Retirement residential check list

I made up this checklist to use when looking at retirement apartments or assisted care facilities.  I looked at some on the internet, but listed the ones important to us. The additional considerations were AI generated.

Affordability: Consider whether the facility is within your budget, including any additional charges for services. Ask about past rate increases and whether costs are clearly outlined in the admission agreement. Know what your current living arrangements are so you can compare.

    Buy in,

    Rent

    Contract

    

    Extra costs

    Wait list. Right to refuse.

Contract Review: Obtain and carefully review the admission agreement, especially clauses related to transfer policies and extra charges.

Technology and Communication: Are there provisions for internet access, phone lines, and emergency call systems?

Personalization: Are residents encouraged to bring their own furniture and personalize their rooms? Is there adequate storage space?

Library, church services, lectures, concerts, activities, etc.  Ask to see month/weekly list.

Recreation/hobby areas.

Parking, garage, costs?

Laundry

Will the unit be repainted, carpet, are hanging systems allowed.  Keys.

Location: Is the facility close to family, friends, and medical providers? Consider ease of visitation and proximity to local amenities.

Resident Compatibility: Ask yourself if you or your loved one would feel at home here. Consider lifestyle compatibility and whether residents seem happy and engaged.

Dining Experience: What is the meal plan.  Required/optional.  Check if meals are appealing, fresh, and offer variety. Ask to see menu for week/month Ask about dietary accommodations and whether meals can be served in rooms.

Visiting Hours: Determine if there are strict visiting hours or if family and friends are welcome at any time.

Unannounced Visits: Visit at different times, including nights and weekends, to get a full picture of daily life.

Reputation and Feedback: Ask about the facility’s reputation in the community and whether current residents or families are willing to speak with you.

Staff Stability: Inquire about staff turnover, particularly for key roles like the administrator, cook, and nurse consultant.

Staff Interaction: Observe how staff treat residents—whether they are respectful, know residents by name, and respond promptly to requests.

Additional Considerations

Outdoor Access: Check for safe, accessible outdoor areas, including walking paths and seating.

Transportation: Does the facility offer scheduled transportation for medical appointments or shopping? Extra cost.  

Care Services: Ensure the facility offers necessary services such as dementia care, medication management, and access to doctors and hospitals.

Care Plans: Confirm there is a written plan of care for each resident, and that it is reviewed and updated regularly by qualified personnel. (for assisted care)

Health and Safety: Ensure the building is safe, with non-skid flooring, handrails in bathrooms, and adequate lighting. Confirm there is a disaster plan and regular drills. Visiting nurse?

Privacy and Dignity: Residents should have privacy in their rooms, especially in shared spaces, and staff should knock before entering. (assisted care)

Activities and Engagement: Look for a planned activities program that includes individualized options and weekend events. Check if calendars are posted and if residents can influence activity planning.

Cleanliness and Maintenance: Inspect the overall cleanliness of the facility, including bathrooms, common areas, and resident rooms.