Best Practice for Inactive Clients Returning.

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Becky Stevenson

• September 02, 2022 13:37
• Edited

I have an inactive client who is returning after over a year away. Should we make this client active? Or should we add him as a completely new client? What are the pros/cons of each one?

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  Brandy Rogers

  • September 02, 2022 14:34

  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

  • September 02, 2022 14:39

  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

  • September 02, 2022 14:48

  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

  • September 02, 2022 14:49

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

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  Meredith Tait

  • March 30, 2023 17:30

  I am in this situation now and the client and parents signed legal paperwork during the previous episode of care that I now need them to sign again. How do I send them new forms to review and sign for this new episode of care?

   

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  Andrea Hilliker

  • September 17, 2023 17:12

  I have a returning client.  How do I go about sending new documents and forms to review?

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