Moving into an assisted living facility is a major change for you or your loved one. New environment, people, routines—all require significant adjustment to this hopefully long-term phase. So you’ll want to be confident in your choice of a facility.
The future resident’s clinical needs, personal preferences, and budget need to be considered first and foremost. Discussion is needed so everyone involved understands these priorities.
The over-30,000 U.S. assisted living facilities vary greatly in size, cost, culture, food, specialization, and perks.
Factors to consider when selecting one include:
Location: Is the facility near family and friends? Is it in the type of setting preferred, i.e. urban, rural, suburban?
Licensing: Is the facility currently licensed? Licensing gives more consumer protections and a place to turn to should complaints arise.
Track Record: Check with family or friends who have experience with the facility, your state or local long-term care ombudsman program, and inspection reports (for state-licensed facilities). The latter two can be found through http://theconsumervoice.org/get_help, or by calling (866) 992-3668.
Staffing & Expertise: What training, education, and experience does the staff have? Is ongoing training provided? Are state or national background checks done on all employees? What is the ratio of staff to residents? (This can be as high as five or six to one in group homes, or as low as MI law requirements of 15 to 1 during waking hours and 20 to 1 after.)
How many hours is a registered or licensed practical nurse on duty? What services do they provide? Will the same staff person consistently help the resident with personal care? (This is optimal.) Can a private duty companion or medical support person be hired?
Infection Control & Prevention, Cleanliness & Safety: What are the facility’s infection control and prevention practices? How does this rate in their government inspection reports? Are both common and private areas kept clean? How are medical and other emergencies handled? Are there security devices and staff? Fire drills? Is there a sprinkler system and smoke detectors throughout the facility? Can the facility verify its financial security?
Needs, Preferences & Routines: Is the type of care you or your loved one might need for a certain medical condition now or in the future available at the facility? Does the facility determine when more services are needed by the resident, or the resident and their family? How often is this service plan assessed? Will the facility accommodate routines that are important to the resident? What’s the policy on personal belongings and pets? What transportation is available to residents? Are there places of interest residents can safely walk to nearby?
Payment & Policies: Review the contract or agreement carefully so you understand exactly what will be provided and what fees will need to be paid, including any security deposit or entrance fee. What are the refund and grievance policies? Does the facility participate in Medicaid? Is there a written schedule of fees for extra services and activities? What might cause these fees to change, and how much advance notice is given?
What are the resident’s rights and responsibilities? What is the grievance procedure? What would cause a resident to be discharged? You can take the initiative to make changes to the contract or require more specificity before signing a contract or agreement.
Dining: How’s the food quality? Are special dietary needs accommodated? How often are menus rotated? May residents eat in their rooms? Can guests join them at meals?
Activities: What kinds of health, wellness, spiritual, and entertainment programs are provided and how often? Are there opportunities to attend activities in the community?
Review the resources listed below for detailed guidance on these and other factors. Visit facilities you’re considering repeatedly, including unannounced. Bring your questions and checklists. Speak with a wide variety of staff members and residents. Take your time reviewing any written materials.
And take a deep breath. You can do this!
Resources
- https://health.usnews.com/best-assisted-living/articles/factors-to-consider-when-choosing-an-assisted-living-facility
- https://theconsumervoice.org/issues/recipients/assisted-living/additional-resources
- Planning Ahead: A Consumer’s Guide to Nursing Facilities, https://www.ahcancal.org/
- https://www.aarp.org/caregiving/basics/info-2017/assisted-living-options.html
Excerpted from the Winter’23-’24 issue of Health & Happiness U.P. Magazine, copyright 2023, Empowering Lightworks, LLC. All rights reserved.




