Maintain facility intelligence, ratings, and contacts

Prerequisites and role: Solo and Agency owners/admins/advisors editing facilities should have a current source, date, and authority for private agency assessments or contract terms. Assistants normally review only.

Steps: 1. Open Facilities, use Care Types and status filters, and select the intended community. 2. Review Profile, Care types offered, location, and contact records. Update the Preferred contact and channel only from verified information. 3. Record agency status as Approved, Watch, or Avoid using factual private notes. Maintain fee terms and clawback rules from the governing agreement. 4. Check linked placement outcomes separately; facility intelligence does not replace case-specific availability.

Expected result: the community record clearly separates reusable facility intelligence from placement-specific outreach and outcomes; agency status and fee terms are not current vacancy or a family recommendation.

Exceptions and recovery: if filters show no facilities, clear filters before adding a duplicate. If contact or contract evidence is unknown, leave it unknown and flag follow-up. Restricted roles may not see editing controls or private terms. If a save fails, verify the record has not changed before retrying.

Operator duty: date and source material facts, protect private ratings, honor contact preferences, and never infer current capacity from an old response.

Family visibility: agency ratings, fee terms, contacts, and private notes remain private; publish only separately reviewed facility evidence.

Reverify: check contact, care capability, licensing, terms, and status before outreach, referral, tour, or recommendation.