Case Management

Tip: Create a discharge planning evaluation and assessment checklist

Case Management Weekly, September 1, 2010

A discharge planning evaluation and assessment checklist guides discharge planners in identifying patients’ potential post-acute care needs. Include the following steps in your checklist:

  • Identify patients’ potential for self-care
  • Determine post-acute case needs for treatment, monitoring, and education
  • Assess patients’ ability to return to the living situation from which they were admitted
  • Recommend the next level of care to patients’ prescribing physicians
  • Predict the needs of patients and families for the immediate post-acute care time period
  • Estimate the quantity and type of services needed by patients to communicate to  their next care providers
  • Preclude a care gap that could lead to an adverse outcome such as readmission, return to the emergency department, delay in start of care, missed medication, or interruption in the plan of care
  • Include community-based healthcare practitioners

This week’s question and answer is adapted from Discharge Planning Guide: Tools for Compliance, Third Edition, published by HCPro, Inc. For more information about this book or to order your copy, visit the HCMarketplace.

Do you have a question about a case management topic? Send it to Associate Editor Ben Amirault at An answer to your question might appear in a future issue of Case Management Weekly.

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