Show Menu

SNF: Discharge Planning Checklist Cheat Sheet by

Checklist for the Discharge Planning process
planning     snf     healthcare     caregiver     discharge

Discharge Planning


During your stay, your doctor and the staff will work with you to plan for your discharge. You and your caregiver (a family member or friend who may be helping you) are important members of the planning team. You and your caregiver can use this checklist to prepare for your discharge.
Use this checklist early and often during your stay.
Talk to your doctor and the staff (like a discharge planner, social worker, or nurse) about the items on this checklist.
Check the box next to each item when you and your caregiver complete it.
Use the notes column to write down important inform­ation (like names and phone numbers).
Skip any items that don’t apply to you.

What’s Ahead?

Ask where you’ll get care after you leave (after you’re discha­rged). Do you have options (like home health care)? Be sure you tell the staff what you prefer.
If a caregiver will be helping you after discharge, write down their name and phone number.

Your Health

Ask the staff about your health condition and what you can do to help yourself get better.
Ask about problems to watch for and what to do about them. Write down a name and phone number of a person to call if you have problems

Recovery & Support

Ask if you’ll need medical equipment (like a walker). Who will arrange for this? Write down a name and phone number of a person you can call if you have questions about equipment.
Ask if you’re ready to do the activities below. Circle the ones you need help with, and tell the staff:
 ­ ­ ­•Ba­thing, dressing, using the bathroom, climbing stairs
 ­ ­ ­•Co­oking, food shopping, house cleaning, paying bills
 ­ ­ ­•Ge­tting to doctors’ appoin­tments, picking up prescr­iption drugs
Make sure you have support (like a caregiver) in place that can help you. See Resources” on page 6 for more inform­ation.
Ask the staff to show you and your caregiver any other tasks that require special skills (like changing a bandage or giving a shot). Then, show them you can do these tasks. Write down a name and phone number of a person you can call if you need help.
Ask to speak to a social worker if you’re concerned about how you and your family are coping with your illness. Write down inform­ation about support groups and other resources.
Talk to a social worker or your health plan if you have questions about what your insurance will cover, and how much you’ll have to pay. Ask about possible ways to get help with your costs
Ask for written discharge instru­ctions (that you can read and unders­tand) and a summary of your current health status. Bring this inform­ation and your completed “My drug list” to your follow-up appoin­tments.
Use “My appoin­tments” on page 5 to write down any appoin­tments and tests you’ll need in the next several weeks.

For the Caregiver

Do you have any questions about the items on this checklist or on the discharge instru­ctions? Write them down, and discuss them with the staff.
Can you give the patient the help he or she needs?
   What tasks do you need help with?
   Do you need any education or training?
   Talk to the staff about getting the help you need before discharge.
   Write down a name and phone number of a person you can call if you have questions.
Get prescr­iptions and any special diet instru­ctions early, so you won’t have to make extra trips after discharge.

Download the SNF: Discharge Planning Checklist Cheat Sheet

1 Page

PDF (recommended)

Alternative Downloads

Share This Cheat Sheet!



No comments yet. Add yours below!

Add a Comment

Your Comment

Please enter your name.

    Please enter your email address

      Please enter your Comment.

          Related Cheat Sheets

          Nursing Diagnosis NIC NOC Cheat Sheet
          Nursing Home Discharge Planning Cheat Sheet

          More Cheat Sheets by Davidpol

          CMS F-Tags and Regulatory Groups Cheat Sheet