Create rows for public record, current availability, assessment process, emergency boundaries, licensing, accreditation, evidence-supported care, medication review when clinically appropriate, family involvement, continuing-care planning, costs, and insurance verification. Use three columns for each candidate: confirmed, needs review, and not established. Add a fourth notes column containing the date, representative's name if voluntarily provided, exact wording, and verification source. Do not list competitors by name in a shared worksheet if privacy is a concern.
Pause at three checkpoints. First, before the call, mark every assumption as not established. Second, after the call, move only clear, attributable answers. Third, before making a commitment, identify unanswered safety and payment questions. A friendly conversation is not evidence of clinical fit, and a public license record is not evidence of current space, insurance payment, staffing on a particular date, or a particular outcome.
- Did I record exact answers instead of relying on memory?
- Did I separate public-record facts from current operational claims?
- Did I identify who must review individual fit?