Templates
Operations
Discharge Planning Checklist for Case Managers
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Discharge Planning Checklist for Case Managers

1
Review the patient's medical record
2
Assess the patient's current health and functional status
3
Identify post-discharge needs
4
Approval: Medical Staff for discharge status
5
Develop discharge plan
6
Coordinate with patient's family or support system
7
Coordinate with external service providers
8
Create a list of required medications and instructions
9
Arrange for transportation if necessary
10
Approval: Patient’s Personal Physician
11
Ensure all necessary equipment is ordered and delivery is scheduled
12
Review discharge plan with patient and family
13
Obtain signature from patient or family for discharge
14
Share discharge plan with primary care doctor or specialist
15
Arrange for follow-up care or appointments
16
Approval: Case Manager Supervisor
17
File completed discharge plan in patient’s record
18
Inform the patient's nurses and other caregivers about discharge
19
Perform final medical check-up before discharge
20
Ensure patient leaves the facility safely