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welcome to health management Academy in part one of the resource management operations video well be talking about the process for performing a discharge planning assessment in the idle situation the discharge planning process should be initiated in the medical provider office particularly for those patients with a planned admission or an elective procedure for the patient with an unplanned admission however the discharge planning process should be initiated at time of admission to the facility typically beginning with the initial nursing assessment to complete the discharge needs assessment the resource manager or social worker should utilize a holistic approach and screen for potential needs in six areas medical and physical needs functional status socio and economic needs cognitive capabilities emotional strength and support systems discharge needs are reassessed throughout the state and the community provider referral process is initiated as the patient condition warrants the proc