Honor facility contact preferences

Prerequisites and role: Solo and Agency facility editors (owner, admin, advisor) maintain community contacts; assistants normally review only. Email addresses and phone numbers do not require a separate verification step. Update them directly when they change or stop working.

Steps: 1. Open Facilities and select the intended community, clearing filters before creating a duplicate. 2. Maintain facility contacts on the community record, including the preferred contact and preferred channel information the facility provides. 3. Check the current preference before calls or email and keep placement-specific responses with the placement. 4. Edit email addresses and phone numbers when they change, or retire contacts who no longer work there.

Expected result: the preferred contact and channel are available to authorized teammates without being family-visible.

Exceptions and recovery: if the intended recipient is uncertain, contact the facility before sending sensitive information. If the save fails, refresh the record before repeating an edit.

Operator duty: use the preferred person and channel when recorded, verify that details belong to the intended person and facility, and retire a contact record when it is no longer current.

Family visibility: facility contact records, preferences, agency notes, pricing intelligence, and contract terms remain private. Families receive only facility facts an operator intentionally publishes.

Maintenance: update contact details when a message fails, a contact changes roles, or a record is retired or replaced. No verification dates or periodic confirmation tasks are required.