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
• Creating a Discharge Summary in a client's profile

Adding a Discharge Summary to your Notes and Forms

By default, the Discharge Summary Note is available as a template when you create an other document for a client. To check whether this template is available for your practice, navigate to Settings > Documentation > Template library and view the Other documents section.

Note: To preview this template, select the eye symbol next to Discharge Summary Note.

If you don’t see the template in this section, you can add it from our pre-built templates. To do this: 

• Navigate to Settings > Documentation > Template library
• Click View pre-built templates
• Scroll down to Other documents
• Select + Add next to Discharge Summary Note

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

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

Creating a Discharge Summary in a client's profile

To create a Discharge Summary for your client:

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

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

• 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.

Note: For additional details, see Signing and locking an other document.​