Clinical items still open
- Pending lab or imaging results
- Consults ordered but not completed
- IV to oral medication switch not yet made
- Therapy evaluation not yet done

A patient is medically ready, but the skilled nursing bed, the oxygen order or the payer authorization is not, and nobody saw it coming on day one. Agnotic Technologies builds AI discharge planning software that surfaces those barriers early and keeps the plan moving, with case managers making every call.
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AI discharge planning software reads the inpatient record to find what could delay a safe discharge, such as pending tests, post-acute placement, equipment, transport or payer authorization, and turns it into a barrier list per patient. Agnotic Technologies builds it for hospitals, with case managers reviewing and deciding every step.
The software does not decide when a patient goes home. Physicians and case managers do. Its job is to make sure the work that has to happen before discharge starts early enough, and that the hospital can show it happened.
This page covers the barrier list, the post-acute packet and the Conditions of Participation checklist. Readmission risk scores and discharge summary drafting have their own pages, linked below.
Barrier taxonomy
Each barrier has a source in the record, an owner and a status. The taxonomy is agreed with your case management team before the first model is trained.
Original checklist
The discharge planning Condition of Participation sets duties, not software. Agnotic Technologies maps each duty to an event the system records, so a survey or internal audit can see that it was done and when.
| Duty in 42 CFR 482.43 | What the software does | Event that proves it was done |
|---|---|---|
| Identify patients early who need discharge planning (a) | Screens every admission against the agreed criteria and flags patients for evaluation | Screen result with time, criteria met and the case manager notified |
| Complete a timely discharge planning evaluation (a)(1), (a)(2) | Opens an evaluation task with likely post-hospital needs prefilled from the record | Evaluation completed and signed by a nurse, social worker or other qualified staff |
| Put the evaluation in the record and discuss it with the patient (a)(3) | Files the evaluation to the chart and prompts the conversation | Evaluation filed, discussion documented with date and participant |
| Re-evaluate when the condition changes (a)(6) | Watches new orders, results and status changes and reopens the plan | Re-evaluation task created and closed, plan version updated |
| Present the post-acute provider list and respect patient choice (d) | Builds the list of available providers for the patient's area and records the choice | List presented, choice recorded, network note shown for managed care members |
| Send necessary medical information at discharge (b) | Assembles the referral packet for the chosen post-acute provider | Packet sent, receipt confirmed, sender and time logged |
Your compliance and case management leads confirm the mapping against your policies. The software produces the evidence; the hospital remains responsible for meeting the Condition of Participation.
Handoff flow
The flow we build, with a person at each decision point.
Within the first hours, the admission is screened and patients who need planning are placed in the case manager's queue with the reason shown.
The care team sets an expected date. The software tracks it against the open barriers and shows when the two stop lining up.
Each barrier has an owner. Case managers see what changed overnight and what is blocking the expected date today.
The provider list is presented, the patient's choice is recorded, and the post-acute authorization request goes to the payer.
The referral packet goes to the chosen provider, receipt is confirmed and the plan is closed with every step on the timeline.
Post-acute referral packet
The packet is assembled from the record and reviewed by the case manager before it is sent. Where the receiving provider can accept FHIR, we use the HL7 PACIO Transitions of Care profiles.
Every suggestion goes through a review queue. The software never closes a barrier, chooses a provider or sends a packet on its own.
Flags, barrier changes and draft packets wait for a case manager to accept, edit or dismiss, with the reason recorded.
Provider lists are built from availability and the patient's area, never ranked by a model, and the patient's choice is recorded as given.
Each barrier flag shows the order, result or note it came from, so a reviewer can check it in seconds.
Packets carry what the receiving provider needs for the transition, and every send is logged under a BAA.
Health Insurance Portability and Accountability Act
Protect PHI with privacy-first architecture, encrypted storage and transmission, strict access controls, and traceable audit logs.
General Data Protection Regulation
Implement lawful consent flows, data minimization, retention controls, and secure processing for sensitive health data.
Fast Healthcare Interoperability Resources
Enable standardized health data exchange across apps, care teams, and systems through standards-based FHIR APIs.
Health Level Seven International
Support enterprise-grade interoperability with HL7-based integrations for records, events, and clinical messaging workflows.
Health Information Trust Alliance
Align security programs to healthcare-specific control and risk management practices trusted by providers and ecosystem partners.
Health Information Technology for Economic and Clinical Health Act
Design with breach notification readiness, digital record safeguards, and operational controls that support regulated care programs.
FDA Software as a Medical Device
Plan software quality, traceability, and documentation pathways for products that may require SaMD review and submission.
Medical Device Regulation (European Union)
Prepare EU market-ready processes for risk classification, evidence tracking, and lifecycle governance under MDR expectations.
Substance Abuse and Mental Health Services Administration
Apply confidentiality controls and consent-aware sharing models for behavioral and mental health data experiences.
Scope drivers
We size the work on a scoping call. These factors move effort most.
Whether orders, results and notes come over FHIR APIs, HL7 v2 feeds or a data warehouse.
A short agreed list ships sooner than one that covers every unit's local practice.
Sending packets by FHIR, Direct messaging or fax each adds a different integration.
Tracking authorization status from a portal export is simpler than a live payer API.
Starting with one medical unit keeps rules and review queues small enough to tune.
Who it is for
The same barrier list, read by different teams.
One queue of patients who need planning, with barriers and owners.
Today's expected discharges and what is still open for each one.
Authorization status for post-acute stays and payer requests in one place.
Evidence for each Condition of Participation duty, ready for review.
Complete referral packets that arrive before the patient does.
Discharge planning products sold to hospitals, built with tenant separation.
Three stages, starting with one unit.
We agree the unit, the barrier taxonomy and the EHR data available, and who reviews each flag.
Admission screen, barrier list and review queue for that unit, tested on de-identified or synthetic records first.
Referral packets, more units and payer authorization tracking, with the taxonomy reviewed with case managers each quarter.
Short facts the checklist is built on, each linked to its primary source.
A hospital's discharge planning process must identify, at an early stage of hospitalization, patients likely to suffer adverse health consequences on discharge without adequate planning, and must give them a discharge planning evaluation.
Source: 42 CFR 482.43(a) (eCFR)The discharge planning evaluation must be included in the patient's medical record and discussed with the patient, and the hospital must regularly re-evaluate the patient's condition and update the discharge plan when it changes.
Source: 42 CFR 482.43(a)(3) and (a)(6) (eCFR)For patients referred to home health, a skilled nursing facility, an inpatient rehabilitation facility or a long-term care hospital, the discharge plan must include a list of available Medicare-participating providers, the patient must be told of the freedom to choose, and the record must show the list was presented.
Source: 42 CFR 482.43(d) (eCFR)At discharge, the hospital must send all necessary medical information about the patient's course of illness and treatment, post-discharge goals of care and treatment preferences to the post-acute providers and practitioners responsible for follow-up care.
Source: 42 CFR 482.43(b) (eCFR)The HL7 PACIO Transitions of Care Implementation Guide (v1.0.0, STU 1, based on FHIR R4) gives a standards-based way to support care transitions and coordination for patients across long-term and post-acute care settings.
Source: HL7 PACIO Transitions of Care IG