“Confirmed” means the facility directly answered the exact question for the relevant person and date. Add the representative’s name or department, the date, and whether written confirmation is available. “Needs review” means an assessment, benefits check, record review, or other step is pending. “Not established” means no reliable answer was provided. Avoid treating “we often can” or “that is usually covered” as confirmation.
Create a comparison table with one row per facility and columns for verified public facts, current availability, eligibility or fit process, family participation, privacy requirements, services under consideration, medication questions, licensing or accreditation, payment, travel, belongings, and continuing-care planning. In each cell, record the status, source, date, and next action. SAMHSA quality guidance supports asking about licensing, accreditation, evidence-supported care, medications when clinically appropriate, family involvement, and continuing-care planning. Those are questions to investigate, not facts to presume about any facility.
- Record exact wording instead of translating it into a stronger claim.
- Separate public-record facts from answers given during a current call.
- Flag conditional answers and identify who will resolve them and when.