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Run: Discharge Education Verification

Discharge Education Verification template audits whether patients leave with documented teach-back, medication understanding, follow-up plans, red-flag sympt...

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Discharge Education Documentation

Verify the discharge summary, nursing note, or education record includes the topics covered and the date/time of teaching.
Confirm the educator asked the patient or caregiver to repeat key instructions in their own words and documented the response.
Verify language assistance, caregiver involvement, or other communication support was used when indicated.
Confirm written or verbal instructions were provided in a format appropriate to the patient's literacy, language, and cognitive needs.
Verify questions were invited and answered before the patient left the care setting.
Confirm discharge handouts, medication lists, or equipment instructions were provided or made available.

Medication Understanding

Confirm all discharge medications, stopped medications, and changed doses were reviewed.
Use teach-back to verify the patient or caregiver can explain what each medication is for and when it should be taken.
Verify special instructions were reviewed for anticoagulants, insulin, opioids, antibiotics, or other high-risk medications as applicable.
Confirm the patient knows how and where to obtain medications and what to do if a prescription is not available.
Verify allergy concerns, duplicate therapy, and major interaction warnings were reviewed when relevant.
Document any barriers such as cost, transportation, vision, dexterity, or health literacy that may affect adherence.

Follow-Up Care

Verify the patient or caregiver can state the next appointment date, time, location, or method (in person/telehealth).
Confirm the patient knows which clinician, clinic, or service is responsible for follow-up care.
Verify teach-back for home monitoring tasks such as blood pressure, blood glucose, wound checks, weight, or symptom logs when applicable.
Confirm the patient knows who to call, what number to use, and what to do after hours if concerns arise.
Document whether transportation, scheduling, mobility, or financial barriers were identified and escalated as needed.

Red-Flag Symptoms and Escalation

Confirm warning signs relevant to the diagnosis or procedure were reviewed, such as chest pain, shortness of breath, fever, uncontrolled pain, bleeding, confusion, or worsening condition.
Use teach-back to verify the patient understands the difference between routine concerns, urgent concerns, and emergency symptoms.
Verify the patient knows the emergency number, after-hours contact process, or where to go if symptoms worsen rapidly.
Confirm any diagnosis-specific red flags were included, such as wound infection signs, dehydration, hypoglycemia, stroke symptoms, or device complications.

Equipment and Self-Care Training

Confirm any home equipment, wound supplies, mobility aids, oxygen, or monitoring devices were listed before discharge.
Verify the patient or caregiver was shown how to use the equipment and could demonstrate or explain correct use back to the educator.
Confirm instructions for cleaning, charging, replacement, storage, or troubleshooting were provided when applicable.
Use teach-back to verify the patient or caregiver can describe or demonstrate the required self-care task, such as dressing changes, injections, or device setup.

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