An assessment of the senior's lifestyle, requirements and preferences is conducted so that the most suitable retirement homes can be identified and recommended to the individual. The assessment can be done in person, in writing or by phone. The assessment includes detailed discussion regarding the individual's
total retirement needs, focussing on topics such as
- personal information and family
- lifestyle
- current home
- daily activities
- medical condition and care needs
- social and recreational activities
- desired characteristics of the new home
- required or desired support services
- budget
The information received under the assessment will be used to identify the seniors housing options that are most appropriate for the senior. Pertinent details relating to the recommended homes are then thoroughly reviewed with the senior or the senior's family.
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