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IS YOUR HOUSE STILL THE RIGHT HOME?                                       COMMUNITY ASSESSMENT FORM




 Try to plan ahead. If you are still
                                                                           Community Assessment
 happy and able to remain in your current                                  Please feel free to photocopy these pages and use
 home, that choice may be best for you.                                    them as you contact various senior communities. We hope you find
 However, it’s still a good idea to do some
                                                                           this useful as you gather information.
 preplanning in the event that circumstances
 suddenly change, such as an illness, injury,                              Name of community _______________________________________
 or loss of a spouse. A bit of research and
                                                                           Address ________________________________________________
 planning now will keep you in control of
 most situations.                                                          _______________________________________________________

                                                                           Telephone number ________________________________________
 Enjoy your next adventure. When you come to the
 conclusion that your current home no longer meets all your needs and      Name of contact person____________________________________
 now is the time to make your move, have fun with the process. Take        E-mail address ___________________________________________
 this opportunity to talk with others and ask questions. Learn all you
                                                                           Appointment scheduled for (date and time) _____________________
 can. Look at this as yet another chapter in your life to be anticipated
 and savored.                                                              Directions to community __________________________________

 Yes, the rewards of choosing the right home are many: Enjoy!              _______________________________________________________

                                                                           _______________________________________________________

                                                                           Names of friends and family who are considering—or who already
                       Remember, all of life is an                         are—living in this community _______________________________

                       adventure. Relax and enjoy                          _______________________________________________________

                                                                           _______________________________________________________
                       the entire journey!
                                                                           _______________________________________________________

                                                                           ________________________________________________________


32           ©2004 Touchmark Foundation                                                                             ©2004 Touchmark Foundation
                                                                                                                                                 33
IS YOUR HOUSE STILL THE RIGHT HOME?                                   COMMUNITY ASSESSMENT FORM




 Community Assessment                                                  Community Assessment
                                                                       Name of community __________________Date of visit/call ____________
 Name of community __________________Date of visit/call ____________
                                                                       Feature                       yes/no                   notes
 Feature                           yes/no       notes
                                                                       Physical appearance and amenities
 Physical location
                                                                       Main building
 Neighborhood pleasant
 and safe                                                              Age of building

 Shopping                                                              Clean/maintained

 Doctors                                                               Grounds

 Dentists                                                              Comfortable lobby

 Hospital                                                              Other public areas

 Banks                                                                 Apartments

 Beauty/barber salon                                                   High ceilings

 Place of worship                                                      Lighted hallways

 Cultural events                                                       Library

 Near family/friends                                                   Exercise/fitness facilities

 Services offered                                                      Housekeeping

 Independent Living                                                    Linen service

 Assisted Living                                                       Laundry facilities

 Memory Care                                                           Beauty/barber salon

 Respite Care                                                          Multipurpose room

 Skilled Nursing & Rehab.                                              Craft room

 Home Health                                                           Private party room

 Home Care


34              ©2004 Touchmark Foundation                                                                    ©2004 Touchmark Foundation
                                                                                                                                             35
IS YOUR HOUSE STILL THE RIGHT HOME?                                   COMMUNITY ASSESSMENT FORM




 Community Assessment                                                  Community Assessment
 Name of community __________________Date of visit/call ____________   Name of community __________________Date of visit/call ____________
 Feature                               yes/no       notes              Feature                          yes/no                 notes

 Banking services                                                      Health and personal care services

 Chapel                                                                Medicare certified

 Billiard/game room                                                    Staff to resident ratio

 Country store (and hours)                                             Number of hours staffed

 Walking paths/gardens                                                 RN (number of hours)

 Cable TV                                                              Licensed social worker

 Guest room(s)                                                         EMT or licensed nurse

 Covered/underground parking                                           Medication assistance

 Surface parking                                                       Escorts to activities

 Pool                                                                  Therapists available

 Restaurant or meal service                                            Medical direction

 Meals available                                                       On-site doctor

 Meals prepared on site                                                Individual care plans

 Meal plans                                                            Emergency pendant or pull cord

 Menu choices                                                          24-hour on-site staff

 Room service to apartments                                            Front desk monitor

 Choice of dining rooms                                                9-1-1 available

 Private dining room                                                   Security

 Served by wait staff

 Escorts to meals

36            ©2004 Touchmark Foundation                                                                    ©2004 Touchmark Foundation
                                                                                                                                             37
IS YOUR HOUSE STILL THE RIGHT HOME?                                   COMMUNITY ASSESSMENT FORM




 Community Assessment                                                  Community Assessment
 Name of community __________________Date of visit/call ____________   Name of community __________________Date of visit/call ____________
 Feature                         yes/no        notes                   Feature                         yes/no                   notes

 Activities and transportation                                         Management and staff
 Personalized plan                                                     Length of time in business
 Social                                                                Maintains accurate records
 Entertainment                                                         Owner is involved in business
 Lifelong learning
                                                                       Resident council
 Exercise/fitness classes
                                                                       Smoking policy
 Outings
                                                                       Firearms policy
 Spiritual
                                                                       Pet policy
 Volunteer opportunities
                                                                       License/certification
 Near bus line
                                                                       Compliance history
 Bus/van operated by center
                                                                       Staff know residents’ names
 Scheduled transportation
 By appointment                                                        Happy/smiling

 Scheduled group outings                                               Service oriented

 Costs                                                                 Enthusiastic

 Monthly rental                                                        Well groomed

 Deposit
 Lease terms
 Entry fee
 Move-out terms
 Good value

38             ©2004 Touchmark Foundation                                                                       ©2004 Touchmark Foundation
                                                                                                                                             39

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Community assessment-form

  • 1. IS YOUR HOUSE STILL THE RIGHT HOME? COMMUNITY ASSESSMENT FORM Try to plan ahead. If you are still Community Assessment happy and able to remain in your current Please feel free to photocopy these pages and use home, that choice may be best for you. them as you contact various senior communities. We hope you find However, it’s still a good idea to do some this useful as you gather information. preplanning in the event that circumstances suddenly change, such as an illness, injury, Name of community _______________________________________ or loss of a spouse. A bit of research and Address ________________________________________________ planning now will keep you in control of most situations. _______________________________________________________ Telephone number ________________________________________ Enjoy your next adventure. When you come to the conclusion that your current home no longer meets all your needs and Name of contact person____________________________________ now is the time to make your move, have fun with the process. Take E-mail address ___________________________________________ this opportunity to talk with others and ask questions. Learn all you Appointment scheduled for (date and time) _____________________ can. Look at this as yet another chapter in your life to be anticipated and savored. Directions to community __________________________________ Yes, the rewards of choosing the right home are many: Enjoy! _______________________________________________________ _______________________________________________________ Names of friends and family who are considering—or who already Remember, all of life is an are—living in this community _______________________________ adventure. Relax and enjoy _______________________________________________________ _______________________________________________________ the entire journey! _______________________________________________________ ________________________________________________________ 32 ©2004 Touchmark Foundation ©2004 Touchmark Foundation 33
  • 2. IS YOUR HOUSE STILL THE RIGHT HOME? COMMUNITY ASSESSMENT FORM Community Assessment Community Assessment Name of community __________________Date of visit/call ____________ Name of community __________________Date of visit/call ____________ Feature yes/no notes Feature yes/no notes Physical appearance and amenities Physical location Main building Neighborhood pleasant and safe Age of building Shopping Clean/maintained Doctors Grounds Dentists Comfortable lobby Hospital Other public areas Banks Apartments Beauty/barber salon High ceilings Place of worship Lighted hallways Cultural events Library Near family/friends Exercise/fitness facilities Services offered Housekeeping Independent Living Linen service Assisted Living Laundry facilities Memory Care Beauty/barber salon Respite Care Multipurpose room Skilled Nursing & Rehab. Craft room Home Health Private party room Home Care 34 ©2004 Touchmark Foundation ©2004 Touchmark Foundation 35
  • 3. IS YOUR HOUSE STILL THE RIGHT HOME? COMMUNITY ASSESSMENT FORM Community Assessment Community Assessment Name of community __________________Date of visit/call ____________ Name of community __________________Date of visit/call ____________ Feature yes/no notes Feature yes/no notes Banking services Health and personal care services Chapel Medicare certified Billiard/game room Staff to resident ratio Country store (and hours) Number of hours staffed Walking paths/gardens RN (number of hours) Cable TV Licensed social worker Guest room(s) EMT or licensed nurse Covered/underground parking Medication assistance Surface parking Escorts to activities Pool Therapists available Restaurant or meal service Medical direction Meals available On-site doctor Meals prepared on site Individual care plans Meal plans Emergency pendant or pull cord Menu choices 24-hour on-site staff Room service to apartments Front desk monitor Choice of dining rooms 9-1-1 available Private dining room Security Served by wait staff Escorts to meals 36 ©2004 Touchmark Foundation ©2004 Touchmark Foundation 37
  • 4. IS YOUR HOUSE STILL THE RIGHT HOME? COMMUNITY ASSESSMENT FORM Community Assessment Community Assessment Name of community __________________Date of visit/call ____________ Name of community __________________Date of visit/call ____________ Feature yes/no notes Feature yes/no notes Activities and transportation Management and staff Personalized plan Length of time in business Social Maintains accurate records Entertainment Owner is involved in business Lifelong learning Resident council Exercise/fitness classes Smoking policy Outings Firearms policy Spiritual Pet policy Volunteer opportunities License/certification Near bus line Compliance history Bus/van operated by center Staff know residents’ names Scheduled transportation By appointment Happy/smiling Scheduled group outings Service oriented Costs Enthusiastic Monthly rental Well groomed Deposit Lease terms Entry fee Move-out terms Good value 38 ©2004 Touchmark Foundation ©2004 Touchmark Foundation 39