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
___ ___ ___ Are meals covered in the basic rate? (Number per day _____)
___ ___ ___ If not, can residents pay for a meal-plan package? Charge: $_____
___ ___ ___ Are meals in the dining room provided at convenient times? Breakfast _____ Lunch _____ Dinner _____
___ ___ ___ Can meals be delivered to resident rooms? Charge: $_____
___ ___ ___ Are special diets accommodated?
___ ___ ___ Are other options available if resident does not care for the planned meal?
___ ___ ___ Are residents involved in menu planning?
___ ___ ___ Does the menu provide interesting variety and choices?
___ ___ ___ Is there assigned seating in the dining room?
___ ___ ___ Are guest meals available? Charge: $_____

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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