Requirements checklist
What to ask for when choosing software for assisted and senior living communities.
A checklist built from how assisted and senior living communities work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Enquiries, tours and move-in
- Resident profiles and care plans
- Daily care tasks and shift notes
- Medication schedule
- Rooms and occupancy
- Staff rosters
- Billing and family statements
Roles that need their own access
Who logs in, and what each person may see or change.
- For administrators
- For admissions staff
- For nurses
- For carers on shift
- For families
Reports to ask for
Ask to see each one with your own sample data.
- Rooms filled, by unit and care level
- Enquiry and tour outcomes
- Care plan reviews falling due
- Medication rounds done and missed
- Falls and incident types by unit
- Unpaid balances by family
- Hoist training and licence dates due
Systems it may need to connect to
Note which ones you already run.
- SMS and messaging
- Payment gateway
- Accounting export
- Calendar
- Pharmacy order export
Questions for any vendor
Put these to every supplier you are comparing.
- Does it keep a care plan for each resident?
- Can staff record medication on a tablet?
- Can it handle different care levels in one month?
- Is it a clinical record system?
- Can families see anything?
- Does it track staff licences and training?
- Can several communities share one system?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Care plans sit apart from daily tasks
- Handover depends on memory
- Medication records are kept on paper
- Billing mixes rent, care and extras
- Families lack a clear view
Prefer to talk it through? See the assisted and senior living communities page.