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Here’s How the Review Process Works

  • An introductory conversation describing the care situation. If there are several caregivers present, your family member may, if they wish, speak with the assessor alone at first.
  • Review external findings relevant to nursing care , such as physicians’ reports, nursing documentation, transfer reports, notes made by nursing staff, and findings from previous assessments, if available.
  • Document the patient’s nursing history (medical history) . In this context, the personal assessment of the person concerned is decisive. This includes current health problems, needs, specific stressors, as well as the onset and progression of illnesses that led to the disability.
  • Identify existing assistive devices —that is, all care aids or technical aids that are available, even if they are not being used.
  • Describe the healthcare and housing situation . Are there any circumstances related to your living situation that hinder your independence? What facilities are used? Does the care take place at a facility that provides a structured daily routine (school, workshop, day care)? The nursing staff’s on-duty hours are documented here, such as the distribution of nursing tasks among different staff members, including the type, frequency, and timing of each task. They also ask to what extent a caregiver is involved, whether the caregiver must remain within calling distance, or whether the person in need of care can be left alone.

It is helpful to provide a detailed description of your daily routine and to take a tour of your living space together. You should point out any special features.

Other questions that are not used to determine the care level relate to activities outside the home and household management.

When it comes to activities outside the home, it is important to consider, for example, to what extent the person in need of care can move from their apartment to the building’s entrance. Can she do this on her own, or does she need assistance? In addition, an assessment is made to determine whether the person in need of care can move about independently outside the home within a 500-meter radius. Is it possible to use public transportation or get into a car? Is it possible to participate in activities with other people?

In household management, the degree of independence in various household activities is assessed on a scale ranging from fully independent to completely dependent. The activities to be assessed include: shopping for daily necessities; preparing or reheating meals; light household chores such as washing dishes, setting the table, or folding laundry; and more strenuous household chores such as mopping, vacuuming, or cleaning windows.

Other questions include: Can household-related services or care provided by a home care agency be planned independently? To what extent can the person in need of care handle day-to-day financial and administrative matters?

Following the assessment, the evaluator provides recommendations on how to handle the care situation. The evaluation report, the resulting conclusion, and the specific recommendations are sent to the long-term care insurance fund. The assessor will not provide you with direct information about the outcome of the assessment . You must wait for the written notice of benefits (see below).


The assessor can apply for nursing care or technical aids immediately after the interview. The application is then forwarded to the appropriate nursing care insurance fund. After that, a service provider will usually contact you directly regarding the delivery.



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