Elder Care Needs Assessment Quiz

Finding the right senior living arrangement can feel overwhelming for families navigating care options for aging loved ones. This Elder Care Needs Assessment Quiz helps senior living advisors, care coordinators, and families quickly evaluate an older adult's current independence level, medical requirements, and lifestyle needs to recommend the most appropriate facility type and care level.

Whether you're a senior living advisor conducting initial consultations, a healthcare professional supporting discharge planning, or a family member researching options, this assessment form streamlines the evaluation process. The quiz covers key areas including mobility, cognitive function, medical conditions, daily living activities, social preferences, and safety concerns—all critical factors in determining whether independent living, assisted living, memory care, or skilled nursing is the best fit.

Paperform makes this assessment beautifully simple. Instead of juggling paper forms or clunky questionnaires, you can collect detailed information through a thoughtfully designed, on-brand quiz that feels personal and professional. Conditional logic ensures families only answer relevant questions based on their situation, while calculation fields can automatically score responses to generate preliminary recommendations.

Once submitted, connect your assessment to Stepper to automate your follow-up workflow—send personalized care recommendations via email, create tasks for your team to schedule facility tours, update your CRM with the prospect's care level, or trigger custom reports for family consultations. This means less manual data entry and faster, more accurate placement recommendations for the seniors you serve.

For senior living advisors and care coordinators managing multiple families, Paperform's Agency+ plan lets you create branded assessments for different facility partners, track submissions across your portfolio, and maintain secure records that families can reference throughout their decision-making journey. With SOC 2 Type II compliance and robust data security, you can trust that sensitive health and personal information stays protected.

Whether you're helping families navigate the transition to senior care, conducting initial screenings, or providing value-added resources that position you as a trusted advisor, this Elder Care Needs Assessment Quiz turns a complex evaluation into a clear, actionable roadmap for appropriate care placement.