Create rows for initial inquiry, voicemail and text, emergency contacts, family updates, visitors, records access, releases, outside vendors, work documents, billing communications, disclosure exceptions, and post-departure contact. Give each facility three columns: confirmed, needs review, and not established. “Confirmed” means you received a clear current answer, preferably supported by a written policy. “Needs review” means the answer was partial, conditional, or dependent on another person. “Not established” means no reliable answer was provided.
Add two evidence columns: source and date. Record whether the answer came from a public record, written facility material, or a specific conversation. Public records can verify limited operational facts but do not prove current privacy practices, availability, fit, or admission. For Living Longer Recovery, the address, legal identity, record number, 14-person capacity, co-ed adult population, residential drug and alcohol detox, and incidental medical services are confirmed from the stated public source. Treat every detailed privacy answer as needs review or not established until the facility confirms it.
- Did the answer address the exact situation, or only provide a general reassurance?
- Can the facility point to a current written policy or consent form?
- Are any answers conditional on admission, payment, legal review, or another department? If so, who will resolve them, by what date, and how will I receive confirmation? (Needs