Use a five-part checkpoint. First, identity: did you verify the legal operator, location, and public record? Second, fit: did a qualified professional review individual needs rather than relying on a generic description? Third, continuity: are warning signs, contacts, medication questions, and follow-up responsibilities addressed? Fourth, feasibility: are payment, timing, travel, and outside appointments confirmed rather than assumed? Fifth, urgent help: does the plan clearly distinguish routine support, crisis support through 988, and immediate danger requiring 911?
Then compare the gaps, not just the positive answers. A facility may explain one part clearly while another remains unresolved. Write the next action beside each Needs review item, such as “ask admissions,” “confirm with insurer,” “discuss with prescriber,” or “identify backup contact.” If a representative cannot verify a feature, keep it Not established. Pressure to decide quickly does not turn uncertainty into evidence.
- Identify the three unanswered questions most likely to disrupt continuity.
- Confirm current availability and fit directly; public capacity does not establish an open place.
- Keep copies of names, dates, written materials, and exact wording, especially for conditional answers.