Saving a Discharge Summary in a client’s file

The purpose of the Discharge Summary is to summarize progress made during the treatment and detail a client’s status at the end of treatment. It also may be used for insurance reimbursement purposes.

Here is how to add a Discharge Summary to a client’s file at the end of treatment:

1. Go to My Account > Settings > Notes and Forms
2. Select the Template Library tab and locate the Discharge Summary template.
3. Click the ​+ icon to add it to your My Notes and Forms section.
4. Now click the eye icon to open a preview of the Discharge Summary, as shown below.
   
   
5. Fill out the form in preview mode. When you're done, click Print to save the document as a PDF to your computer.
6. Next, navigate to the client's Overview page and click Store New Document to upload the PDF through the Stored documents section.

Note: The full version of the Template Library feature that includes all existing global templates is only available with the Professional Plan. Learn more about SimplePractice's pricing and plans.

​​