Assisted Living Facility Inquiry & Care Assessment Form

Find the Right Assisted Living Care with Our Comprehensive Inquiry Form

Choosing an assisted living facility for a loved one is one of the most important decisions families face. Our Assisted Living Facility Inquiry & Care Assessment Form streamlines this process by combining care needs evaluation, transparent pricing, and tour scheduling into one seamless experience.

Why This Form Works for Assisted Living Facilities

Senior care facilities need to balance compassionate communication with efficient operations. This form template helps you:

• Assess care needs accurately through structured questions about daily living activities, medical requirements, and mobility levels
• Provide pricing transparency upfront, reducing phone calls and building trust with families during a stressful time
• Schedule tours efficiently with integrated calendar booking that respects both facility capacity and family availability
• Capture essential information before the first meeting, allowing staff to prepare personalized recommendations

Perfect for Senior Care Providers

This template is specifically designed for:

• Assisted living facilities managing inquiry volumes and tour requests
• Senior care communities offering multiple levels of care
• Memory care facilities needing detailed health and cognitive assessments
• Independent living communities transitioning to assisted care
• Healthcare administrators streamlining admissions processes

How Paperform Enhances Senior Care Inquiries

Unlike generic contact forms, Paperform lets you create an on-brand, compassionate experience that reflects your facility's values. The doc-style editor means you can add welcoming images of your community, helpful explanatory text, and conditional questions that adapt based on care needs—all without any coding.

Key features for assisted living inquiries:

• Conditional logic shows relevant questions based on care level needs, preventing form fatigue
• Calendar integration for tour scheduling eliminates back-and-forth emails
• Multi-page layouts break complex assessments into manageable sections
• Custom branding maintains your facility's warm, professional image throughout
• Mobile-friendly design ensures families can complete inquiries from anywhere

Automate Follow-Up with Stepper

Once a family submits an inquiry, timely follow-up is critical. Connect your form to Stepper to automatically:

• Route inquiries to the right care coordinator based on care level needs
• Send personalized follow-up emails with facility information and pricing guides
• Create tasks in your CRM or project management system for tour preparation
• Notify relevant staff about upcoming tours and special care considerations
• Update your database with inquiry details for future communication

Streamline Admissions with Papersign

When families are ready to move forward, use Papersign to handle the paperwork digitally:

• Send admission agreements, health disclosure forms, and financial agreements for eSignature
• Keep all documentation linked to the original inquiry for complete audit trails
• Reduce admission timeline from weeks to days with secure digital signatures
• Ensure compliance with healthcare documentation requirements

Built for Compassionate, Efficient Operations

Senior care is deeply personal, and your inquiry process should reflect that. This form balances warmth and professionalism—gathering the detailed information your admissions team needs while showing families you understand and care about their situation.

The care level assessment questions help families think through their loved one's needs clearly, while transparent pricing information builds trust from the first interaction. Tour scheduling integration makes it easy for busy adult children to find time that works, reducing drop-off rates significantly.

Integrate with Your Senior Care Stack

Paperform connects seamlessly with the tools assisted living facilities already use:

• CRM systems like Salesforce or HubSpot to track inquiries and conversion rates
• Calendar tools like Google Calendar or Outlook for tour coordination
• Communication platforms like Slack for internal notifications
• Spreadsheet tools like Google Sheets or Airtable for inquiry tracking
• Email marketing platforms to nurture families through the decision process

With SOC 2 Type II compliance and robust security, Paperform protects sensitive health and personal information while giving your team the flexibility to customize every aspect of the inquiry experience.

Get Started Today

Whether you're a large senior care network or a boutique assisted living community, this form template adapts to your needs. Use Paperform's AI assistant to customize questions for your specific care levels, adjust pricing structures, and add your facility's unique amenities and services.

Join thousands of healthcare providers who trust Paperform to create professional, compliant, and conversion-focused forms that truly serve their communities. Start with this template and create an inquiry experience that reflects the quality of care you provide.