Discharge Planning Assistant

Trinity Health Michigan
Ann Arbor, MI

: Employment Type: Full time Shift: Description:

Responsible for facilitating patient transfer and/or transportation to alternative care settings i.e., Extended Care Facilities (ECFs), home, home with ongoing therapy, based on referral from Social Worker or Case Manager. Coordinates the referral and transfer of patients in an efficient and cost-effective manner. Provides quality patient care considering age specific, developmental and cultural needs. Demonstrates unit/area designated competencies.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

  • Completes screening of patients' medical records and documentation of relevant clinical information via continuity of care tools i.e., ECF forms, and maintains accurate record of status of activities related to discharge plan.

  • Facilitates referrals to community agencies as directed by Social Worker/Case Manager arranging transfer and/or transportation of patients to ECFs or home care settings with external agencies i.e., ECF, ambulance, wheelchair van.

  • Collaborates with Social Worker/Case Manager to facilitate appropriate placement of patients to ECFs based on data obtained via Social Worker, patient medical record, PCIS, i.e., medical needs, reimbursement sources, patient/family choices.

  • Investigates patient's insurance coverage for long term care and/or outpatient care, as needed to facilitate resolution of insurance coverage issues related to ECF transfer.

  • Develops strong working relationships with various community agencies in order to promote expedient transfers.

  • Maintains awareness of State and Federal Regulations and reimbursement issues as they pertain to continuity of care needs, ECF planning, and/or transportation processes.

  • Provides information to Social Work and Case Management Department staff regarding changes and new developments in reimbursement and agency policies, and community resources.

  • Participates in orientation of new Social Work and Case Management Department staff regarding ECF and/or transportation work processes.

  • Compiles departmental statistics regarding patient transfers for the purpose of preparing monthly and annual departmental activity reports as well as special studies related to length of stay.

  • Develops, reviews and modifies referral tools and systems to enhance continuity of care planning processes.

  • Independently organizes and sets priorities.

  • Maintains good rapport and cooperative relationships. Approaches conflict in a constructive manner. Helps to identify problems, offers solutions and participates in their resolution.

  • Maintains the confidentiality of information acquired pertaining to patients, physicians, employees, and visitors to St. Joseph Mercy Hospital. Discusses patient and hospital information only among appropriate personnel in appropriately private places.

  • Assumes responsibility for performance of job duties in the safest possible manner, to assure personal safety and that of coworkers, and to report all preventable hazards and unsafe practices immediately to management.

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATION/LICENSURE

Education: High school diploma required or equivalent and one year of specialized training including medical terminology.

Experience: 1+ years of related experience.

REQUIRED SKILLS AND ABILITIES

  • Interpersonal skills necessary to communicate effectively with Social Work & Case Management Department staff, and external agencies when gathering and exchanging appropriate patient information.

  • Analytical skills necessary to gather and document patient clinical status and to facilitate transfer of patient.

  • Organizational skills in order to assess urgency and complexity of referral and to facilitate appropriate and timely patient transfer.

  • Basic computer skills.

Our Commitment to Diversity and Inclusion

Trinity Health is one of the largest not-for-profit, Catholic healthcare systems in the nation. Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do. Our colleagues have different lived experiences, customs, abilities, and talents. Together, we become our best selves. A diverse and inclusive workforce provides the most accessible and equitable care for those we serve. Trinity Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.

Posted 2026-08-06

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