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How to organise a needs assessment

Before moving into a care home, one of the first steps is organising a needs assessment. This process helps ensure you or your family member receives the right support, based on professional advice.

 In this guide we’ll explain what a needs assessment is, how to organise one, what to expect during the visit, and how it fits into the wider journey into care.

What is a needs assessment?

A needs assessment is an important step in understanding whether residential care is the right decision, and if so, the level of care that is needed.

A needs assessment is for people who may no longer be able to live safely at home, even with support. The visit provides the opportunity to discuss you or your family member’s needs with a trained professional who can help guide the next steps.

After your GP referral

Once you’ve spoken to your GP, they can refer you to your local NASC (Needs Assessment and Service Coordination) service. The NASC team will then contact you to arrange a visit and begin the assessment process.

If you’d prefer to start the process yourself, or would like to learn more, you can contact your local NASC directly. The New Zealand NASC Association website is a helpful place to find the right contact in your area. A needs assessment can only go ahead with your agreement, to ensure you're fully involved in the process.

What to expect from the visit

An assessor meeting with an elderly person and family member at home

A NASC assessor will meet with you and your family, (usually at home or in a familiar setting) to talk about your current health and wellbeing, daily routine, and any support you already have in place. They’ll work closely with you and your family/whānau to understand:

  • How you're coping day-to-day
  • What type of support you may need
  • Whether it’s safe to continue living independently
  • Moving into a care home (rest home) might be the next step

As part of the needs assessment, the needs assessor will also:

  • Explain the disability support services available to help you remain at home, if appropriate
  • Clarify which services are publicly funded, eligibility and which services may have a cost
  • Work with you to create a care plan that supports your independence, if you're managing safely at home

Everyone’s needs are different

No two people are the same. Based on the findings of the needs assessment, the NASC team will recommend the most appropriate level of care,
such as:

  • Rest home level care: Day-to-day support with personal care, meals, and everyday tasks
  • Hospital level care: Care for people with more complex medical needs, provided by a team of professionals in a care home setting
  • Dementia level care: Specialist support in a secure, environment for people living with dementia, to help them feel safe and understood
  • Psychogeriatric level care: 24-hour care in a secure setting for older people with advanced dementia or significant behavioural and mental health needs

Each level of care provides different support, depending on the person’s health and wellbeing.

What happens next?

Once your needs assessment is complete, you’ll have a clearer understanding of the level of care that’s right for you or your family member. From here, the next step is creating a personalised action plan - a practical guide to help you move forward with confidence, whether that means arranging residential care or continuing to live at home with extra support.

You can find out more in Step 3: Creating an action plan.

Helpful links and resources

Your care home journey

Step 1

‎ Where to start

We know there’s a lot to consider when a family member or friend starts needing more support with everyday tasks. This guide provides early signs to look out for, such as missed medication, reduced independence, or difficulty keeping up with routines — and offers supportive advice on what to do next. If you’ve noticed a change or decline in a family member or friend a visit to your GP might be your next step.

Step 3

Create a personalised action plan

Now that your needs assessment is complete, it’s time to create a personalised action plan. In this guide, we’ll explain how your Needs Assessment and Service Coordination (NASC) coordinator will help you access the services you need, whether that’s help at home, respite care, or a move into a care home (also known as a rest home), and guide you through key legal and financial processes such as designating power of attorney, or applying for a Residential Care Subsidy.

Step 4

Choosing the right care home

Choosing a care home (also known as a rest home) is a big decision, and often one that needs to be made quickly. Whether you’re planning ahead or navigating an urgent situation, this information will help you feel more confident about what to look for, who can support you, and what to expect when visiting a Bupa care home.

Step 5

Sign an admission agreement

Before moving into a care home, you’ll be asked to sign an admission agreement. This document outlines your rights, the care and services you’ll receive, and any costs involved. In this video, we’ll walk you through what to expect from the agreement, what to look out for, and how the care home team can support you to feel confident before signing.

Step 6

Explore your eligibility for a residential care subsidy

Once you’ve signed your admission agreement, it’s time to explore your eligibility for the Residential Care Subsidy. In this guide, we will explain what a Residential Care Subsidy is, how to apply, and who can help if you’re unable to complete the process yourself. Understanding your options, and what you’re eligible for, can help with peace of mind and feeling prepared moving forward.

Step 7

Moving in

Moving into a care home (also known as a rest home) is a big step for you and your family/whānau. In this guide, we’ll walk you through what to expect on moving day, what to bring with you, and how the team will help you settle in.

From making your room feel like home, to meeting new people and staying connected with family and friends, we’re here to support you

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