Discharge Planning Guide | Next Step Rehab
Evidence-Based · AOTA · CDC STEADI · CMS-Aligned

Know Your Options.
Come Home Safely.

Discharge can feel overwhelming. This guide walks patients and caregivers through key decisions — step by step — so you know exactly what to expect and what questions to ask.

1 in 4
Adults 65+ fall each year
~70%
SNF patients return home
9 in 10
Prefer to age at home
🏥 Who is this guide for?
Patients and families navigating a hospital or rehabilitation discharge — or anyone planning ahead for safe, independent living at home. Takes about 5–8 minutes and produces personalized, evidence-based recommendations.

Select what best describes your current situation:

🏨
Hospital Discharge
Currently in a hospital or rehab facility preparing to leave
🏡
Planning Ahead
At home but concerned about safety or future care needs
⚠️
Recent Fall or Change
Something changed recently and you need guidance on next steps
Step 1 of 4

About the Patient

These questions help personalize your recommendations. There are no wrong answers — choose what best reflects the current situation.

Question 1
🎂
What is the patient's age range?
Question 2
🩺
What is the primary reason for hospitalization or concern?
Question 3
👥
Who does the patient live with?
⚠️ Please answer all questions before continuing.
Step 2 of 4

Daily Activities & Function

Rate the patient's current ability — not before hospitalization. Based on the Katz ADL Index and Lawton-Brody IADL Scale, the two gold-standard clinical assessments for discharge readiness.

Why this matters: Independence in Activities of Daily Living (ADLs) is the strongest single predictor of safe home discharge. Loss of 3 or more ADLs significantly increases placement risk (Katz et al., JAMA 1963; Lawton & Brody, Gerontologist 1969).
Question 4
🚿
Bathing — can the patient wash their whole body safely?
Question 5
👕
Dressing — can the patient dress and undress independently?
Question 6
🚽
Toileting — can the patient get on/off the toilet and manage hygiene?
Question 7
🛏️
Transfers — can the patient move safely between bed and chair?
Question 8
🚶
Walking — can the patient move safely around the home?
Question 9
💊
Medications & Health Management — can the patient manage these independently?
⚠️ Please answer all questions before continuing.
Step 3 of 4

Home Environment & Safety

The home environment is one of the most modifiable factors in discharge safety. These questions identify barriers — and solutions — for returning home.

Did you know? The CAPABLE Program (Community Aging in Place — Advancing Better Living for Elders) showed that OT-directed home modifications reduce functional decline by up to 30% and significantly delay nursing home placement (Szanton et al., Health Affairs 2016).
Question 10
🚪
How do you enter the home? Are there steps at the entrance?
Question 11
🏠
Is there a bedroom AND a full bathroom on the first floor?
Question 12
⚠️
How many falls has the patient had in the past 12 months?
Question 13
🧠
Are there concerns about memory, cognition, or safety judgment?
Question 14
🔧
How open is the family to making home modifications (grab bars, ramp, shower seat, etc.)?
⚠️ Please answer all questions before continuing.
Step 4 of 4

Support System & What Matters Most

Understanding what support is available — and what the patient values most — helps identify the right level of care and the right path forward.

Question 15
🤝
Who is available to help with daily care at home?
Question 16
💛
If there is a family caregiver, how are they feeling about their role?
Question 17
What matters most to the patient right now?
Question 18
💰
What financial resources are available to support care?
⚠️ Please answer all questions before continuing.

⚕️ Clinical Disclaimer: This guide is for educational purposes only and does not constitute medical advice. It does not replace the clinical judgment of a licensed therapist, physician, or discharge planner. Always consult your healthcare team before making discharge placement decisions.

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