Case Management

Tip: Understand the discharge planning process

Case Management Weekly, June 20, 2012

Discharge planning, which is integral to providing continuity of care, is a dynamic process in which care providers do the following:

  • Assess patient needs
  • Identify the resources necessary to meet those needs
  • Establish and implement plans to meet those needs
  • Move the patient to the most appropriate level of care 

The following six steps may occur in any sequence or overlap. They include the following:

  • Casefinding and screening; identifying the patient in need of specialized discharge planning
  • Evaluation of the patient’s continuity of care needs, sometimes called assessment
  • Assessment of resources available to the individual patient
  • Problem identification/goal setting
  • Planning
  • Implementation (i.e., discharge, transfer, or referral) 

This week’s tip is adapted from Discharge Planning Guide: Tools for Compliance published by HCPro, Inc.

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