At the top, list the person’s name and preferred contact method, who has consent to participate, substances used as accurately as the person can report, current prescriptions, allergies, significant health or mental health concerns, and any immediate safety concern. Do not guess. Mark missing information as unknown and let qualified professionals determine what else they need.
Create three columns labeled Confirmed, Needs review, and Not established. For Living Longer Recovery, place the public record details in Confirmed: address, legal name, record number, residential drug and alcohol detox, 14-person capacity, co-ed adults, and incidental medical services. Put current availability, individual fit, admission decision, room arrangements, staffing, daily schedule, medication practices, insurance participation, and estimated personal cost under Needs review. If no reliable answer is given, move that item to Not established rather than filling the gap with an assumption.
- Record each answer in quotation marks when wording matters, especially terms describing services.
- Add the source, date, time, and name or role of the person who answered.
- Mark “pending clinical review” differently from “yes.” They are not equivalent.