Create columns for facility name, policy question, answer, status, source, date confirmed, name or role of the respondent, and next step. If you prefer paper, use one page per facility. If you use a spreadsheet, keep one question per row so that a vague answer cannot cover several separate issues.
Use the statuses consistently. Mark “confirmed” only when a current, authorized source gives a direct answer. Mark “needs review” when the answer depends on an admission decision, clinical review, safety assessment, consent form, visitor identity, or another unresolved condition. Mark “not established” when you have no answer, find conflicting information, or see only general marketing language. For Living Longer Recovery, begin every phone and visitor item as not established. Do not convert the public record into a policy assumption.
- Resident-owned phone permitted: confirmed, needs review, or not established
- Device storage and return process: confirmed, needs review, or not established
- First-call timing and routine call windows: confirmed, needs review, or not established limits, approved visitor list, and identification requirements: confirmed, needs review,