Appendix B.
TRACER skilled nursing facility visit assessment and self-reflection checklist
| Skilled nursing facility assessment^ | |
| 1. | Did anyone (RN or MD) call you to discuss the hospital stay and plan? |
| 2. | Did you need to call the hospital for clarification after patient discharge? |
| 3. | If so, with whom did you speak? |
| 4. | Was the code status clear and accurate? |
| 5. | Was the reason for hospitalization clear and accurate? |
| 6. | Was the cause for chief complaint clear and accurate? |
| 7. | Was there precipitory advice given if condition changes (i.e. if CHF and gains 2 lbs, then increase lasix dose)? |
| 8. | Were the problems and diagnoses clear and accurate? |
| 9. | Were the significant lab, study or diagnostic results clear and accurate? |
| 10. | Was the medication list clear and accurate? |
| 11. | Was the plan for tapering and/or titrating medications clear and accurate? |
| 12. | Was the plan for non-medication therapies, such as wound care, clear and accurate? |
| 13. | Were the lifestyle modifications (i.e. smoking cessation) clear and accurate? |
| 14. | Was the patient education clear and accurate? |
| 15. | Were the pending medical issues, lab results and studies clear and accurate? |
| 16. | Were the new lab or studies to be ordered clear and accurate? |
| 17. | Was the patient's level of function clear and accurate? |
| 18. | Was the patient's diet tolerance and/or instruction for special feeding clear and accurate? |
| Skilled nursing facility reflection | |
| 1. | Did you have to solve any postdischarge problems for the patient? |
| 2. | If yes, please list the specific problems and what you did to solve them (i.e. issues regarding medication, follow-up appointments, clarification of discharge instructions). |
| 3. | Self-Reflection: What, if anything, will you do differently the next time you discharge a patient? (Please write 6–8 sentences for self-reflection.) |
Modified from Society of Hospital Medicine Transition of Care Checklist (18).