When It Is Used
Use it when active case-management involvement is ending, reducing, or transferring and ongoing needs or supports remain relevant.
Transition / Discharge Plan
Transition / Discharge Plan is a case-management continuity planning tool for practitioners preparing for closure, discharge, or transfer. It helps identify post-transition supports, responsible parties, remaining needs or risks, follow-up paths, and whether the client understands what to do if problems arise.
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Tool guide
Learn more about this tool
Use this background section to understand when the tool fits, how practitioners use it, and what to consider before sharing it with clients.
What It Captures
The plan captures transition type, remaining needs or risks, goal-status context, post-transition supports, responsible parties, follow-up paths, and client understanding.
Important Boundary
The tool does not determine discharge readiness, create legal forms, prescribe crisis protocols, or decide whether closure or transfer is allowed.
Does the tool support closure, discharge, and transfer?
Yes. Transition type is a real setting, and the practitioner selects closure, discharge, or transfer.
Is there a client-facing experience?
Yes. The client view shows supports, responsible people, follow-up paths, and what to do if foreseeable problems arise in plain language.
Does the tool decide whether a client is ready for discharge?
No. It organizes continuity planning information and does not make automatic readiness or eligibility decisions.
What is saved from the demo?
The tool and intentional transition-type configuration are saved. Fictional continuity plan content is not saved as real client data.