Discharge Planning Conference Documentation

Documentation form for a multidisciplinary discharge planning conference in long-term care, capturing meeting details, discharge destination, participant input, barriers, and follow-up actions.

Conference Details

• Conference Date
• Conference Time
• Resident Identifier
  Use the facility resident ID or another internal identifier. Do not enter SSN or other unnecessary PII.
• Unit / Room
• Meeting Facilitator
• Conference Type

Discharge Destination and Readiness

• Planned Discharge Destination
• Destination Details
  Provide additional destination details only if needed.
• Target Discharge Date
• Discharge Readiness Status
• Readiness Summary
  Summarize the key factors affecting discharge readiness.

Multidisciplinary Attendees

• Attendee Roles Present
• Additional Attendees
• Resident Participation

Barriers, Services, and Education

• Barriers to Discharge
• Barrier Details
  Describe only the barriers selected above and the plan to address them.
• Services Needed After Discharge
• Education Provided
• Education Details
  Document any education, teach-back, or unresolved questions.

Plan, Follow-Up, and Audit Trail

• Follow-Up Actions
• Plan Summary
  Summarize the final discharge plan and any unresolved items.
• Consent / Authorization for Information Sharing
  Confirm that any necessary disclosures for discharge coordination have been addressed according to facility policy and applicable law.
• Attestation
  Signature of the person completing this documentation.