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Best Practice for Inactive Clients Returning.

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4 comments

  • Brandy Rogers

    I would make him active again. I don't see any benefit to opening a new chart. 

     

    Brandy Rogers, LPC

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  • Becky Stevenson

    Thanks for the feedback - my only question is whether or not we'll be able to send the new paperwork? We need new forms filled out. Will that be a problem? Also, client is a minor, so do we use the old parental contacts as well?

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  • Brandy Rogers

    Yes, you can send new paperwork. If you are in the client's overview page on the bottom right side look for Shared Documents. If there are any there that are not signed, click the x to get rid of them. Then click the Share New button. If the parent has not changed then, yes, keep them as the contact too. 

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  • Becky Stevenson

    Thank you, Brandy! I really appreciate your help! Have a great day:)

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