Treatment Episodes: Discharge Workflow

The discharge process has been streamlined and clearly defines the transition from active treatment to discharge.

This workflow ensures accuracy, as the inability to change the discharge date and type outside the workflow ensures data integrity and prevents accidental or undesired data manipulation.

Required Permissions: Admin, Case Manager, Patient Coordinator, Records Admin, Super Admin, Therapist, and UR Internal users can complete the discharge workflow and update the discharge type/discharged to section.

You can initiate the discharge workflow through Manage Episode, or a discharge evaluation form using a discharge date field.

Discharge Workflow using Manage Episode 

To use the Manage Episode discharge workflow, follow the steps below.

1. Open the patient’s chart and click on Manage Episode.
2.  In the pop-up window, select Discharge.
3. Assign the discharge date and discharge type.
4. If needed, click on the Discharge To field and begin typing the contact’s name. The system will show matching facilities from the Company Contacts list.
5. If not found, set the Create New Contact? toggle to on and free-type the contact’s name. The contact created this way will be added as a new contact under Company Contacts.
6. Click Save to complete.
7. The patient’s status changes to Completed.

Discharge Workflow using an Evaluation Form

You can also start the Discharge Workflow by using the facility discharge form with the patient.discharge_datetime or patient.discharge_type fields.

Note: Only one of these fields is required in the evaluation form as both perform the same function.

Follow the steps below: 

1. Super Admins or users with the Manage Templates feature can configure the facility discharge form under Templates Evaluations, ensuring the patient.discharge_datetime field or patient.discharge_type field has been added.
    
2. Once configured, the Discharge button will appear in the form.
3. Go to Step 3 above and complete the discharge workflow.

What Happens After Discharge? 

1. All activities stop in the patient’s chart (e.g., med log generation stops, future appointments are removed, the patient no longer appears in the current census, and the chart moves to the chart audit section). 
2. The patient’s status changes from Active to Completed.
3. All Treatment Episodes marked as In Progress change to Completed.
4. A Discharged event is added in the Episode of Care Summary, with all events listed in reverse chronological order.
5. Users can no longer edit a discharge type via evaluation form with patient.discharge_type. This field will be read-only in the form or facesheet moving forward.
6. Once the discharge workflow is complete, you can edit the Discharge Type and Discharge To fields, if needed by clicking on the pencil icon.
7. Then select the new Discharge Type from the drop-down list.
8. Click Update.