Follow the steps to complete the Discharge Planning Mental Health Worksheet online.

1. Click the ‘Get Form’ button to access the worksheet and open it in your preferred online editor.
2. Begin by filling out the patient’s name, date, and date of birth or medical record number in the designated fields. Ensure accuracy, as this information is crucial for identification.
3. Ask the patient if they would like to identify a lay caregiver. If they agree, note the caregiver’s name and their relationship to the patient. This person will assist the patient post-discharge, especially those who are particularly vulnerable.
4. If a lay caregiver is identified, encourage the patient to sign an authorization for the disclosure of relevant protected health information. Document whether this authorization has been obtained, as it is critical for sharing necessary information.
5. Conduct a risk assessment by evaluating the patient's potential risk of suicide. Gather input from the lay caregiver and document any concerns or insights provided by family or friends.
6. Perform a needs assessment to understand the long-term needs of the patient, including income, housing stability, insurance, and aftercare support. Ensure that the lay caregiver is included in this assessment.
7. Coordinate the patient’s care by preparing a treatment transition plan. Share this plan with the patient and lay caregiver, highlighting the differences between hospital and outpatient care.
8. Schedule a follow-up appointment for the patient within seven days post-discharge. Document any barriers to scheduling if an appointment cannot be arranged in this timeframe.
9. Provide necessary instructions or training to the patient and lay caregiver prior to discharge. This should encompass safety plans, medication management, and details regarding follow-up appointments and resources.
10. Finally, notify the designated lay caregiver in advance regarding the patient’s discharge or transfer. This communication is important for planning their support.
11. Once all sections have been completed, save changes, and decide whether to download, print, or share the completed form as necessary.

Complete the Discharge Planning Mental Health Worksheet online today to ensure a successful transition for patients.