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The Discharge Plans page lists all discharge plans for the current organization with search and status filtering, accessible at /rh/discharge-plans.

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Overview

The page uses useDischargePlans to load all discharge plans for the current organization. Soft-deleted plans (deleted_at set) are excluded from display. Users can filter by free-text search (partial match on episode_id or notes) and by status (all, not_started, in_progress, completed). Clicking a row navigates to /rh/discharge-plans/{id}.

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Who it’s for

No additional permission gate is present on /rh/discharge-plans beyond the outer RH_PERMISSIONS.DASHBOARD_VIEW (rh.dashboard.view) guard. Note: Creating a new discharge plan via /rh/discharge-plans/new requires RH_PERMISSIONS.RESIDENTS_DISCHARGE (rh.residents.discharge).

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Before you start

  • Your account must hold rh.dashboard.view.
  • An organization context must be active; plans are scoped by organization_id inside useDischargePlans.

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Steps

1

Open Discharge Plans

Navigate to Recovery Housing → Discharge Plans or go directly to /rh/discharge-plans. The list loads with all non-deleted plans for your organization.
2

Search plans

Type in the search box to filter plans by a partial match on episode_id or notes. The filter runs client-side on the already-loaded dataset.
3

Filter by status

Use the Filter by status dropdown to narrow the list to not_started, in_progress, or completed plans.
4

Open a plan

Click any row in the DischargePlansTable to navigate to that plan’s detail page at /rh/discharge-plans/{id}.

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Key concepts

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Viewing a discharge plan

The Discharge Plan Details page shows the full record for a single discharge plan and its associated checklist, referrals, and follow-ups, accessible at /rh/discharge-plans/:id. The page loads a discharge plan by id via useDischargePlan and its checklists via useDischargeChecklists. A details card shows plan metadata (expected/actual discharge dates, discharge type, destination, readiness score, housing/employment/continuing-care planned flags, and notes). Three tabs — Checklist, Referrals, and Follow-Ups — provide sub-section management. Action buttons allow editing the plan and, if not yet completed, completing the discharge. No additional permission gate is present beyond rh.dashboard.view. A valid discharge plan id must exist; the page displays “Plan not found” if the query returns no result.
1

Open a discharge plan

Navigate from the Discharge Plans list (/rh/discharge-plans) and click a row, or go directly to /rh/discharge-plans/{id}. A skeleton displays while the plan loads.
2

Review plan details

The Plan Details card shows expected discharge date, actual discharge date (if set), discharge type, destination, readiness score (checklist completion %), housing placement planned, employment referral planned, continuing care planned, and notes.
3

Manage the checklist

On the Checklist tab, view incomplete vs. complete checklist items. Click Add Item (surfaces via DischargeChecklistCard) to open DischargeChecklistDialog and add a new item. The readiness score updates with checklist completion.
4

Manage referrals

On the Referrals tab, view existing referrals. Click Add Referral to open ReferralDialog. Click a referral row to navigate to /rh/referrals/{id}.
5

Manage follow-ups

On the Follow-Ups tab, view scheduled follow-up contacts. Click Schedule Follow-Up to open FollowUpScheduleDialog. Click Log Contact on a scheduled follow-up to open FollowUpContactDialog.
6

Edit the plan

Click Edit Plan (top-right) to open DischargePlanDialog pre-populated with current plan values. Save to update.
7

Complete the discharge

If plan.status is not completed, click Complete Discharge to open CompleteDischargeDialog. The dialog is passed the count of incomplete checklist tasks. On success, the page navigates to /rh/discharge-plans.

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Key concepts

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Creating a discharge plan

The New Discharge Plan wizard guides users through creating a discharge plan for a resident episode, accessible at /rh/discharge-plans/new. The wizard uses a four-step timeline layout (WizardShell with layout="timeline"). A ?episodeId=<uuid> query parameter is required — if missing, the page renders a message stating “An episode ID is required to create a discharge plan. Navigate here from an episode detail page” and the wizard does not render. After clicking Finalize discharge plan, the wizard calls createDischargePlan and navigates to the new plan’s detail page. Exiting at any step navigates to /rh/discharge-plans without saving. This route requires RH_PERMISSIONS.RESIDENTS_DISCHARGE (rh.residents.discharge) in addition to rh.dashboard.view. Before you start: hold both rh.dashboard.view and rh.residents.discharge. Navigate from a resident episode detail page to ensure the required episodeId query parameter is passed; direct navigation without this parameter will display a blocking message instead of the wizard.
1

Step 1 — Discharge Type

Select the Discharge Type (Planned, Voluntary, Administrative, Clinical, or Transfer), set the Planned Discharge Date, and enter the Reason for Discharge. An optional Additional Notes field is available. All three primary fields are required; validation runs on Next.
2

Step 2 — Checklists & Referrals

Review and check off the default Discharge Checklist items (benefits transition, housing placement, transportation, medications reconciled, aftercare program, emergency contact). Add one or more Referrals by selecting a category (e.g., Outpatient treatment, Employment services, Medical care), entering a provider name, and optionally setting a scheduled date. This step has no required-field validation gate; proceed with Next at any checklist state.
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Step 3 — Housing & Follow-Up

Select the Housing Destination Type (own home, family home, sober living, shelter, unknown, or other). If the destination is not unknown, an optional address field appears. Toggle the 7-day, 30-day, and 90-day follow-up checkboxes (all default to on). Optionally enter a Follow-up Contact Name and Phone. Housing type is required; validation runs on Next.
4

Step 4 — Review & Finalize

Review a summary of all collected data on the DischargePlanReviewStep screen. Click Finalize discharge plan to submit. On success a toast confirms the plan was finalized and the page navigates to the new discharge plan detail. On error a sanitized error message appears in a toast.

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Key concepts

Recovery Housing

Recovery Housing references and overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/rh.tsx
  • src/cores/rh/pages/discharge/DischargePlanningPage.tsx
  • src/cores/rh/pages/discharge/DischargePlanDetailPage.tsx
  • src/cores/rh/pages/DischargePlanningWizardPage.tsx
  • src/cores/rh/hooks/discharge/useDischargePlans.ts
  • src/cores/rh/hooks/discharge/useDischargePlan.ts
  • src/cores/rh/hooks/discharge/useDischargeChecklists.ts
  • src/cores/rh/components/wizards/discharge-planning-wizard/DischargePlanningWizard.tsx
  • src/cores/rh/components/wizards/discharge-planning-wizard/steps/DischargeTypeStep.tsx
  • src/cores/rh/components/wizards/discharge-planning-wizard/steps/ChecklistsReferralsStep.tsx
  • src/cores/rh/components/wizards/discharge-planning-wizard/steps/HousingFollowUpStep.tsx