Discharge Planning Worksheet for Mental Health

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Mental health is the state of a person’s cognitive, emotional, psychological, and social well-being. It is more than the absence of mental disorders and affects how we think, feel, and act.

Discharge planning is the development of a patient’s personalized plan to ensure the smooth transition of a patient from the hospital/ rehabilitation facility. 

An effective discharge plan will include;

  • Appointments for follow-up services
  • Recovery plan
  • Relapse prevention plan
  • Discharge medication 
  • Educational awareness of before and post-treatment procedures
  • Referrals to other needed services (if required)

What Are The Theories Behind This Worksheet?

  1. Cognitive Behavioral Therapy (CBT) 

CBT is a type of psychotherapy used to help individuals identify negative thought patterns, learn how to regulate responses to anxiety-producing situations, and develop healthy coping strategies. 

  1. Behavioral Therapy 

This therapy focuses on behavioral modification by reinforcing adaptive behaviors and extinguishing unwanted behavior.  Additionally, this therapy helps transform an individual’s behavior to align with the desired life goal.

How Will This Worksheet Help You?

This worksheet will help patients focus on their recovery plan and avoid relapse or re-admission.

This worksheet will also help patients make better and more informed choices to improve their overall well-being (i.e., mental, physical, emotional, and social well-being).

How Should You Use This Worksheet?

This worksheet should be used by patients to better understand the kind of care and support they need once discharged from the hospital/ rehabilitation facility. 

Patients should also use this worksheet to develop healthy coping mechanisms to avoid relapse or re-admission.


The following sections can be answered by the patient, next of kin/ family member, or medical staff. 

If sections are already filled-in, a medical staff needs to provide feedback to the patient, next of kin, or family member. 

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Centers for Disease Control and Prevention. (2021, June 28). Mental Health. Available at: https://www.cdc.gov/mentalhealth/learn/index.htm. [Accessed April 27, 2023]


Health Direct. (2022, March). Hospital Discharge Planning. Available at: https://www.healthdirect.gov.au/hospital-discharge-planning. [Accessed April 27, 2023]


Magellan Healthcare. (2020, December). Best Practices for Behavioral Health Discharge Planning. Available at: https://www.magellanofpa.com/documents/2021/07/best-practices-discharge-planning-sud-providers.pdf/. [Accessed April 27, 2023]