When it's time to discharge a client from your practice, you must note their status by adding a Discharge Summary Note to their chart.
Add a Discharge summary note
To add a discharge summary to a client's chart:
Navigate to Clients via the sidebar navigation.
Select a client to open their client chart.
Locate and select the Add note option in the "Timeline" section.
Select the Discharge summary note option from the "Note type" dropdown menu and select Next. Please note that you can only discharge clients who don't have future appointments scheduled. Discharging a client archives them.
Fill out the note details and select the Save & archive button.
From here, the referral automation will appear. Make your selections from the dropdown menus to refer the client if applicable, or select Skip.
The discharge summary will be added to the client's chart as a timeline event, and the discharged client will now appear in the Archived tab of the Clients Dashboard.