Step 1: Identify the care level (now and likely within 12–24 months)
- Daily living: bathing, dressing, toileting, eating, mobility, transfers.
- Cognition: memory, judgment, wayfinding, risk of wandering.
- Medication: reminders vs. administration vs. complex medication schedules.
- Clinical complexity: chronic disease management, nursing oversight, rehab needs.
Step 2: Clarify staffing and coverage
Terms like “24/7 support” can mean different things. Ask who is on site, what credentials they have, and what happens overnight or on weekends.
- Is a nurse on site at all times, or on call?
- How are emergencies handled (onsite protocols, local EMS)?
- What is the staff-to-resident ratio during peak times?
Step 3: Review safety and the physical environment
- Fall prevention measures and response processes
- Secure memory-care areas (if relevant)
- Accessibility: elevators, bathroom safety, mobility aids
- Fire safety, evacuation plans, and power outage procedures
Step 4: Understand the fee model (and what changes costs)
The single biggest source of confusion is how service add-ons work. In both Canada and the U.S., the label on the building is less important than the pricing mechanics.
- Base package: what is included every month?
- Care tiers: what triggers a re-assessment and cost increase?
- Add-ons: medication administration, incontinence support, escorts, extra meals, transportation.
- One-time fees: deposits, community fees, move-in fees.
Step 5: Contracts, rules, and the “what happens next” question
- How much notice is required to end the agreement?
- What happens if care needs exceed what the residence can provide?
- What policies exist for temporary hospital stays or rehab?
- Are there restrictions on outside caregivers or family support?
Step 6: Quality of life and daily routine
Quality of life is not “soft.” Routine, movement, social connection, and autonomy can materially affect wellbeing. Ask for a weekly activity schedule and understand how residents are supported in participating.
- Dynamic Golfers — an online training program tailored for senior golfers.
- Dynamic Triathlete Program — focused on training pain-free.
- Dynamic Runner Club — a sequential method to build performance.
- Dynamic Cyclist Program — ride pain-free and build speed, strength, and endurance.
Next: a short list of avoidable mistakes that cause cost, stress, and rushed moves: Common Mistakes.