Facility Checklist

Provider Agreement & Policies

  • Do the admission criteria match my needs?
  • Terms of financial/provider agreement reviewed?
  • Unused portion of the rent refunded at transfer/discharge?
  • Do I have a choice in the selection of health care providers if additional services are
  • Are specific services clearly identified in the agreement?
  • Have I reviewed the house rules?
  • Have I reviewed all of the reasons for which I may be transferred of discharged?
  • Is the facility licensed by the state and in good standing?


  • Is the bedroom private or shared?
  • Is the bathroom private or shared?
  • Are the shared areas clean?
  • Is there space for personal belongings?
  • Does the floor plan allow for easy mobility
  • Private areas other than the room for visits?


  • Is bathroom safety equipment installed?
  • Is there a call system?
  • Are walkers/wheelchairs permitted?
  • Hall and doors at width for wheelchairs?


  • Are specialized diets available?
  • Cultural or ethnic preferences considered?
  • Are residents involved in menu planning?
  • Can residents help with meal preparation
  • Do residents have access to the kitchen?
  • Snacks/beverages available between meals?
  • Are extra helpings - substitutions available?

Personal Services

  • Does the facility provide assistance with dressing and bathing?
  • How frequently is weekly bathing provided?
  •  Is there assistance with toileting?
  • Is there assistance with incontinency?
  • Help with transfers from wheelchair to bed
  • Assistance with medications?


  • What is the administrator’s training?
  • Do staff receive special needs training?
  • Is there high staff turn-over?
  • What is the ratio of staff to resident?
  • Are staff awake at night?

Care Plans

  •  Am I involved in the care planning process?
  • Is my family/responsible party involved?
  • Is my physician-health provider involved?
  • Are care plans updated reflecting changes in needs?


  • Facility communicate with family/physician?
  • Do you feel comfortable talking with the: Administrator/Operator, Manager/Billing, Staff/Caregivers
  • Is the grievance procedure understood?
  • Is the telephone accessible and conducive to privacy?


  • Are activities available within the facility?
  • Does the facility take residents on outings?
  • Someone designated to conduct activities?
  • Do interests match level/type of activities?
  • Are there residents I can socialize with?
  • Is there a written schedule of activities?
  • Does the facility provide transportation?

Facility Observations

  • Have I toured the entire facility?
  • Have I observed the kitchen?
  • Have I observed a meal preparation?
  • Does the atmosphere seem pleasant?
  • Seem to be enough staff available?
  • Are pets allowed?
  • Do residents seem happy and engaged?
  • Do residents appear to be clean-groomed?
  • Observed for staff/resident interaction?
  • Have I observed for cleanliness and odors?