The following is a consumer checklist of important services, amenities and accommodations
in Assisted Living communities. We recommend making several visits, at various times,
to each residence you are considering. As you compare Assisted Living residences
we hope this checklist will assure you that the residence you choose will be one
of the highest quality and meets your needs.
Consider the following as you assess an Assisted Living residence:
As you arrive at the residence, do you like its location and outward appearance?
As you enter the lobby and tour the residence, is the décor attractive and homelike?
Did you receive a warm greeting from staff welcoming you to the residence?
Does the administrator/staff call residents by name and interact warmly with them
as you tour the residence?
Do residents socialize with each other and appear happy and comfortable?
Are you able to talk with residents about how they like the residence and staff?
Do the residents seem to be appropriate house mates for you or your loved one?
Is staff appropriately dressed, personable and outgoing?
Do the staff members treat each other in a professional manner?
Are the staff members that you pass during your tour friendly to you?
Are visits with the resident welcome at any time?
Is the community well-designed for resident's needs?
Is the floor plan easy to follow?
Are doorways, hallways and rooms accommodating to wheelchairs and walkers?
Are elevators available for those unable to use stairways?
Are hand rails available to aid in walking?
Are cupboards and shelves easy to reach?
Are floors of a non-skid material and carpets firm to ease walking?
Does the residence have good natural and artificial lighting?
Is the residence clean, free of odors and appropriately heated/cooled?
Does the residence meet local and/or state licensing requirements?
Needs Assessments, Contracts, Costs & Finances
Is there a written plan for the care of each resident?
Does the residence have a process for assessing a potential resident's need for services
and are those needs addressed periodically?
Does this process include the resident, their family and facility staff along with
the potential resident's physician?
When may a contract be terminated wand what are refund policies?
Are there any government, private or corporate programs available to help cover the
cost of services to the resident?
Is a contractual agreement available to include accommodations, personal care, health
care and supportive services?
Are additional services available if the resident's needs change?
Is there a procedure to pay for additional services like nursing care when the services
are needed on a temporary basis?
Do billing, payment, and credit policies seem fair and reasonable?
May a resident handle their own finances with staff assistance if able or should
a family member or outside party be designated to do so?
Are residents required to purchase renters' insurance for personal property in their
Is staff available to meet scheduled and unscheduled needs?
Medication & Health Care
Does the residence have specific policies regarding storage of medication, assistance
with medications, training and supervision of staff and record keeping?
Is self-administration of medication allowed?
Is there a staff person to coordinate home care visits from a nurse, physical therapist,
occupational therapist, etc. if needed?
Are staff available to assist residents who experience memory, orientation, or judgement
Is there a wellness program?
Does the residence have a clearly stated procedure for responding to a resident's
Can the residence provide a list of services available?
Can the residence arrange for personal care services or suggest a way to arrange
personal care services through a home health agency?
Is staff available to provided 24-hour assistance with activities of daily living
(ADL's) if needed? ADL's include:
Hygiene and grooming
Bathing, toileting and incontinence
Using the telephone
Does the residence provide housekeeping services in residents' units?
Does the residence provide transportation to doctors' offices, the hairdresser, shopping,
and other activities desired by residents?
Can residents arrange for transportation on fairly short notice?
Are pharmacy, barber/beautician and/or physical therapy services offered on-site?
Individual Unit Features
Are different sizes and types of units available?
Are units for single and double occupancy available?
Do residents have their own lockable doors?
Is a 24-hour emergency response system accessible for the unit?
Are bathrooms private with handicapped accommodations to accommodate wheelchairs
Are residents able to bring their own furnishings for their unit and what may they
Do all units have a telephone and cable TV and how is billing handled?
Is a kitchen area/unit provided with a refrigerator, sink and cooking element?
May residents keep food in their units?
May residents smoke in their units, In public spaces?
Social & Recreational Activities
Is there evidence of an organized activities program, such as a posted daily schedule,
events in progress, reading materials, visitors, etc.?
Do residents participate in activities outside of the residence in the neighboring
Do volunteers, including family members, come into the residence to help with or
Does the residence create a sense of community by asking and encouraging residents
to participated in activities?
Are residents' pets allowed in the residence? Who is responsible for their care?
Does the residence have its own pets?
Does the residence provide three nutritionally balanced meals a day, seven day a
Are meal times appropriate?
Are snacks available?
May a resident request special foods?
Are common dining area available?
May residents eat meals in their units?
Do dining room menus vary from day to day and meal to meal?