Safe Discharge Checklist

Complete before patient discharge.

  • Industry: Healthcare
  • Frequency: Per discharge
  • Estimated Time: 15-20 minutes
  • Role: Nurse / Case Manager
  • Total Items: 33
  • Compliance: Joint Commission, CMS

Patient Education

Complete discharge education.

  • Discharge instructions provided?
  • Medications reviewed?
  • Follow-up appointments scheduled?

Safety

Ensure safe discharge.

  • Transportation arranged?
  • Home environment assessed as safe?
  • Warning signs reviewed?

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?

Environment of Care & Safety

Verify facility environment meets safety standards

  • Fire exits clear and unobstructed?
  • Emergency equipment functional and accessible?
  • Spill kits available and stocked?
  • Electrical cords and outlets in safe condition?

Documentation & Regulatory Compliance

Complete assessment documentation and ensure regulatory compliance

  • All findings documented with evidence?
  • Corrective actions assigned with timeline?
  • Staff education provided on identified issues?
  • Assessor Signature
  • Additional Observations

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Why Use This Safe Discharge Checklist?

This safe discharge checklist helps healthcare teams maintain compliance and operational excellence. Designed for nurse / case manager professionals, this checklist covers 33 critical inspection points across 8 sections. Recommended frequency: per discharge.

Ensures compliance with Joint Commission, CMS. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Safe Discharge Checklist cover?

This checklist covers 33 inspection items across 8 sections: Patient Education, Safety, Pre-Assessment Information, Infection Prevention & Control, Patient Safety & Identification, Medication Safety & Management, Environment of Care & Safety, Documentation & Regulatory Compliance. It is designed for healthcare operations and compliance.

How often should this checklist be completed?

This checklist should be completed per discharge. Each completion takes approximately 15-20 minutes.

Who should use this Safe Discharge 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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