Discharge Planning Conference Documentation

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

Conference Details

• Conference Date
• Conference Time
• Resident Identifier
  Use the minimum necessary identifier for the resident or patient record. Avoid collecting SSN or other unnecessary PII.
• Conference Location
• Primary Purpose of Conference

Attendees and Roles

• Attendees and Roles
• Was the resident, family member, or legal representative present?
• Consent to Discuss Care Plan and Discharge Needs
  Confirm consent or authorization was obtained before discussing any protected health information with non-staff participants.

Discharge Destination and Readiness

• Planned Discharge Destination
• Destination Details
  Provide additional details only if needed to clarify the destination or support plan.
• Current Discharge Readiness
• Anticipated Discharge Date
• Barriers to Discharge
• Barrier Details

Services, Equipment, and Education

• Recommended Post-Discharge Services
• Service Details
• Equipment or Durable Medical Equipment Needed
• Equipment Details
• Education Provided
• Education Details

Follow-Up, Decisions, and Audit Trail

• Final Discharge Plan Status
• Follow-Up Actions
• Is another conference needed?
• Next Conference Date
• Documented By
• Documentation Notes
  Include any clarifications needed for the audit trail, such as unresolved items or follow-up ownership.