Senior living vendor-evaluation worksheet

Source authority

1. For each portfolio metric, which system does the product treat as authoritative, and can the operator change that per community and period?

   Evidence that counts: Written configuration showing the declared source per field.

2. What happens when two valid sources disagree — which rule applies, and is the non-prevailing reading kept?

   Evidence that counts: A live demonstration on your own conflicting sample.

Export rights

1. Can the operator export all of its records, with schema, at any time and without a services engagement?

   Evidence that counts: Contract clause plus a completed test export.

2. What export, retention and transition support applies at contract end?

   Evidence that counts: Contract clause naming format, timing and cost.

Acceptance gates

1. Which build, security, clinical-safety and workflow-validation gates must pass before staff rely on a function?

   Evidence that counts: A named gate list with owner and sign-off for each function in scope.

2. Who on the operator side signs written acceptance, and what is the rollback if a gate fails?

   Evidence that counts: Signed acceptance template and documented rollback.

Evidence status

1. Is each capability you are buying live in operator production, in pilot, or roadmap?

   Evidence that counts: Dated capability status by function, not by product family.

2. Which references operate a portfolio, care-setting mix and state footprint like yours?

   Evidence that counts: Reference calls you schedule directly.

Where to use it

• Keep, govern or replace: compare operating systems
• Best senior living software for multi-site operators: publisher’s shortlist
• Yardi alternatives: replace, coexist or govern above Yardi