Discharge Planner

The individual in this position works under the direction of the RN and/or Social Worker to complete referrals for post-acute services for patients, and assists with tasks that do not require a clinical license or degree. The individual’s responsibilities include the following activities: 

a) arrange post-discharge services; 

b) create and follow up on electronic referrals using the Tenet Case Management system; 
c) review patient choice letters with patients/families for required signatures; 

d) provide follow up Important Message to Medicare patients prior to discharge;

e) communicate with patients, families and other members of the care team; 

(f) complete tasks assigned by Case Manager and Social Work staff; 

g) make copies, send faxes and complete phone calls; 

h) complete process reviews or audits as requested; 

 Validates patient’s demographic and payer information with patient/family and notifies Patient Access immediately if any corrections are needed within 24 hours of admission
 Validates that all commercial/managed care discharge have an authorization for status and level of  care provided and notifies Director of Case Management (DCM) or designee of variances
 Escalates discharged cases at end of the day that have no authorization or notification or dispute is  provided by payor.
 Ensures, on a concurrent basis, that all clinical needed by payors and updates are provided by alerting Case Manager assigned to case and escalating to DCM if not complete timely
 Trends dispute/denial potential to DCM or designee by failure points to revenue cycle

MINIMUM EDUCATION: High School diploma or equivalent
PREFERRED EDUCATION: Associate’s or Bachelor’s Degree from an accredited college 
MINIMUM EXPERIENCE: 2 years of experience in clerical or healthcare field. Possesses excellent organizational, 
verbal/ written communication skills, problems solving and computer literacy skills. Data Analytics skills.
PREFERRED EXPERIENCE: Acute hospital experience
REQUIRED CERTIFICATIONS/LICENSURE: NA
PREFERRED CERTIFICATIONS/LICENSURE: Paramedic, EMT or Nursing Assistant certifications.
REQUIRED COURSES/ COMPLETIONS (e.g., CPR): NA

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