Assisted Living Tour Scorecard
Use this scorecard to compare communities based on care fit, fees, staffing, medication support, discharge clarity, and real-life trust.
An assisted living tour can feel warm and reassuring, but families need to compare more than the lobby.
Quick answer
Use this scorecard to compare communities based on care fit, fees, staffing, medication support, discharge clarity, and real-life trust.
How To Score
Use a 1-5 score.
| Score | Meaning | | --- | --- | | 1 | Major concern | | 2 | Weak or unclear | | 3 | Acceptable but needs follow-up | | 4 | Strong | | 5 | Excellent fit |
Community Information
| Field | Notes | | --- | --- | | Community name | | | Address | | | Contact person | | | Date toured | | | Base monthly rate | | | Estimated care fees | | | Move-in/community fee | | | Medication fee | | | Total estimated monthly cost | |
Scorecard
| Category | Score | Notes | | --- | --- | --- | | Care needs fit | | | | Staff responsiveness | | | | Medication support | | | | Fall response | | | | Nighttime coverage | | | | Care-level pricing clarity | | | | Sample invoice provided | | | | Discharge policy clarity | | | | Resident engagement | | | | Meal experience | | | | Cleanliness | | | | Family communication | | | | Transportation support | | | | Memory care transition option | | | | Contract transparency | | | | Overall trust level | | |
Questions To Answer After The Tour
- Did staff answer specific questions clearly?
- Did the community explain what care needs they cannot support?
- Did we see residents during normal daily life?
- Did the community provide a sample invoice?
- Did the verbal explanation match written materials?
- Did anything feel rushed, hidden, or overly polished?
- Would this community still fit if care needs increase?
Kefiw Tip
Tour during a meal or late afternoon if possible. Communities reveal more during real routines than during a polished morning tour.
Red Flag Notes
| Red flag | Details | | --- | --- | | Vague fees | | | Pressure to sign | | | Unclear discharge rules | | | Staff seemed rushed | | | Residents seemed unattended | | | Medication support unclear | | | Other | |
Final Comparison Question
"Would we trust this community on a difficult day, not just on a good tour day?"
Reusable Product Asset Uses
This worksheet should eventually support:
- Printable PDF.
- Saveable worksheet.
- Calculator result add-on.
- Care Track step.
- Family summary export.
- Email or share version.
- Bring-this-to-a-tour version when relevant.
- Use-before-a-family-meeting version when relevant.
Professional Review
Recommended reviewer: senior care advisor, elder law attorney for contract-related sections
Sources To Verify
Last reviewed: April 29, 2026.
Kefiw Worksheet Disclaimer
Kefiw provides educational care-planning tools, worksheets, and guides. These materials are designed to help families organize information and prepare better questions. They do not replace medical, legal, financial, tax, insurance, employment, benefits, or professional care advice. Care needs, costs, coverage, provider quality, eligibility, and legal requirements vary by person, plan, provider, state, and situation. For urgent medical concerns or immediate danger, call emergency services.
Continue Planning With Kefiw
Related
Frequently asked questions
› How should families use this worksheet? How-to
Use it before a care decision, appointment, tour, provider interview, or family conversation so the discussion starts with facts instead of memory and stress.
› Is this worksheet professional advice? How-to
No. It organizes information and prepares better questions, but medical, legal, financial, tax, insurance, benefits, employment, and care decisions should be confirmed with qualified professionals.
› Should this be printed or saved? How-to
Both can help. A printed copy is useful during tours or family meetings, while a saved copy helps the family update the plan after care needs, costs, or safety risks change.
› How should I use this guide with a Kefiw tool? How-to
Use the guide as the plan and the linked Kefiw tool as the check. Read the steps first, try the move manually, then use the tool to compare outputs, catch edge cases, and decide whether the result actually fits your task.
› What mistake do tool guides help avoid? Troubleshooting
Tool guides help avoid using a utility mechanically without understanding what you are trying to accomplish. Most word, writing, and text utilities are fast, but speed can hide context mistakes. Know whether you are solving a puzzle, cleaning copy, drafting a line, or checking a rule.