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
• Creating a Discharge Summary in a client's profile

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 Sign
• In the Sign and Lock Assessment modal that appears, click Sign & Lock

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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