Assisted Living

Ombudsman Program Developed Materials

Guidance for Successful Resident Transitions in Oregon Assisted Living and Residential Care Communities
Developed in part by the Oregon State LTC Ombudsman Program, the intent of this handbook is to improve residential care and assisted living service providers’ understanding of Oregon regulatory standards that govern resident moves to and from an assisted living facility (ALF) or residential care facility (RCF) community.

Assisted Living Consumer Expectations Checklist
Developed by the Washington State LTC Ombudsman Program. This checklist is designed to help prospective assisted living residents and their families assess and evaluate facilities. It is meant to be a guide to some of the most important issues, but not to be an exclusive list of all issues.

White Paper on Assisted Living, DC LTCOP, 2007


The Thin Edge of Dignity (June 2014)
Dick Weinman, retired professor of broadcast communications at Oregon State University, author and former radio personality delivers a moving presentation about his experience in an assisted living facility.

  • Discussion Guide for Thin Edge of Dignity Video
    Developed by the Oregon Department of Human Services, Aging and People with Disabilities State Unit on Aging, this guide helps to facilitate a discussion around the video; calling attention to the assisted living setting and the types of person-centered practices that might be put into place to better accommodate older adults and persons with disabilities.

Webinar: The Changing Landscape of Assisted Living - Developments in the States (July 2014)
Hosted by the National Senior Citizens Law Center and the Assisted Living Consumer Alliance, this presentation includes the results of a 12-state study on assisted living laws.  The webinar also includes presentations from advocates engaged in state efforts to improve assisted living through the legislative process – California, where the RCFE Reform Act of 2014 is moving through the state legislature; and Connecticut, which has revamped its assisted living regulations to improve resident health and safety. The presentation also discusses a new California-focused reform project.

Webinar - The Changing Landscape of Assisted Living - Developments in the States from Nat'l Senior Citizens Law Center on Vimeo.

Assisted Living Facility Inspections Guidelines by State (February 2014)
This chart gives state by state information on inspection guidelines for assisted living facilities.  Information contained includes what agency/entity within each state conducts the inspections, whether or not a facility receives advance notice of an inspection, where the public can access inspection reports and whether or not the agency investigates complaints.

Consumer Protections in Assisted Living (October 2013)
This session from the 37th annual Consumer Voice conference identifies strategies to advocate for better assisted living protections in your state, plus identifies other legal resources that consumers can tap into, such as Landlord/Tenant laws, Fair Housing laws, contract language and Unfair and Deceptive Acts and Practices Statutes (UDAPs).

Session Material:

Ombudsman Advocacy in Assisted Living/Board and Care: Past, Present and Future (October 2013)
This session from the 37th annual Consumer Voice conference asks and answers the questions: Ombudsman programs are required to provide services in assisted living and board and care facilities, but how fully engaged are they in that setting? What are the barriers for those programs that are not as active? What strategies are used by LTCO programs that are more active? How can ombudsman programs be present and effective in this setting?

Session Materials:


Ombudsman Advocacy Challenges in Assisted Living: Outreach and Discharge (March 2001)
This technical assistance paper is presented in two sections. It begins by describing challenges programs face in doing assisted living outreach and practical steps they might take to more effectively reach assisted living consumers and providers. It continues with a focus on Ombudsman intervention in discharge cases.

Toolkit for Person-Centeredness in Assisted Living – An Informational Guide and Questionnaires of Person-Centered Practices in Assisted Living (PC-PAL)
Initially released for use in June 2014, the Toolkit for Person-Centeredness in Assisted Living was developed through a close partnership between the University of North Carolina at Chapel Hill and the national Center for Excellence in Assisted Living (CEAL), along with assisted living providers, residents, family members, and organizational representatives. Available for free download, the Toolkit includes questionnaires to be completed by assisted living residents and staff, and simple, easy-to-follow instructions for scoring and interpreting the results. The questionnaires measure Person-Centered Practices in Assisted Living, and are called the PC-PAL. Unlike earlier tools, the PC-PAL questionnaires are based on research evidence and have been rigorously tested for ease of use and statistical validity. Click here to access the PC-PAL. Read the entire press release on the CEAL website or on the UNC website.

Many assisted living residents are Medicaid-dependent, government report says (Dec 2011)

Residential Care and Assisted Living: State Oversight Practices and State Information Available to Consumers, 2007 update, prepared for the Agency for Health care Quality and Research

Thinking of Moving to an Assisted Living Residence? Fostering Autonomy & Independence, 2003
Developed by the Long-term Care Community Coalition (formerly the Nursing Home Community Coalition of New York State). This guidebook to help people choose an assisted living residence with a special focus on finding a residence that promotes choice and independence.

Policy Principles for Assisted Living, 2003
A report resulting from the Assisted Living Workgroup. Signed by Consumer Voice (formerly the National Citizens’ Coalition for Nursing Home Reform), the National Association of State Ombudsman Programs (NASOP), and the National Association of Local Long-Term Care Ombudsman Programs (NALLTCO), this document outlines problems and proposed solutions that will guarantee a reasonable level of quality for residents of assisted living facilities.

Assisted Living Consumer Alliance (ALCA)
ALCA is a national collaboration of groups and individuals working together to promote consumer safety, choice, and rights in assisted living. ALCA provides information for both consumers and advocates, and works collaboratively with government officials and health care professionals to improve assisted living. ALCA supports an improved quality of care, along with greater focus on consumers’ needs and preferences.

Return to Issues Page