Automated ECP Discharge Notice Checklist
When a discharge or transfer is initiated in ECP, WebRun assembles the required notice checklist for your state, prepares the discharge or transfer notice in DocuSign with the reason and effective date filled in but left unsent, and logs each checklist item in a Google Sheet so your administrator can confirm every requirement before the resident leaves.
How do I make sure I never miss a required assisted living discharge notice?
WebRun starts as soon as a discharge or transfer is initiated in ECP, prepares the required notice in DocuSign with the reason and effective date filled in but left unsent, and logs every checklist item in Google Sheets. Your administrator reviews and sends the notice, since it carries resident health information that never goes out unapproved.
- No required discharge notice item is missed before a resident leaves
- Administrator reviews a prepared notice instead of drafting one under time pressure
- Resident health information stays with your administrator until they choose to send it
Built for assisted living administrators · social services and discharge planners · compliance and QA teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.ecp123.comin a real browser with your saved login - no setup, no API keys. -
1
ECP - find the discharge or transfer record
ecp123.com
WebRun opens ECP to find the discharge or transfer record. - Open ECP and pull the resident's discharge or transfer record
- Capture the reason, effective date, and destination such as hospital, another facility, or family
- Identify the required advance notice period for that discharge reason
Done when The discharge or transfer record is captured with its reason and required notice period.
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2
DocuSign - prepare the discharge or transfer notice
docusign.com
WebRun opens DocuSign to prepare the discharge or transfer notice. - Open DocuSign and prepare the discharge or transfer notice with the reason and effective date filled in
- Include the resident's appeal rights as required for that discharge reason
- Leave the notice unsent for your administrator to review and send
Done when A reviewable discharge or transfer notice is prepared for the resident.
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3
Google Sheets - log the checklist status for the case
google.com
WebRun opens Google Sheets to log the checklist status for the case. - Open the discharge and transfer checklist in Google Sheets
- Log each required item, such as notice sent, records transferred, and belongings returned
- Flag any item still open as the move date approaches
Done when The sheet shows every checklist item complete or still open for the case.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the discharge notice without review?
No. It prepares the notice in DocuSign with the details filled in but leaves it unsent. Your administrator reviews and sends it, since discharge notices involve resident health information.
How does it know the required notice period?
It applies the advance notice period tied to the discharge reason you configure at setup, matching your state's assisted living requirements.
What else is on the checklist besides the notice itself?
Items like records transferred, belongings returned, and family notified, so nothing about the discharge is left incomplete.
Related templates
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