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
• Creating a Discharge Summary in a client's profile

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.​