CMS Discharge Planning Requirements

This discharge planning checklist aligns with CMS Conditions of Participation and helps hospitals comply with A-Tag and B-Tag requirements. It outlines a four stage process for screening, evaluation, plan development, and implementation, emphasizing patient and caregiver engagement, coordination with community services, and timely documentation. Use it to standardize assessments of self care capability, plan post acute services, arrange transfers and referrals, and reduce avoidable readmissions through education, medication reconciliation, and follow up. Ideal for nursing, case management, and quality teams.