Assisted Living Facility Checklist

You’re ready to evaluate an assisted living facility. Use this checklist to fully assess the quality of your assisted living facility options, and choose a provider that’s right for you.

COMMUNITYAssisted Living 1Assisted Living 2Assisted Living 3
Community name

Community address


Community phone
Contact person
Does the community have an opening?
LOCATION ?Assisted Living 1Assisted Living 2Assisted Living 3
Is the surrounding area safe?
Is the surrounding area suitable for walking?
Is there public transportation within walking distance of the community?
Do family and friends live close enough to the community to visit?
THE BUILDING ?Assisted Living 1Assisted Living 2Assisted Living 3
Are the building grounds well maintained?
Is the building well maintained?
Are the interior public areas attractive and well maintained?
Are the private areas, such as the hallways and apartments attractive, well lit and maintained?
Is the kitchen clean?
Are all areas free from odors (of urine, feces and/or strong chemicals)?
AMENITIES ?Assisted Living 1Assisted Living 2Assisted Living 3
Public sitting room(s)?
Dining room(s)?
Snack bar?
Activity room?
Gym?
Beauty salon?
Computer room?
Space for religious services?
Other?
SERVICES ?Assisted Living 1Assisted Living 2Assisted Living 3
How many meals are included in basic contract?
Are there menu choices at each meal?
Are special diets accommodated?
Does the food look, smell and taste good?
Are snacks available throughout the day?
How often are rooms cleaned?
How often is laundry done?
Does laundry include personal items?
Are there daily activities?
Are there regular organized outings?
Does the community provide transportation for outings, medical appointments, shopping, religious services or other activities?
CARE ?Assisted Living 1Assisted Living 2Assisted Living 3
Is staff available to help with bathing, grooming and/or dressing?
Is staff available to help with medication reminders, incontinence care and/or other personal health needs?
Which (if any) of these therapies are available on site: physical, occupational, speech or other?
Which (if any) of the following medical services are available on site: podiatry, dentistry, optometry, other?
Does the community provide a memory care section?
What are the criteria for moving a resident to the memory care section?
Are residents allowed to hire a private caregiver?
What criteria are used to require a resident to move to a different facility for a higher level of care?
CURRENT RESIDENTS ?Assisted Living 1Assisted Living 2Assisted Living 3
Do residents look well cared for?
Do residents look happy?
Are residents engaged with activities?
Do staff members interact pleasantly with residents?
Do staff members know residents by name?
Is there an active Resident's Council and/or Family Council?
STAFFING ?Assisted Living 1Assisted Living 2Assisted Living 3
Is a registered nurse (RN) or licensed practical nurse (LPN) present during the day?
Is a RN or LPN available at night?
Is there a dietitian on staff?
Is there a social worker present during the day?
Is there an activity person present during the day?
How many certified nursing assistants (CNAs) are present during the day?
How many CNAs are present at night?
How many years has the current director been employed at the community?
How many years have staff members worked at community on average?
THE CONTRACT & COST ?Assisted Living 1Assisted Living 2Assisted Living 3
Base monthly charge for a studio
Base monthly charge for a 1-bedroom apartment
Base monthly charge for a 2-bedroom apartment
Is an initial deposit required; if yes, how much is it?
How much of the initial deposit is returned if the resident leaves?
What services, including number of meals, are covered in the base contract price?
Cost of additional personal care services
Cost of care in the memory unit
Are there other charges?
LICENSURE & ACCREDITATION ?Assisted Living 1Assisted Living 2Assisted Living 3
Is the assisted living community licensed, if applicable, in your state?
Is the license in good standing?
Is the facility accredited by any accreditation organization?

Notes and personal impressions:

 

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