Last evaluation more than 3 months before discharge

There are two types of exits:

1) planned exit (due to child’s age or eligibility)

2)unplanned exit (instigated by the family in some way).

Regardless of circumstance, all children who are enrolled are required to have a discharge note. This discharge note can be completed with or without the child/family present. 

When the exit is planned (i.e. upon 3rd birthday), best practice is to meet with the family to review progress made via an informal IDA-2, review goals, plan for exit placement, etc. This can be documented as a Progress note within 3 months of expected exit. 

When the child is not present, the discharge note is a summary of the child’s progress based on the chart review, which can include a progress version ("Exit IDAs") of the IDA-2. Built-in features of the Discharge Note will guide providers through the required documentation. Providers must complete a record of progress in all each functional outcomes area using the IDA-2 protocol.

The date on the Discharge Note should be the date of documentation, must occur no later than the day prior to the child’s third birthday. See Part B and Part C service overlap for additional considerations.