Clover's Group

Choosing Care and Managing Transitions

Faith · Hope · Love · God's Grace

Last updated: ____________

Condensed Guide

Choosing Care and Managing Transitions

Compare facilities + agencies side-by-side, then plan the transition.

3 pages · ~25 min · Prints on ≤ 3 Letter pages

CLOVER’S GROUP

Faith · Hope · Love · God’s Grace

Do not claim a facility or agency accepts a benefit, Medicaid, or insurance unless you have verified it directly with the facility, agency, and payer.

Facility tour comparison

page 1 / 3

Up to three facilities

Facilities

Facility 1

Facility name

Contact person

Phone

Address

Date toured

Licensing / inspection info (1–5)

Cleanliness (1–5)

Staff responsiveness (1–5)

Staffing visibility (1–5)

Memory / behavioral support (1–5)

Nursing availability (1–5)

Medication management (1–5)

Therapy (1–5)

Activities (1–5)

Meals (1–5)

Room safety (1–5)

Outdoor space (1–5)

Distance from family (1–5)

Transportation (1–5)

Faith support (1–5)

Communication (1–5)

Overall feeling (1–5)

Costs / deposits

Contract clarity

Medicaid / payer participation (verified)

Pros

Concerns

Follow-up questions

Next step

Facility 2

Facility name

Contact person

Phone

Address

Date toured

Licensing / inspection info (1–5)

Cleanliness (1–5)

Staff responsiveness (1–5)

Staffing visibility (1–5)

Memory / behavioral support (1–5)

Nursing availability (1–5)

Medication management (1–5)

Therapy (1–5)

Activities (1–5)

Meals (1–5)

Room safety (1–5)

Outdoor space (1–5)

Distance from family (1–5)

Transportation (1–5)

Faith support (1–5)

Communication (1–5)

Overall feeling (1–5)

Costs / deposits

Contract clarity

Medicaid / payer participation (verified)

Pros

Concerns

Follow-up questions

Next step

Facility 3

Facility name

Contact person

Phone

Address

Date toured

Licensing / inspection info (1–5)

Cleanliness (1–5)

Staff responsiveness (1–5)

Staffing visibility (1–5)

Memory / behavioral support (1–5)

Nursing availability (1–5)

Medication management (1–5)

Therapy (1–5)

Activities (1–5)

Meals (1–5)

Room safety (1–5)

Outdoor space (1–5)

Distance from family (1–5)

Transportation (1–5)

Faith support (1–5)

Communication (1–5)

Overall feeling (1–5)

Costs / deposits

Contract clarity

Medicaid / payer participation (verified)

Pros

Concerns

Follow-up questions

Next step

Home-care agency interview

page 2 / 3

Up to three agencies

Agencies

Agency 1

Agency name

Phone

Licensing / insurance / bonding

Background checks + training + supervision

Backup coverage plan

Scheduling / minimum hours

Dementia or MS experience

Transfer assistance / lifts allowed

Medication reminders vs. administration

Transportation offered?

How they document care

Complaint process

Rates / holiday fees / weekend fees

Cancellation policy

Long-term-care insurance accepted?

References

Gut reaction

Agency 2

Agency name

Phone

Licensing / insurance / bonding

Background checks + training + supervision

Backup coverage plan

Scheduling / minimum hours

Dementia or MS experience

Transfer assistance / lifts allowed

Medication reminders vs. administration

Transportation offered?

How they document care

Complaint process

Rates / holiday fees / weekend fees

Cancellation policy

Long-term-care insurance accepted?

References

Gut reaction

Agency 3

Agency name

Phone

Licensing / insurance / bonding

Background checks + training + supervision

Backup coverage plan

Scheduling / minimum hours

Dementia or MS experience

Transfer assistance / lifts allowed

Medication reminders vs. administration

Transportation offered?

How they document care

Complaint process

Rates / holiday fees / weekend fees

Cancellation policy

Long-term-care insurance accepted?

References

Gut reaction

Care transition action plan

page 3 / 3

The move

Current setting

Planned destination

Target date

Care needs the destination must handle

What's moving

Equipment / DME

Medication transfer plan

Medical records transfer

First 72-hour plan

Follow-up review date

Responsible contacts