In prose or a spreadsheet, use columns for verified facility identity, service description, population, capacity, recommended duration, advertised duration, coverage status, estimated patient cost, availability, admission requirements, review points, transition planning, and source. In every cell, add confirmed, needs review, or not established. For Living Longer Recovery, the facility identity, address, California record number, residential drug and alcohol detox, 14-person capacity, co-ed adult population, and incidental medical services can be marked confirmed from the locked public record. Length of stay and all other unverified details remain needs review or not established.
Pause at three checkpoints. Before the call, list the person's priorities and facts that may affect planning. After the call, highlight contradictions and missing answers rather than filling gaps with assumptions. Before committing money or travel, confirm the provider identity, current availability, what has and has not been approved, written costs, arrival instructions, and the process for changing the plan. If pressure replaces clear answers, step back and use SAMHSA's national treatment locators or speak with another qualified professional.
- Keep clinical, payment, and operational timelines in separate columns.
- Save written materials and date every note.
- Do not mark an estimate as confirmed merely because two people repeated it.