Add a Discharge Summary Form

To create a Client Discharge Summary Form:

  1. Go to Clients > Current Clients and click on the Client record.

  2. Go to the Care tab.

  3. Click the Add Care Document button.

    Add Care Document

  4. Select General from the Care Document Type dropdown.

  5. Select an option from the Create Care Document By dropdown.

  6. Select Discharge Summary from the list of templates.

  7. Click the Select button.

    Add a Discharge Summary

  8. Fill out the necessary fields and click the Save button.

Other Resources

Discharge a Client