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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 and detail 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 My Account > Settings > Notes and Forms
  • Click + Create new Template > Select from Library 
  • Locate the Discharge Summary Note template under Assessments and click + Add 


Creating a Discharge Summary in a client's profile

  • Navigate to the client's Overview page
  • Click New and select Assessment


  • Select Discharge Summary Note


  • After you've completed it, click Save
  • To sign the Discharge Summary, click Signsavedischargenote.simplepractice.assessment.png
  • In the Sign and Lock Assessment modal that appears, click Sign & Locksignandlock.simplepractice.dischargeassessment.png

You'll then see your signature at the bottom of the assessment.


You can read more about our pricing and plans here.

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