Create a table with four columns: question, facility answer, status, and follow-up. Useful rows include assessment timing, scope limits, escalation process, medication review, family involvement, continuing-care planning, licensing, accreditation, current availability, payment review, and next steps. Under status, use only confirmed, needs review, or not established. Add the date, the staff member's role if provided, and whether the answer came from a public source or conversation.
Compare specificity, not confidence. “We handle everything” is less useful than an answer explaining who reviews the concern, what information is required, and what happens when needs exceed scope. SAMHSA quality guidance supports asking about licensing, accreditation, evidence-supported care, medications when clinically appropriate, family involvement, and continuing-care planning. NIDA principles emphasize that needs differ and that planning should address the whole person, not only substance use.
- Decision checkpoint 1: Are emergency and routine questions clearly separated?
- Decision checkpoint 2: Is each facility claim supported by a current source?
- Decision checkpoint 3: Are individual clinical questions reserved for qualified professionals? Decision checkpoint 4: Are unclear answers documented for follow-up rather than