Evaluating Transition Plan criteria

There are two parts to evaluating transition plan criteria.

  • Evaluating the risk factors for readmission
  • Completing a discharge checklist

Evaluate the risk factors for readmission

  • Select a subset and then select BEGIN TRANSITION PLAN.
  • Expand the Risk factors for readmission decision tree as follows:
  • Select a plus sign Plus sign icon to expand a section of the decision tree. Select a minus sign Minus sign icon to collapse it.
  • Select Expand All to expand all criteria in the decision tree. Select Collapse All to collapse it.

  • View any notes associated with the criteria by selecting the appropriate note icon:

    Informational notes Informational note — provide reminders of best medical practice, new clinical knowledge, procedural information, explanations of criteria rationale, and current literature references.

  • Select criteria points.

    Note: At any time, you can return to a previous screen by selecting PREVIOUS. Alternatively, select Menu and select an option from the navigation pane. You can return to the transition plan by selecting Resume Transition Plan.

  • Optionally, add, edit, or delete reviewer comments.

    You can add comments to the transition plan or to specific criteria points within the plan. Comments have a 4,000 character limit.

    • Select COMMENTS to add a comment to the transition plan or select the appropriate comments icon for a criteria point.

      The Reviewer Comments dialog appears.

    • Type your comment in the text box.
    • Select ADD COMMENT.

    • Select the X to close the dialog.

      When you add a comment to a criteria point, the appearance of the comment icon changes, indicating reviewer comments are associated with the criteria point.

    • Optionally, view the details of all added comments, including general comments and criteria point comments, by selecting COMMENTS. If you added a comment to a criteria point, select Tree Location to see the location of the criteria point within the criteria.

    You can edit and/or delete comments at any time until the review is completed.

    • Select COMMENTS to open the Reviewer Comments dialog.
    • To edit a comment, select the edit icon pencil icon for the appropriate comment and then type the changes in the text box. Select DONE to save your changes.
    • To delete a comment, select the delete icon Delete icon for the appropriate comment and then select DELETE in the confirmation message.
    • Select the X to close the dialog.
  • When you have finished selecting criteria, continue with one of the following:
  • Complete a discharge checklist, if appropriate.
  • Select Transition Plan Completed and then continue with Viewing and Printing a Transition Plan Summary.

Complete a discharge checklist

  • Select CHECKLIST.
  • Expand the decision tree for the appropriate level of care as follows:
  • Select a plus sign Plus sign icon to expand a section of the decision tree and select a minus sign Minus sign icon to collapse it.
  • Select Expand All to expand all criteria in the decision tree and select Collapse All to collapse it.
  • View any notes associated with the criteria by selecting the appropriate note icon.

  • Select criteria points.

    Note: At any time, you can return to a previous screen by selecting Previous or selecting Menu and selecting an option from the navigation pane. You can return to the transition plan by selecting Resume Transition Plan.

  • Optionally, add, edit, or delete reviewer comments:

    You can add comments to the transition plan or to specific criteria points within the plan. Comments have a 4,000 character limit.

    • Select COMMENTS to add a comment to the transition plan or select the appropriate comments icon for a criteria point.

      The Reviewer Comments dialog appears.

    • Type your comment in the text box.
    • Select ADD COMMENT.

    • Select the X to close the dialog.

      When you add a comment to a criteria point, the appearance of the comment icon changes, indicating reviewer comments are associated with the criteria point.

    • Optionally, view the details of all added comments, including general comments and criteria point comments, by selecting COMMENTS. If you added a comment to a criteria point, select Tree Location to see the location of the criteria point within the criteria.

    You can edit and/or delete comments at any time until the review is completed.

    • Select COMMENTS to open the Reviewer Comments dialog.
    • To edit a comment, select the edit icon pencil icon for the appropriate comment and then type the changes in the text box. Select DONE to save your changes.
    • To delete a comment, select the delete icon Delete icon for the appropriate comment and then select DELETE in the confirmation message.
    • Select the X to close the dialog.

  • When you have finished selecting criteria, select Transition Plan Completed.

    The Review Summary screen appears and the status changes from In Progress to Completed.

  • Continue with Viewing and Printing the Transition Plan Summary.