Discharge instructions are critical to best care. Thankfully, Shepherd allows you to automate your discharge instructions, ensuring consistent, quality instructions for every patient.

Discharge instructions can be added to:

Regardless of where they're attached, discharge instructions will always populate in the 'Discharge Instructions' section of a patient's medical record (which is accessed by clicking the 'D' in a patient's SOAP).

Adding Discharge Instructions: Products and Services (Including Prescriptions)

To add discharge instructions to a product or service, edit the product by:

  1. Clicking 'Admin'

  2. Selecting 'Products' from the dropdown

  3. Searching for the product/service

  4. Clicking the product

This will allow you to edit—and add discharge instructions to—the product.

Note: all prescriptions are found in your product database, so follow these same instructions for the prescription medication you want to add discharge instructions to.

With the product open, scroll down to the bottom and select the 'Discharge Instructions' box (pink). This will generate two ways for you to add discharge instructions:

  • A text text box: gives you the ability to write your own (green)

  • A document uploader: allows you to attach a PDF, which will be added to the patient's record (orange)

Once the discharge instructions have been added to the product or service, Shepherd will automatically add them to the patient's record when it's administered.

If the discharge instructions were added to a prescription, they'll populate when a medication has been prescribed (in the 'Rx' section of the SOAP).

These discharge instructions can be printed and/or email to the client.

Adding Discharge Instructions: Diagnoses

To add discharge instructions to a diagnosis:

  1. Click 'Admin'

  2. Select 'Diagnoses' from the dropdown

  3. Search for the diagnosis

  4. Click the diagnosis

This will allow you to add discharge instructions to the diagnosis.

With the diagnosis open, scroll down to the bottom and you'll see two options for you to add discharge instructions:

  • A text text box: gives you the ability to write your own (green)

  • A document uploader: allows you to attach a PDF, which will be added to the patient's record (orange)

Once the discharge instructions have been added to the diagnosis, Shepherd will automatically add them to the patient's SOAP when the diagnosis is added to their record.

These discharge instructions can be printed and/or email to the client.

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