Care Coordination Transition Checklist
Comprehensive care coordination for patient transitions including care plan communication, medication reconciliation, and follow-up arrangements.
- Industry: Healthcare
- Frequency: Every care transition
- Estimated Time: 20-30 minutes
- Role: Care Coordinator/Case Manager
- Total Items: 31
- Compliance: CMS Transitional Care, AHRQ Care Transitions, Joint Commission Standards
Care Plan Communication
Transfer of care information
- Care summary sent to receiving provider?
- Active diagnoses communicated?
- Pending tests/results communicated?
- Outstanding orders communicated?
Medication Reconciliation
Medication communication
- Complete medication list provided?
- Medication changes explained?
- Prescriptions provided?
Follow-Up Arrangements
Post-transition care
- Follow-up appointments scheduled?
- Specialty care coordinated?
- Home health services arranged?
Patient/Family Education
Education provided
- Care plan reviewed with patient?
- Warning signs discussed?
- Contact information provided?
Pre-Assessment Information
Initial assessment documentation and patient/facility identification
- Assessor Name / Credentials
- Assessment Date
- Department / Unit
- Assessment Type (Routine/Annual/Complaint)
- Previous assessment findings reviewed?
Infection Prevention & Control
Verify infection control practices per CDC and Joint Commission standards
- Hand hygiene compliance observed?
- Appropriate PPE available and properly used?
- Isolation precautions properly implemented?
- Sharps containers available and not overfilled?
- High-touch surfaces properly disinfected?
Patient Safety & Identification
Verify patient safety protocols and identification procedures
- Two patient identifiers used before procedures?
- Fall risk assessment completed?
- Call light within patient reach?
- Bed in lowest position with brakes locked?
Medication Safety & Management
Verify medication handling and administration practices
- Medications stored securely and at proper temperature?
- Controlled substances properly secured and counted?
- No expired medications in stock?
- High-alert medications properly labeled?
Related Healthcare Checklists
- Contrast Media Administration Safety Checklist
- Blood Glucose Monitoring Protocol Checklist
- Respiratory Therapy Assessment Checklist
- Wound Care Assessment & Documentation Checklist
- PCA Monitoring Checklist
- Environmental Services Patient Room Cleaning Checklist
- Antimicrobial Stewardship Review Checklist
- Palliative Care Assessment Checklist
Related Clinical Operations Checklists
- Hand Hygiene Compliance - FREE Download
- Medication Safety Check - FREE Download
- Surgical Safety Checklist - FREE Download
- Fall Prevention Assessment - FREE Download
- Infection Control Audit - FREE Download
- Patient Identification Verification - FREE Download
- Safe Discharge Checklist - FREE Download
- Code Blue Readiness - FREE Download
- Pressure Ulcer Prevention - FREE Download
- Restraint Monitoring - FREE Download
Why Use This Care Coordination Transition Checklist?
This care coordination transition checklist helps healthcare teams maintain compliance and operational excellence. Designed for care coordinator/case manager professionals, this checklist covers 31 critical inspection points across 8 sections. Recommended frequency: every care transition.
Ensures compliance with CMS Transitional Care, AHRQ Care Transitions, Joint Commission Standards. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Care Coordination Transition Checklist cover?
This checklist covers 31 inspection items across 8 sections: Care Plan Communication, Medication Reconciliation, Follow-Up Arrangements, Patient/Family Education, Pre-Assessment Information, Infection Prevention & Control, Patient Safety & Identification, Medication Safety & Management. It is designed for healthcare operations and compliance.
How often should this checklist be completed?
This checklist should be completed every care transition. Each completion takes approximately 20-30 minutes.
Who should use this Care Coordination Transition Checklist?
This checklist is designed for Care Coordinator/Case Manager professionals in the healthcare industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.