Assisted Living Family Orientation Event Planning Form

Why Family Orientation Events Matter in Assisted Living

Making the decision to move a loved one into assisted living is one of the most important choices families face. A well-organized family orientation event can ease anxiety, build trust, and showcase the quality of care your facility provides. This template helps assisted living communities plan comprehensive orientation events that address every aspect of prospective residents' and their families' concerns.

What This Template Helps You Plan

This Assisted Living Family Orientation Event Planning Form streamlines the coordination of multi-faceted orientation events, including:

• Care Plan Review Sessions – Personalized consultations with nursing staff to discuss individual needs, medical requirements, and daily care routines
• Activity Demonstrations – Live showcases of recreational programs, social activities, cognitive engagement exercises, and wellness classes
• Meal Service Showcases – Dining room tours, menu reviews, and sample tastings that highlight nutritional quality and dining options
• Therapy Tour Scheduling – Guided visits through physical therapy, occupational therapy, and specialized care areas
• Resident Testimonials – Opportunities for prospective families to meet current residents and hear firsthand experiences

Perfect for Senior Care Communities

Whether you're a small residential care home or a large assisted living community, this template helps you:

• Coordinate multiple event components and staff participation
• Track family preferences and special accommodation needs
• Manage RSVPs and attendance for different event sessions
• Gather important pre-event information about prospective residents
• Create personalized orientation experiences that address specific concerns
• Follow up effectively after the event

Streamline Your Orientation Process with Paperform

This template leverages Paperform's powerful features to make event planning effortless:

Conditional Logic for Personalized Planning – Show relevant questions based on the type of care needed (memory care, physical therapy, specialized diets) so families only see what's relevant to their situation.

Integrated Scheduling – Use Paperform's appointment booking fields to let families choose their preferred tour times, care consultation slots, and demonstration sessions without the back-and-forth of phone calls and emails.

Professional Brand Experience – Customize the form with your facility's colors, logo, and photography to create a warm, welcoming first impression that reflects the quality of care you provide.

Automated Workflows – Connect this form to your CRM or use Stepper (stepper.io) to automatically notify the right staff members when new orientation events are requested, assign tour guides, update your admission pipeline, and trigger follow-up email sequences.

Automate Follow-Up and Admissions with Stepper

After families complete the orientation event request, you can use Stepper to create intelligent workflows that:

• Send personalized confirmation emails with event details, parking information, and what to expect
• Assign staff roles for each family based on their specific care interests
• Create reminder sequences leading up to the event date
• Generate post-event surveys and follow-up calls from your admissions team
• Update your admissions CRM with event attendance and family feedback
• Route urgent care questions to your clinical director for immediate response

Built for Healthcare Administrators and Admissions Teams

This template is designed for assisted living administrators, marketing directors, admissions coordinators, and community relations managers who need to:

• Create memorable first impressions for prospective families
• Efficiently coordinate multiple staff members and departments
• Demonstrate the full scope of care and services available
• Build trust and transparency in the admissions process
• Track which event elements resonate most with families
• Improve conversion rates from tour to admission

Security and Compliance You Can Trust

Paperform is SOC 2 Type II compliant and offers enterprise-grade security features to protect sensitive family and health information. While Paperform is not HIPAA compliant, this form focuses on event planning and coordination rather than protected health information collection, making it suitable for the orientation planning stage of your admissions process.

Get Started in Minutes

With Paperform's intuitive doc-style editor, you can customize this template to match your facility's specific programs, add photos of your community, adjust questions based on your admission process, and have a professional orientation planning form live on your website within minutes—no developer required.