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Saving a Discharge Summary in a client's file

Saving a Discharge Summary in a client's file

When it's time to discharge a client from your practice, you can note their status by adding a Discharge Summary to their profile.

In this guide, we'll go over:

Adding a Discharge Summary to your Template Library

  • Navigate to Settings >Notes and Forms > Template Library
  • Under Assessments, locate the Discharge Summary Note
  • Click + Add


Note: To customize this template, please see: Creating customized templates in My Notes and Forms.

Creating a Discharge Summary in a client's profile

  • Navigate to the client's Overview page
  • Click New>Assessment
  • Select Discharge Summary Note


  • After you've completed it, click Save

If you’d like to sign the Discharge Summary, click Sign in the top right corner. Review your signature and click Sign & Lock.


Note: For additional details on signing and locking assessments, please see: Signing and locking an assessment.

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