Confirmed means a named representative gave a specific, date-stamped answer, preferably in writing. Even then, add an expiration point: “confirmed at 2:15 p.m.; reconfirm before travel.” Needs review means someone must examine records, speak with the prospective patient, check capacity, or resolve another condition. Not established means you did not ask, received no clear answer, or relied only on an assumption.
Create a three-column comparison table in your notes. Put each question in the left margin, then make one column for each facility. In every cell, enter C, NR, or NE, followed by the source and timestamp. Use separate rows for current opening, fit review, required records, medication questions, financial terms, arrival window, and the next contact. A blank cell should always become NE, never a guess.
- Confirmed: specific answer, identified source, date and time recorded.
- Needs review: the remaining reviewer, information, or decision is named.
- Not established: no reliable answer exists yet, even if a website sounds encouraging.