Assisted Living Checklist - Things to Know
Name of Facility: _______________________________________________________
Location: _____________________________________________________________
Director: ___________________________________ Phone No. ________________
Facility and Staff:
1. Who owns the assisted living facility?
2. Is health care the company's primary business? Yes _______ No ________
3. How long has the facility been open?
4. How long has the management staff been at the facility?
5. Staff experience (e.g., years with the facility, training in geriatrics)
_____ Director of the facility
_____ Activities director
_____ Dietitian
_____ Nursing staff
6. What emergency training does the staff receive?
7. What areas do current residents rate poorly on satisfaction surveys?
8. How did the delivery of personal care services rate during the facility's last inspection?
9. What is the process for filing and resolving complaints?
Costs and features:
1. Which services are included in the monthly fee?
2. Which services cost extra:
____ Telephone
____ Parking
____ Cable
____ Keeping a pet
____ Other
3. Is a security deposit required? Is it refundable in case a resident must transfer to a
nursing home? What portion of any fees or deposits is refunded to a resident's estate?
4. Does the facility offer an assistance program to help residents meet their costs?
3. Can residents bring their own belongings?
4. Is personal care assistance (bathing, dressing, etc.) charged by time needed or type of
service required? How much does it cost?
5. Will the facility make arrangements for extra medical support, if needed (respiratory
therapy, wound or ostomy management, injections, transportation)? With whom? What
is the charge for these services?
Activities and amenities:
1. What activities are scheduled for residents during the week?
2. What amenities are on site?
____ Recreation/card room
____ Computer room
____ Exercise room
____ Gift shop
____ Pool
____ Beauty salon
____ Library
____ Barber shop
____ Chapel
____ General store
3. Do most of the residents share the same ethnic background or religious affiliation?
4. Are most of the current residents couples or singles? Men or women? What is their
average age?
5. What is the physical and mental status of the present population at this facility?
Medical services:
1. What health care services, if any, are available on site (e.g. dental care, podiatry,
physical therapy)?
2. Can the facility arrange prescription delivery?
3. Can residents purchase products such as incontinence products or syringes for selfadministering
insulin?
4. Can the facility help you rent a walker or wheelchair if needed?
5. What is the procedure for responding to an emergency such as a fire?
6. What type of personal emergency response system does the facility provide