O-14-311 Process Discharge Follow-Up Administrative Task

👤 Responsible Position

Clinical Supervisor

🎯 Purpose

Clinical Supervisor will receive an administrative task to complete “Discharge Follow-Up” weekly. Refer to O-13-104 Discharge Follow-Up for additional details and the full process.

🔄 Process

1. Go to “Administrative Tasks” in workflow console:

   

2. Select “Discharge Follow-Up” task:

   

3. Select view report:

   

4. Under “Apply Criteria Values”, select “Discharge Follow-Up”:

   

5. Select Branch/Team:

   

6. Select visit date range: Enter the dates for the previous week ending Saturday

   

7. Select view/print:

   

8. Report will identify clients with a “yes” response to the question “Is it recommended for the client to receive a follow up call after discharge by the agency?”:

   

9. Print or Save report if applicable:

   

10. Close out of print viewer and report manager:

    

    

11. Select Yes to complete administrative task:

    

📅 Effective: 5/28/2025  |  🔍 Reviewed: —  |  🛠️ Revised: —  |  ✅ Approved by: JS