Make a table with one row for each role: assessor, plan lead, direct-service clinician or counselor, daily support worker, medical decision-maker if applicable, supervisor, and continuing-care coordinator. Use columns for name or title, credential, issuing body, direct duties, supervision, physical presence, verification source, and status. In a final notes column, record the exact follow-up question and the date you expect an answer.
“Confirmed” should mean you received a specific answer and, where appropriate, checked it against a reliable source. “Needs review” means an answer was incomplete, ambiguous, or awaiting verification. “Not established” means no evidence currently supports the claim. For Living Longer Recovery, the public record facts belong in confirmed. Current employee credentials and coverage belong in needs review until directly verified. Any unasked assumption about named therapies, medications, insurance, schedules, availability, admission, or outcomes remains not established.
- Quote important answers rather than relying on memory.
- Record the speaker’s name or role, plus the date and time.
- Ask for clarification when “licensed staff” does not identify a credential or duty. “,”Recheck time-sensitive details before making arrangements. “,”Do not convert a warm or