Phase 3 prep β€” handoff to the at-home care team

A working checklist for the family as Dad moves from PHP (The Recovery Team) β†’ IOP / at-home (Apollo Beach).

The shape of it

Phase 3 is the at-home stretch. The job of the family in the weeks before he steps down is to line up the at-home care team so the day he leaves The Recovery Team, there's no gap. The first 1–2 weeks home are the highest-risk window.

  • 3–4 weeks before discharge: identify + contact each provider, verify insurance, book first appointments.
  • 1–2 weeks before discharge: warm handoff calls, confirm appointment times, fill prescriptions locally.
  • Discharge day: verify all meds in hand, all appointments on the calendar, emergency contacts visible.
  • First week home: psych follow-up within 7 days is the most important single appointment.

Care team to line up

One card per provider type. Each lists what they handle + what to bring + what to ask.

1. Primary Care Physician (PCP)

Quarterback. The provider who coordinates everyone else.

Bring: Discharge summaries (Haven + Recovery Team), full med list with start dates, EKG, most recent labs, drug allergy list.

Ask: Are you comfortable coordinating with psych + cardio + GI? Will you accept faxed/emailed updates from specialists? Can we book quarterly visits in advance?

Local-first: Pick someone in Apollo Beach so visits don't require a drive.

2. Cardiologist

CAD + AFib + Watchman + stroke history + DAPT step-down.

Bring: Watchman implant date + records, mini-stroke records, quad bypass history (Nov 2023), 2025 lipid panel, current med list with cardio block highlighted.

Ask: When does the aspirin + clopidogrel DAPT step down to aspirin alone? (Standard: 45 days–6 months post-Watchman.) When's the next echocardiogram? Should we get Lp(a) (one-time genetic CAD test)? CYP2C19 test to confirm clopidogrel is working (up to 30% of patients are non-responders)? Vascepa (icosapent ethyl) evaluation given high TG + CAD?

3. Outpatient psychiatrist

Med management β€” most important specialist for continuity.

Look for: Someone with addiction medicine + kindling literacy. ABPM (Addiction Medicine) board-certified is a strong filter. Don't settle for a general psychiatrist if avoidable.

Bring: Baker Act records (need signed Release Of Information), Haven discharge summary, current med list, Tourette's history, any pharmacogenomic test results.

Ask: Kindling-aware med management β€” yes/no? Discontinuation roadmap for duloxetine + olanzapine? Bipolar screen done? Ketamine / Spravato available if duloxetine doesn't land?

Timing: First appointment ≀7 days from PHP discharge. No gap.

4. EMDR therapist

Continues the trauma work from Corrin (Haven).

Bring: Continuity letter from Corrin or her sister-facility counterpart at The Recovery Team. Trauma history summary. List of triggers + grounding tools that work.

Ask: Weekly or twice-weekly during the first month home? Coordinate with outpatient psychiatrist?

5. GI specialist

GERD + dual antiplatelet bleed risk + long-term PPI.

Bring: GERD history, pantoprazole start date (5/27/2026), DAPT regimen, any history of H. pylori testing or endoscopy.

Ask: Baseline endoscopy (he's 63 + on DAPT). H. pylori test. Long-term PPI plan + impact (B12, iron, magnesium, bone density). When can PPI step down once DAPT ends?

6. Pain management

Non-opioid path for chronic back pain.

Bring: Back pain history, what's tried + worked, current non-opioid stack (lidocaine patch, acetaminophen).

Ask: Physical therapy referral, dry needling, trigger point injections, possibly RFA if persistent. Critically: no opioid reintroduction. Mind-body options (yoga, CBT-for-pain). Ibuprofen avoided due to DAPT bleed risk.

7. Physical therapist

Reconditioning + back pain + fall prevention.

Why it matters: 90 days of mostly bed-rest at 63 + olanzapine + sleep stack + amlodipine = real fall risk. PT addresses strength, gait, balance, and back pain at once.

Ask: In-home or clinic? Cadence? Coordinate with pain management.

8. Endocrinologist (likely needed)

Insulin resistance + olanzapine metabolic risk + low DHEA + low-normal T.

Bring: 2025 baseline labs (insulin 57, A1c 5.8, lipid panel, DHEA-S 16, total T 304), olanzapine start date.

Ask: Continuous glucose monitor (Dexcom Stelo / Libre Lingo β€” OTC) for olanzapine monitoring. GLP-1 (semaglutide/tirzepatide) if metabolic worsens. Testosterone treatment consideration.

9. Sober coach / peer recovery support

Equivalent of Gary's role at Haven.

Ask: Local Apollo Beach AA/NA/SMART meetings β€” map of nearby options. Sober coach (1:1) if budget allows. The Recovery Team should have local referrals.

10. Family therapist

For Angela's caregiver role + family dynamics + boundaries.

Why it matters: Caregiving for someone in recovery is heavy. Angela needs her own support infrastructure. Family therapy also helps sibling alignment.

Logistics checklist (pre-discharge)

  • Insurance verification for each provider β€” confirm in-network, copays, prior auths.
  • Provider scheduling β€” book first appointments before discharge. Psych ≀7 days from discharge.
  • Medication transition β€” transfer all prescriptions to a single pharmacy in Apollo Beach (CVS or Walgreens). Synchronize fill dates. Set up auto-refill where possible.
  • Pharmacy buffer β€” never let any med run out. Refill 5+ days ahead. (Critical for psych meds β€” abrupt discontinuation triggers kindling cascade.)
  • Home medical equipment β€” BP cuff (he'll be checking daily), pill organizer or MedMinder, fall mat for bathroom if relevant.
  • Sober environment audit β€” go through the house. Remove all old prescription bottles (especially benzos, opioids), alcohol, anything that could be a trigger or accidental dose.
  • Driving clearance β€” confirm with attending psychiatrist before discharge. Olanzapine + sleep stack + duloxetine = real sedation. Probably restricted initially.
  • Emergency escalation plan β€” written down (see below). Visible on the fridge.
  • Records release β€” signed HIPAA release for each new provider to talk to Haven + The Recovery Team.
  • Calendar setup β€” every appointment, every refill, every PT session in one shared calendar. Angela + Dad both have access.
  • Daily structure draft β€” wake time, med times (9 AM block, 9 PM block), meal times (matters with metabolic baseline + olanzapine), recovery meeting times, MD visits, sleep hygiene routine.
  • Tech enablement (optional but powerful) β€” CGM (Dexcom Stelo or Libre Lingo, OTC), Apple Watch or Whoop for HRV trend, automatic BP cuff with phone sync.

Family caregiver education topics

What Angela + family should understand before Dad comes home.

Kindling (the most important one)

What it is: Dad's nervous system is sensitized from 30 years of Xanax + the cold-turkey event in April. Every future abrupt withdrawal would be worse than the last β€” escalating risk of seizure or death.

What it means at home: Never let any psychiatric medication run out. Never skip doses. Refill prescriptions 5+ days ahead. If a pharmacy delay happens, call the psychiatrist immediately. Any future taper must be slow + supervised.

Suicide / mood warning signs

Duloxetine carries a black-box warning for emergent suicidal ideation, especially in the first 2 weeks. That window for Dad has now passed (5/22 β†’ 6/5), but the broader vigilance continues.

Watch for: withdrawal from family, hopelessness statements, sudden calmness after distress, giving away possessions, sleep disruption, alcohol/substance interest, talk of "burden" or "ending it." Trust your gut β€” call psychiatrist or 988 (suicide & crisis line) immediately.

Falls + sedation

Olanzapine + duloxetine + sleep stack + amlodipine + back pain = real fall risk. He's 63 and just spent 90 days mostly in bed.

Practical: Bathroom grab bars, no loose rugs, well-lit hallway at night, no climbing on chairs, sit-to-stand slowly (orthostatic hypotension from amlodipine).

Bleeding (DAPT)

Aspirin + clopidogrel = both antiplatelets. Bruises easily, cuts bleed longer, GI bleed is the serious risk.

Call doctor for: black tarry stools, coffee-ground vomit, unexplained bruising, blood in urine, persistent headache (could be intracranial bleed). Avoid: ibuprofen (bleed risk on DAPT), NSAIDs in general β€” use acetaminophen for pain.

BP + heart rate at home

He's on metoprolol + amlodipine + clonidine PRN. Three antihypertensives plus a beta-blocker is a lot. Daily home BP monitoring catches problems early.

Cuff readings: daily morning, log them. Call if systolic <100 or >160, diastolic <60 or >100, HR <55 or >110.

Relapse signs

Recovery is non-linear. Watch for: secrecy around meds or activities, missed therapy sessions, withdrawal from sober support meetings, return of avoidance behaviors, sudden interest in pain meds, "I don't need [med X] anymore."

Plan ahead: What does Dad want you to do if you suspect relapse? Have that conversation when he's stable, not in crisis.

Emergency escalation plan

Print + put on the fridge. Update with real numbers once providers are confirmed.

Imminent danger

SI with plan Β· overdose Β· severe bleeding Β· seizure Β· unresponsive

911 immediately. Tell dispatcher: "63-year-old male, post-detox, on duloxetine + olanzapine + dual antiplatelet, allergies on file, has Narcan at home."

Mental health crisis (no imminent danger)

SI without plan Β· acute panic Β· sudden mood shift Β· disorientation

988 (Suicide & Crisis Lifeline) β€” call or text. Then call outpatient psychiatrist within the hour. If 988 isn't enough, ER.

Medical urgent (not 911-level)

BP out of range Β· chest discomfort that resolves Β· falls Β· medication confusion Β· severe side effects

Call PCP same-day. If after hours, the PCP's nurse line. If symptoms escalate, urgent care or ER.

Medication issue

Missed dose Β· pharmacy delay Β· GI side effect Β· sedation too strong

Call psychiatrist's office same business day. For pharmacy refill issues: call the prescribing provider directly. Never skip psych meds without contacting the prescriber first.

Recovery question

Triggers Β· craving Β· meeting question Β· therapy timing

Sober coach / sponsor / EMDR therapist first. These are the day-to-day support people.

Pre-discharge timeline

  • Week βˆ’4 (3–4 weeks before discharge) Identify each provider. Verify insurance + book first appointments. Request medical records release.
  • Week βˆ’3 Confirm Watchman implant date with cardiology records. Order home BP cuff + pill organizer. Tour the house for fall-proofing.
  • Week βˆ’2 Transfer pharmacy to Apollo Beach local. Sync fill dates. Confirm appointment dates. Print emergency escalation plan.
  • Week βˆ’1 Warm handoff calls (PHP staff β†’ outpatient providers). Family caregiver education with The Recovery Team. Sober environment audit.
  • Discharge day All meds in hand. All appointments confirmed. Emergency plan visible. First psychiatrist appointment ≀7 days out. First day home: low-stim, structure, walk if possible.
  • Week +1 First psychiatrist appointment. First EMDR session. Daily BP log going. Daily structure holding.

Open questions to bring back to Paul / family

  • Watchman implant date?
  • Which insurance is Dad on now? In-network providers in Apollo Beach?
  • Does The Recovery Team have referral relationships for outpatient psych in Apollo Beach?
  • Angela's bandwidth β€” is she the primary caregiver or is a hired aide part of the plan?
  • Does Dad want a sober coach? What's his stated wish for Phase 3?
  • Family therapy yes/no β€” and which family members participate?