Stately Mobility Client Assessment Form
Client Details:
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
Preferred Name
First Name
Client's Caregiver/Institution
First Name
Last Name
Caregiver's/Institution's Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Caregiver's/Institution's Email
example@example.com
Do you currently have a POSH EV Stately Mobility Membership?
Yes, Private Membership
Yes, NEMT Partner Membership
No
LIVING ARRANGEMENTS
Private Residence
Apartment
Assisted Living Facility
Nursing Home
Independent Living Facility
Other
Mobility Assessment
None
Cane
Walker
Foldable Wheelchair
Oxygen Equipment
Service Animal
Is the client:
Visually impaired?
Legally Blind?
Hearing Impaired?
Mobility Challenged?
Can the client independently enter and exit a passenger vehicle without assistance?
Yes
No
Requires Assistance
Transportation Needs
Medical Appointment
Dialysis
Infusion Therapy
Rehabilitation
School Transportation
Work Transportation
Shopping Assistance
Family Visits
Social Visits
Religious Services
Lifestyle Assistance
Other
Any known allergies:
Medical Appointments [Frequency]
Daily
Weekly
Monthly
As Needed
Other
Appointment Duration
30 minutes
45 minutes
60 minutes
90 minutes
1 - 2 hours
2 - 3 hours
3 - 4 hours
+ 4 hours
Does the client require assistance checking in?
Yes
No
Would the client benefit from concierge waiting services during appointments?
Yes
No
Does the client routinely require prescription retrieval following appointments? [Note: Complimentary prescription retrieval is available following transportation services.]
Yes
No
Service Frequency
Please Select
Once a week
Twice a week
Three times a week
Monthly
Yearly
Preferred Days
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Preferred Service Times
6am - 10am
8am - 12pm
10am - 2pm
2pm - 6pm
4pm - 8pm
8pm to Midnight
How did you hear about us?
*
Please Select
Referral
Newspaper
Internet
Magazine
Instagram
Facebook
Other
Please Specify
*
Feedback about us:
Suggestions if any for further improvement:
Will you be willing to recommend us?
Yes
No
Maybe
Please give reference of any two people whom you feel could benefit from our services:
Rows
Full Name
Address
Email Address
1
2
Submit
Should be Empty: