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Saving a Discharge Summary in a client's file

Saving a Discharge Summary in a client's file

When you discharge a client from your practice, you can note their status in their profile by adding a Discharge Summary. A Discharge Summary template is accessible in your account, which you can customize and add for your client. 

In this guide, we'll cover:


Adding a Discharge Summary to your Notes and Forms

To add a Discharge Summary for your client, first add the Discharge Summary Note template to your Notes and Forms. To do this:

  • Navigate to Settings > Notes & Forms > Template Library
  • Scroll down to Assessments
  • Click + Add next to Discharge Summary Note

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Note: If you’d like to preview the Discharge Summary Note before adding it to your Notes and Forms, click the eye icon next to + Add

You can customize the template based on your practice’s needs and state requirements. For more information, see Creating customized templates in My Notes and Forms.


Creating a Discharge Summary in a client's profile

After adding the Discharge Summary Note to your Notes and Forms, you can create a Discharge Summary for your client. To do this:

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

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  • Click the drop-down menu under Assessment
  • Select Discharge Summary Note

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  • Enter the necessary information
  • Click Save

After the Discharge Summary Note is completed, click Sign in the top right corner. Review your signature and click Sign and lock.

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Note: For additional details, see Signing and locking an assessment.

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