Assisted Living Community Follow-up Checklist

Requested Documents:

• A sample admission agreement
• A copy of the Resident Bill of Rights
• Latest state regulatory survey results
• A list of weekly activities and events
• A weekly menu of meals and snacks

Follow-up Conversations:

• Cost: fees, transportation charges, funding stability, help with insurance
• Staff: ratio, turnover rate, background checks, training, retention, staff qualifications
• Care plan: assessment, written care plan, specific care available, medication management, emergency procedures

Additional Questions:

• Renter’s insurance requirement
• Inclusion of housekeeping, barber/beauty services in the price
• Pet policy
• Religious services availability
• Visiting hours and overnight guests policy
• Private time for couples and sexual interaction policy
• Adult day program availability
• Emergency preparedness strategy and plan.