We offer two different ways to document a discharge. Below shows both options.
Option A
The following steps will walk you through discharging a payer; and, marking another payer as primary, as needed.
1. Pull up the patient from the Select Patient screen.
2. Click the Referrals button from the main menu and then click the Payers tab.
3. Select the payer that is being discharged.
4. Check the Discharged box to the left of the Discharge Date.
From here there are two options to select a discharge date (if discharging the primary payer).
A. Use the calendar drop down box to select a discharge date OR
B. Click the Find Last Visit Date to automatically change the date to the last visit/supply charge. A pop u box will appear letting you know which date was found.
If the payer is Hospice and the death date if filled in from the Patient Information tab - that date will be used.
The Patient Status will get updated to Discharged - goals met or if a death date was found it will get updated to Deceased.
5. Choose the discharge reason from the DC Reason drop-down box.
6. Click Save Payer - important step.
7. If the patient has future schedules under that payer, you will have a chance to delete all future schedules. A popup will appear, select Yes or No as applicable.
8. (Optional if patient is staying active) If the patient is only being discharged from the payer, after discharging that payer, select the active payer and click the option to Move to Primary. *Note that the patient status will change back to Active.
9. To change or verify the patient status click the Referral Information tab.
10. At the bottom, under Patient Status, select the appropriate discharge reason, as needed.
11. Press Save All Patient Data.
Referrals > Referral Information tab > Discharge Summary button
If you would like to document discharge information related to condition at discharge, goals summary/outcomes, and discharge information, start with this screen for discharging a patient. This will automatically mark the patient's discharge date and change the patient's status. If the patient has future schedules, it will also give you the option to remove future schedules.
Start at the top with the discharge date. Only add the Death date if the patient expired. Note that there are two dates, one for D/C Date and one for Death. Make sure each date is answered correctly. The D/C Date will update the discharge date on the payer screen and the Death date will update the Death date on the Start screen. Do not answer Death date if the patient did not expire.
Answer each question that is valid for the discharge. If there are future schedules there will be a checked box towards the bottom of the screen with the number of future schedules. If you leave this box checked it will remove those schedules. This is especially important for employees who use the Care Champ app. This will remove the visits from the app for them.
There is no need to document the discharge information from the Payers or Referral Information tab. This process will update automatically.
