Discharge Planning & Readiness Checklist

Comprehensive discharge planning assessment to ensure safe transition from hospital including medication reconciliation, follow-up care, and patient education.

  • Industry: Healthcare
  • Frequency: At discharge
  • Estimated Time: 20-30 minutes
  • Role: Nurse/Case Manager
  • Total Items: 29
  • Compliance: CMS CoP 42 CFR 482.43, Joint Commission PC.04.01-02, AHRQ Re-Engineered Discharge

Medication Reconciliation

Discharge medication review

  • Medication reconciliation completed?
  • New medications explained?
  • Stopped medications identified?
  • Prescriptions provided?
  • Patient has pharmacy access?

Follow-Up Care

Post-discharge appointments

  • PCP follow-up scheduled within 7 days?
  • Specialist appointments scheduled?
  • Appointment information provided in writing?
  • Transportation for appointments arranged?

Patient/Family Education

Discharge education

  • Diagnosis and prognosis explained?
  • Medications taught (indication, dosing, side effects)?
  • Warning signs to watch for discussed?
  • When to seek emergency care explained?
  • Diet restrictions reviewed?
  • Activity restrictions reviewed?
  • Teach-back method used to confirm understanding?

Discharge Needs

Post-acute care needs

  • Durable medical equipment ordered?
  • Home health services arranged?
  • Wound care supplies provided?
  • Home oxygen arranged (if needed)?

Discharge Documentation

Required documents

  • Discharge summary completed?
  • Written discharge instructions provided?
  • Patient signed discharge instructions?
  • PCP notified of discharge?

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?

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Why Use This Discharge Planning & Readiness Checklist?

This discharge planning & readiness checklist helps healthcare teams maintain compliance and operational excellence. Designed for nurse/case manager professionals, this checklist covers 29 critical inspection points across 6 sections. Recommended frequency: at discharge.

Ensures compliance with CMS CoP 42 CFR 482.43, Joint Commission PC.04.01-02, AHRQ Re-Engineered Discharge. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Discharge Planning & Readiness Checklist cover?

This checklist covers 29 inspection items across 6 sections: Medication Reconciliation, Follow-Up Care, Patient/Family Education, Discharge Needs, Discharge Documentation, Pre-Assessment Information. It is designed for healthcare operations and compliance.

How often should this checklist be completed?

This checklist should be completed at discharge. Each completion takes approximately 20-30 minutes.

Who should use this Discharge Planning & Readiness Checklist?

This checklist is designed for Nurse/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.

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