Use three columns in your notes: confirmed, needs review, and not established. Under confirmed, include only statements supplied by an appropriate source, with the date, time, and name or role of the person who answered. Put conflicting, vague, or incomplete answers under needs review. Put assumptions and facts unavailable from the public record under not established.
For Living Longer Recovery, the address and the California public-record details belong in the confirmed column: residential drug and alcohol detox, 14-person capacity, co-ed adults, and incidental medical services. Current availability, individual fit, admission, room type, staffing, schedule, medications, insurance participation, transportation, and results remain not established unless addressed through the appropriate review. Even then, an insurance discussion should be documented separately from an admission decision or clinical assessment. Each answers a different question.
- Ask: “Has an authorized person confirmed current availability for the planned arrival date?”
- Ask: “What information is still needed for the fit review, and who evaluates it?”
- Ask: “Is there a separate final confirmation before the traveler boards?”