How To Write A Discharge Plan For Ot . Assists individuals as they move within or between levels of care 2. 03/2012 occupational therapy discharge summary patient’s last name. Discharge Summary Templates 4 Samples to Create Discharge Summary from www.printabledocs.net Documents the formal transition plan and is written when client is transitioning from Ideal discharge planning [edit | edit source] the key elements are of discharge planning are incorporated in the ideal discharge planning. Involve patients and their families in discharge decisions.