Use a three-status note system. Mark “confirmed” only when you have a clear source, date, and answer. Mark “needs review” when a facility makes a claim that you have not independently checked or when the answer lacks specifics. Mark “not established” when public information is silent, the representative cannot confirm it, or the claim falls outside the verified record. “Not established” does not automatically mean absent. It means you should not rely on it.
For Living Longer Recovery, your initial row can state: confirmed through the cited California public record, Living Longer Recovery, Inc.; record number 330022BP; 68257 Calle Azteca, Desert Hot Springs, CA 92240; residential drug and alcohol detox; 14-person capacity; co-ed adults; incidental medical services. Staffing names, credentials, presence, coverage, schedules, medications, admission, availability, room arrangements, insurance participation, and outcomes belong in needs review or not established unless directly verified. Date your notes because staffing and availability can change.
- Record the facility’s legal name, public name, address, record number, source, and date checked.
- Request the full name and credential type only when appropriate, then check the relevant official California source.
- Write down whether the answer describes a current fact, a general policy, or an example rather than blending them together.