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
___ ___ ___ Is there an initial assessment to determine appropriateness for placement? (i.e. continency, mobility,
                     cognitive function, etc.)
___ ___ ___ Is there ongoing assessment of resident needs?
___ ___ ___ Are personal care services available? (i.e. bathing, grooming) Charge: $_____
___ ___ ___ Are health monitoring services available? (vital signs, glucose checks, etc.)
___ ___ ___ Is the residence part of a continuing care community or does it have an affiliation with a nursing home or hospital?
___ ___ ___ Does the residence offer medication assistance? Set-up _____ Reminders _____
___ ___ ___ Does the residence use a pharmacy that provides delivery and review of medications?
___ ___ ___ If you need assistance with medications, must you use a specific pharmacy?
___ ___ ___ Is a calendar of activities, exercise programs, and events available for review?
___ ___ ___ Is there access to religious services?
___ ___ ___ Is transportation available for individual appointments? Charge: $_____
___ ___ ___ Is staff available to assist with transportation needs such as scheduling, boarding, carry-ons, groceries, etc?
___ ___ ___ Are beauty/barber services available on site?
                                                                                                                                                               Services Page 2

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.

Site Created by Zeal International