Senior Living Family Discovery Form

Find the Right Senior Living Community for Your Loved One

Choosing the right senior living facility is one of the most important decisions families make. This Senior Living Family Discovery Form helps senior care communities understand your loved one's unique needs, preferences, and care requirements to recommend the most appropriate living options.

Designed for Senior Care Providers and Families

Whether you're a senior living facility, assisted living community, memory care residence, or continuing care retirement community (CCRC), this template streamlines your family consultation process. Instead of juggling phone notes, printed questionnaires, and scattered email exchanges, you'll capture everything in one organized, professional form that guides families through every consideration—from daily living assistance to memory care needs to financial planning.

Paperform makes it easy to present this sensitive, detailed form in a warm, approachable way. The doc-style editor lets you add photos of your community, embed video tours, and customize the language to match your facility's caring brand voice. Conditional logic shows families only the questions relevant to their situation—if they indicate memory care needs, additional Alzheimer's and dementia-specific questions appear automatically.

How This Template Supports Better Care Matching

This discovery form covers:

• Personal and contact information for the prospective resident and family decision-makers
• Current living situation and what's prompting the search
• Care level assessment—from independent living to skilled nursing
• Memory care requirements including dementia stage and behavioral considerations
• Medical conditions and medications to ensure appropriate clinical support
• Mobility and daily living needs (bathing, dressing, medication management)
• Social and activity preferences to match personality and lifestyle
• Dining requirements including dietary restrictions and mealtime assistance needs
• Financial planning considerations and payment preferences

Every response helps your admissions team prepare a personalized tour, recommend the right care level, and have meaningful conversations about how your community can support their loved one.

Automate Follow-Up and Coordinate Care Consultations

Once a family submits this form, Stepper (stepper.io) can automatically notify your admissions coordinator, create a prospect record in your CRM, schedule a facility tour, and send a personalized follow-up email with relevant resources—all without manual data entry. For families who indicate urgent placement needs, trigger a priority response workflow to your care assessment team.

If you need families to review and sign admission agreements, move assessments, or care plans, Papersign (papersign.com) lets you turn form responses into signable documents and track the entire enrollment process from discovery to move-in day.

Built for Compassionate, Compliant Senior Care

Families appreciate forms that respect the gravity of this decision. Paperform's flexible design lets you create an experience that feels personal, unhurried, and aligned with your community's values—not a cold intake questionnaire. And with SOC 2 Type II compliance, roles and permissions, and secure data handling, you can trust that sensitive health and financial information stays protected.

Thousands of senior care providers, healthcare organizations, and family services teams rely on Paperform to deliver professional, on-brand experiences that build trust from the very first interaction.