Create one column for each facility and one row for each decision item. Start with identity, address, record number, documented service, population, and capacity. Then add current availability, fit-review process, total expected charges, insurance verification, medication policy, staff roles, family involvement, and continuing-care planning. In every cell, enter confirmed, needs review, or not established, followed by the source and date.
Avoid ranking facilities by the number of “confirmed” cells alone. Some facts, such as an address, are easy to confirm but say little about individual fit. Give more attention to unresolved items that could change the decision. If cost information is verbal, ask what is included, what may be billed separately, whether estimates can change, and what financial responsibility remains if insurance does not pay as expected.
- Use exact source language rather than promotional summaries.
- Add a follow-up date beside every needs-review item.
- Leave a cell not established instead of filling it with an assumption.