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Assisted Living Checklist YES NO NOTES ATMOSPHERE 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 decor attractive and homelike? Do 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 housemates for you or your loved one? Are staff members 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? PHYSICAL FEATURES Is the community well-designed for your 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 handrails 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 have sprinklers and clearly marked exits? Does the residence have a means of security if a resident wanders? YES NO NOTES NEEDS ASSESSMENTS, CONTRACTS, COSTS & FINANCES Is a contractual agreement available that discloses health-care and supportive services, all fees, as well as admission and discharge provisions? What are the policies for refunds and transfers? 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, and his or her family and facility staff, along with the potential resident’s physician. Are there any government, private, or corporate programs available to help cover the cost of services to the resident? 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? Are there different costs for various levels or categories of services? Do billing, payment, and credit policies seem fair and reasonable? May residents 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 units? Is there an appeals process for dissatisfied residents? 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 health care visits from a nurse, physical therapist, occupational therapist, etc. if needed? Is staff available to assist residents who experience memory, orientation, or judgment losses? Does the residence have a clearly stated procedure for responding to a resident’s medical emergency? YES NO NOTES Does a physician or nurse visit residents regularly to provide medical checkups? To what extent are medical services available, and how are these services provided? SERVICES Is staff available to meet scheduled and unscheduled needs? Can the residence provide a list of services available? Is staff available to provide 24-hour assistance with activities of daily living (ADLs) if needed? ADLs include dressing, eating, mobility, hygiene and grooming, bathing, toileting, using the telephone, shopping, and laundry Does the residence provide housekeeping services in residents’ units? Can residents arrange for transportation on fairly short notice? Are pharmacy, barber/beautician, and/or physical therapy services offered on-site? Does the residence provide transportation to doctors’ offices, the hairdresser, shopping, and other activities desired by residents? 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 from the unit? Are bathrooms private and designed to accommodate wheelchairs and walkers? Are residents able to bring their own furnishings for their unit? What may they bring? What is provided? Do all units have a telephone and cable or satellite TV? How is billing handled? Is a kitchen area provided with a refrigerator, sink, and cooking element? YES NO NOTES May residents keep food in their units? May residents smoke in their units? In public spaces? May residents decorate their own units? SOCIAL & RECREATIONAL ACTIVITIES Is there evidence of organized activities, 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 community? Does the residence have its own pets? Are residents’ pets allowed in the residence? Who is responsible for their care? Do volunteers, including family members, come into the residence to help with or to conduct programs? Does the residence create a sense of community by encouraging residents to participate in activities? FOOD SERVICE Do dining room menus vary from day to day
and meal to meal? Does the residence provide three nutritionally balanced meals a day, seven days a week? Are snacks available? May a resident request special foods, and can the residence accommodate special dietary needs? Are common dining areas available? May residents eat meals in their units? May meals be provided at a time a resident would like, or are there set times for meals? COMMENTS