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Independent living touring checklist

Touring senior living communities can be overwhelming. Use this checklist to stay organized and ensure you're asking all the important questions to find the perfect fit for your needs.

Community name

Date toured

General observations

The community is clean, well-maintained, and odor-free
The overall atmosphere feels friendly, positive and promotes social interaction among residents
Outdoor spaces are well-kept and safe for residents, with secure walking paths, gardens, or patios
There is a focus on safety, with proper signage, handrails, and accessible paths
Residents are engaged in activities and appear happy
Pet-friendly environment
Visitation policy is convenient and flexible
Clear emergency response protocols are in place

Personal services

Housekeeping, laundry, and linen services are provided
Meals are nutritious, appealing, and accommodate dietary restrictions and preferences
Transportation for social outings, medical appointments is available
Fitness and wellness programs are available to residents
Frequently scheduled events, activities, and outings for residents
Social spaces for residents to gather at such as lounges, game rooms, libraries, or gardens
Concierge services are available for assistance with errands, scheduling, and daily needs

Staffing

Staff are warm, respectful, and caring to residents
Background checks are conducted on all staff members
Staff turnover is low
Staff are responsive assisting residents, especially in common areas
There are dedicated staff for activities and engagement
On-site medical staff or access to nearby medical professionals is available
Staff are trained in conflict resolution and managing resident and family concerns

Living units

Room is clean and well-maintained
Room size is adequate for resident's needs
Private bathroom in unit
Residents are allowed to personalize their living space with decorations, pictures, and other personal items
Rooms are equipped with an emergency call system
Units include adequate natural lighting and ventilation
Temperature is comfortable and controllable
Unit is furnished

Finances

Base monthly fee and included services is clearly defined
All extra fees for additional services are transparent
Families receive detailed monthly invoices that are easy to understand and review
The policy on handling missed or late payments is clear
Refund policies are clearly outlined for cases of resident departure or death
Financial assistance such as Medicaid or veterans' benefits are available

Notes

Other tools you might like

Independent living touring checklist

General observations

Personal services

Staffing

Living units

Finances

Notes

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