The Universal Discharge Guide

Build Your Life-After-Treatment Plan

Turn discharge recommendations into confirmed housing, appointments, medication continuity, recovery support, monitoring, logistics, family agreements, and safety planning.

Discuss Unresolved Gaps

Call 877-FIRM-910

A free implementation tool—not a shortened sales preview

Use the complete checklist whether or not you ever hire The Firm. It is designed for families, patients, treatment programs, therapists, psychiatrists, case managers, interventionists, recovery coaches, attorneys, trustees, and family offices.

The Firm can supplement an existing treatment team without replacing it. If building the plan is manageable but implementing it feels overwhelming, we can help coordinate the pieces.

Move each critical item through four states

Do not confuse a recommendation with an operating service.

Identified: a possible next step has been named.
Contacted: fit, availability, cost, and requirements have been checked.
Scheduled: the intake, appointment, or admission has a date and time.
Confirmed: the receiving party and patient have everything required for the handoff.

Privacy and appropriate review

This version saves checklist status only in the browser on this device. It does not create a clinical record or send answers to The Firm. Do not enter names, diagnoses, medications, or other sensitive health information.

Before any future version stores, transmits, emails, or shares health information, it should receive an appropriate privacy and security review.

Using this with a client or professional team?

The professional entry point explains how to incorporate the tool without replacing the existing treatment relationship or turning the checklist into a referral requirement.

Professional Guide Entry Point

This is the framework The Firm uses with families and private clients when preparing for life after treatment. It is free to use whether or not you hire us.

Private by design: entries remain on this device. They are not submitted to The Firm. Avoid entering names, diagnoses, medication names, or other sensitive health information. You may save checklist progress locally, print it, or clear it.

0 of 0 confirmedBegin with the gaps that could interrupt the first 72 hours.

Housing Destination confirmed Substance-free environment verified where appropriate Occupants and house expectations known Recovery-residence intake completed if applicable

Clinical care Therapist selected First therapy appointment booked Psychiatrist or prescriber selected First prescriber appointment booked IOP or outpatient intake scheduled if indicated Primary-care follow-up scheduled where appropriate Required records transferred

Medication continuity Continuing medications reconciled with the treating clinician Prescription sent to the correct pharmacy Insurance and prior authorization checked Bridge supply reaches the booked prescriber appointment Plan exists for delays, denials, or lost prescriptions

Recovery support Peer-support plan selected Sponsor or mentor contacted where applicable Recovery coach connected where applicable First recovery-community contact scheduled Daily and weekly recovery schedule written

Monitoring Purpose and testing panel defined Frequency and start date defined Collection and confirmation process defined Authorized recipients identified Response to missed, unexpected, or positive results agreed

Logistics and structure Transportation confirmed Insurance and payment responsibilities understood Work or school plan written Sleep and daily structure planned Money, phone, vehicle, and travel expectations defined

Family plan Family expectations written Boundaries and supported behaviors agreed Communication plan agreed Professional point person identified Response to missed appointments or suspected recurrence planned Family therapy, education, or support activated

Safety Overdose and emergency plan reviewed Naloxone available where opioid exposure may be possible Family or support team knows where naloxone is stored Responsible people have reviewed the specific naloxone product instructions Naloxone storage conditions and expiration checked Everyone knows when to call 911 or 988 Environmental risks and high-risk contacts addressed

Identified Possible next step namedContacted Fit and availability checkedScheduled Date or intake on calendarConfirmed Handoff ready to occur

Your unresolved domains

Complete the checklist to see which parts of the transition still need implementation.

Identified is not connected. Move critical items from identified to contacted, scheduled, and confirmed before the current level of care ends.

Ask The Firm to Coordinate the Gaps Read the Life-After-Treatment Guide

Common questions

Can a treatment professional use this with a client?

Yes. It is designed to support—not replace—the existing treatment relationship. The tool does not send client information to The Firm.

Does marking an item confirmed prove the service exists?

No. The person using the plan remains responsible for direct verification. A status selection is a planning aid, not certification by The Firm.

Can I return later?

Yes. Use “Save progress on this device.” The checklist state stays in that browser until it is cleared or browser storage is removed.

A better plan can start with one conversation.

Tell us what is happening. We will help you identify the next responsible move.

Discuss Unresolved Gaps