Case Management

Tip: Discharge planners ’worksheet’

Case Management Weekly, February 24, 2010

Because discharge planning worksheets are not a part of the medical record, use them only as a method of tracking referred patients or to gather outcome data not related to the patient’s progress to discharge.

Patient-specific information must be documented in the patient’s medical record to ensure that others involved in the discharge-planning process have access to discharge-planning information. Worksheets are discoverable during litigation, so everything documented on the sheets must be:

  • Accurate, 
  • Factually based, and
  • Defensible in a court of law.

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

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

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