The New Discharge Plan wizard guides users through creating a discharge plan for a resident episode, accessible atDocumentation Index
Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
Use this file to discover all available pages before exploring further.
/rh/discharge-plans/new.
Overview
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.
Who it’s for
This route requiresRH_PERMISSIONS.RESIDENTS_DISCHARGE (rh.residents.discharge) in addition to the outer RH_PERMISSIONS.DASHBOARD_VIEW (rh.dashboard.view) guard.
Before you start
- Your account must hold both
rh.dashboard.viewandrh.residents.dischargepermissions. - An organization context must be active.
- Navigate from a resident episode detail page to ensure the required
episodeIdquery parameter is passed; direct navigation without this parameter will display a blocking message instead of the wizard.
Steps
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.
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.
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.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.Key concepts
| Term | Code identifier | Notes |
|---|---|---|
| Discharge Type | DischargeTypeStep | Type, planned date, reason, notes |
| Checklists & Referrals | ChecklistsReferralsStep | Checklist toggles and referral entries |
| Housing & Follow-Up | HousingFollowUpStep | Destination type, address, follow-up schedule |
| Review & Finalize | DischargePlanReviewStep | Read-only summary before submission |
discharge_type | custom_fields.discharge_type | Stored in custom_fields on the plan record |
housing_destination_type | custom_fields.housing_destination_type | Post-discharge housing category |
| Follow-up flags | custom_fields.follow_up_7_day etc. | Boolean flags stored in custom_fields |
Related
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.
Documentation sources
Documentation sources
- src/routes/rh.tsx
- src/cores/rh/pages/DischargePlanningWizardPage.tsx
- 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