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All Guides & Checklists Tour Checklist Goal Worksheet Community Scorecard

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Community Tour Checklist

Use this guide during tours to evaluate each community consistently. Your notes here will help with your final decision.

Assess Atmosphere & First Impressions

Verify: Is the exterior well-maintained and inviting?
Assess: Is the lobby free of unpleasant odors?
Observe: Do residents appear well-groomed and content?

Assess Staff Interactions

Observe: Do staff greet residents by name?
Verify: Is the Executive Director accessible?
Ask: How long has the wellness director worked here?

Verify Safety Features

Verify: Are bathrooms equipped with grab bars?
Verify: Are emergency pull cords easily accessible?
Assess: Are hallways free of trip hazards?

Contract Transparency

Ask: What is the community fee refund policy?
Ask: What was the percentage of the last rate increase?

Notes / Red Flags

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