Discharge a client from your caseload

This article outlines the steps that you’ll need to take when a client’s treatment comes to an end. Below you can find step-by-step instructions from start to finish for how to discharge a client from your caseload. 

1. Discuss discharge with the client
   • In the event of client disengagement, a general best practice would be to conduct (and document!) multiple outreach attempts over a few-week period to seek re-engagement and offer options for resuming care in the future, if desired, prior to discharging. 
2. Complete the discharge note in the Rula provider portal
   • View the components of a discharge note and best practices for completing discharge notes here. Completing the discharge note will automatically cancel any future appointments with the client.
3. The client will be automatically removed from your current caseload. 
   • As this step is automatic, no further action is needed from you!
   • This is the number used to calculate your new client capacity.
   • You can always adjust your practice settings in the provider portal as needed to accommodate for changes in caseload
4. The client will fall off of your active client list. 
   • As this step is automatic, no further action is needed from you!
   • Your active client list does not equal your current caseload. This list is not used to calculate your availability for seeing new clients. 
5. Discharging a client from your care does not discharge them from Rula, so they can continue other services or seek a different therapist. 

Reactivating inactive clients

At this time, you cannot reactivate inactive clients yourself in the provider portal. However, there are two options available to restart services with a client:

1. If the Client Reaches Out Directly
   If a client contacts you about reactivating care, you can let them know that they can restart services through their Rula Patient Portal. Feel free to share this Resuming Care with a Previous Provider article, which outlines the steps they’ll need to follow.

2. Connect with a Support Agent
   If the client needs additional help or cannot initiate the reactivation themselves, you’ll need to connect with a Rula Support Agent to assist with restarting care with you.