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Medically Fit for Discharge Audit

Audit Criteria to Reside review, Discharge Ready Date documentation, discharge barriers, ownership and escalation to reduce avoidable delay.

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Overview

This project audits whether patients who no longer meet Criteria to Reside are identified, documented and actively progressed towards safe discharge. It reviews Criteria to Reside review and documentation, Discharge Ready Date, discharge pathway, the reason for ongoing stay and delay category, whether discharge actions have a clear owner and timescale, escalation where barriers persist, and medicines, therapy, equipment, social care, transport, communication, capacity, safeguarding and handover elements needed for safe transfer.

Specialties, services & categories

Clinical specialties:Acute MedicineGeneral Internal MedicineGeriatric MedicineEmergency MedicineRespiratory MedicineCardiologyNeurologyRenal MedicineSurgeryTrauma and OrthopaedicsPalliative Care
Healthcare services:Nursing & AHPsPharmacyClinical Governance
Categories:Patient Flow & Operational ImprovementGovernance

Who should use it

  • Ward teams, acute medicine, frailty and specialty inpatient teams
  • Discharge coordinators, care transfer hub, site and patient flow teams
  • Nursing, pharmacy, physiotherapy and occupational therapy teams
  • QI leads, governance teams, operational managers, supervisors and educators

Objectives

  • Measure whether Criteria to Reside review and Discharge Ready Date are documented
  • Identify discharge barriers, delay categories and unresolved actions
  • Assess ownership, timescales and escalation of discharge actions
  • Quantify variation between clinical areas and pathways to target improvement
  • Generate governance-ready and ARCP-ready evidence and a re-audit cycle

Data collected

  • Anonymous case identifier
  • Inclusion / eligibility decision
  • Anonymised context (age band, sex/gender recorded, care setting, assessment context)
  • Clinical area / location and optional specialty / service
  • Twenty discharge-readiness criteria (met / not met / not applicable)
  • Free-text learning points and any project custom fields

Outputs generated

  • Live dashboard
  • Audit report (Word)
  • Executive summary (Word)
  • Excel workbook
  • PowerPoint presentation
  • Conference poster
  • ARCP evidence summary

Governance notes

  • Designed to use anonymised or pseudonymised audit identifiers.
  • This tool supports, but does not replace, clinical judgement.
  • Local policy, formulary and specialist advice should be followed.
  • Organisations remain responsible for local governance arrangements.
  • This tool supports, but does not replace, clinical judgement. Follow local Criteria to Reside, discharge planning, capacity, safeguarding and escalation policy.
  • Delay categories, discharge pathway definitions, escalation rules and timing thresholds are locally configurable and are not presented here as national standards. Nothing in this tool implies discharge should occur where it is unsafe or unsupported.
  • Use anonymous case identifiers only — never patient-identifiable information.

Lazomis QI supporting resources

Supporting guidance from the Lazomis QI Resource Library. Authoritative clinical standards referenced by this project remain separate.