdisciplinary team.

The key difference is the focus. A person-centered plan prioritizes the resident's wishes, values, and life goals, while a traditional plan is often task-oriented and based primarily on medical needs and facility schedules.

The resident is an integral part of the interdisciplinary team that develops the care plan. Their goals and preferences guide the plan, and they, along with their representative, should be actively involved in all discussions and decision-making.

References

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Medical Disclaimer

This content is for informational purposes only and should not replace professional medical advice. Always consult a qualified healthcare provider regarding personal health decisions.