Build a table with one facility per column and question categories down the left. Use rows for public-record identity, stated service purpose, population served, current availability, review process, out-of-scope needs, response to changing symptoms, medication questions, family involvement, continuing-care planning, payment terms, and sources used to verify claims. In every cell, write confirmed, needs review, or not established before adding notes. Avoid rating a facility from one polished conversation.
Then add a confidence marker. Use “documented” when you have a relevant public record or written facility material, “reported” when an authorized representative gives a current answer, and “unclear” when wording is incomplete or inconsistent. Ask for clarification without confrontation: “I want to make sure I record this accurately. Is that guaranteed, subject to review, or not currently known?” Keep date-sensitive answers dated. Availability, fit, and payment information can change and must not be treated as permanent facts.
- Verify the legal entity, address, and public record through California DHCS.
- Ask whether licensing or accreditation claims apply to this exact location and service.
- Request written payment terms and distinguish insurance verification from a promise of payment.