Senior Housing Checklist

Home Check List

This checklist is designed as an educational tool to help consumers compare and contrast different assisted living
residences. Assisted living has no formal definition, so you will notice a wide variety in the services offered, the physical environments, policies and protections, etc. It is up to you, the consumer, to decide what residence is best suited to meet your individual needs and preferences. Here are a few tips and suggestions:

(1) Visit several residences so you have a basis for comparison.
(2) Schedule a guided tour with a knowledgeable staff person.
(3) Review the checklist prior to your visit and highlight the questions most important to you.
(4) Do not be afraid to ask questions.
(5) Do several informal walk-throughs at different times of the day.
(6) Talk with current residents and family members.

#1Residence ___________________________________
Address________________________________________
Telephone (    )_________ Contact Person_____________
Visit Date _____________ Appt. Time _________am/pm

#2 Residence ___________________________________
Address________________________________________
Telephone (    )_________ Contact Person_____________
Visit Date _____________ Appt. Time _________am/pm

#3 Residence ___________________________________
Address________________________________________
Telephone (    )_________ Contact Person_____________
Visit Date _____________ Appt. Time _________am/pm

FINANCES STAFFING SERVICES PHYSICAL ENVIRONMENT POLICIES & PROTECTIONS MEALS

Residence

#1   #2    #3
___ ___ ___ Do all units have private bathrooms? If not, how many residents share a bath?
___ ___ ___ Do individual bathrooms include a tub or shower?
___ ___ ___ Is the bathroom handicapped-accessible? (including tub & shower)
___ ___ ___ Is there a kitchenette within each unit? If not, are there cooking facilities available?
___ ___ ___ Are the fixtures/appliances in good condition and working properly?
___ ___ ___ Do units come fully furnished?
___ ___ ___ Are residents able to provide their own furnishings?
___ ___ ___ Is there adequate closet/storage space?
___ ___ ___ Do units have individual temperature controls for heating/cooling?
___ ___ ___ Is the unit in a good location for your individual needs and preferences? (close to dining room/activity
                     areas/pleasant view/quiet setting, etc.)
___ ___ ___ Are there comfortable common areas for social gathering and activities?
___ ___ ___ Can more than one person live in a unit? (i.e. spouse, sibling) Charge: $_____
___ ___ ___ Is parking available? (covered/uncovered) Charge: $_____
___ ___ ___ Is the residence easily accessible to visitors? (convenient parking, handicap accessible, visiting hours, etc.)
___ ___ ___ Is location convenient to hospital and support services? (physicians, shopping, church, public transportation, etc.)

Click Here for a Printer Friendly Version of this Checklist to take with you when you tour homes.

This assisted living checklist was developed by a team of professionals who serve with Bay Area Senior Advocated (BASA) of Grand Traverse & Leelanau Counties. BASA Is a group of area non-profit and for profit businesses that work together to support and enrich the lives of older adults through collaboration, planning and advocacy.

Click on the Categories below for specific questions.

Checklist Note: For each residence you visit, check the box if the answer is "yes" to the stated question. If the answer is "no", leave the box blank.

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