Assisted Living Facility Evaluation Checklist
Facility Name: ______________________________________________________
Contact Name: _____________________________________________________
Address: __________________________________________________________
Telephone:_________________________________________________________
Questions For Your Telephone Call
- Are all rooms private?
- Do any units have kitchens or kitchenettes?
- Are special care units available, such as for Alzheimer’s patients?
- Is a contract available that details all fees, services, and admission and discharge policies?
- Are additional services available on the same campus if needs change?
- Can residents choose their own doctors, therapists, and pharmacies?
- Is there a written care plan for each patient?
- What role does the resident have in developing the care plan?
- What different sizes and types of units are available?
- How many living units are in the facility?
- How does the facility bill for services?
- What happens if a resident runs out of money?
- Under what conditions would a resident have to leave the facility?
Your Visit
Date(s) visited: _______________________
Is this your first visit? Second visit? Third visit?
Day of the week:___________________________
Circle: Morning Afternoon Evening
The Contract
- Is the contract easy to read?
- Do you understand everything in it?
- What are the entrance fees?
- What is the monthly rent?
- What is the security deposit?
- Are deposits refundable?
- Circle the utilities that are included:
Electricity Gas Phone Cable Other
- How are rate increases handled?
- How are late payments handled?
Services and Amenities
- What specific services are available?
- Are the services included in the fee?
- If there is an additional cost, how much is it?
- How often are services provided?
- What health care services are provided?
- Are linens/laundry provided?
- Are transportation services provided?
- Are all meals served seven days a week?
If not, circle which are: Breakfast Lunch Dinner Snacks?
- When and where are meals served?
- What levels of care are addressed in the contract?
- Who determines level of care?
- Are there services for each level?
- Can residents have personal furniture?
- Can residents come and go at will?
- Can residents have pets?
- Can personal visitors come and go at will?
- Does the facility offer worship services?
- Is there a parking fee for residents? Visitors?
