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 AMD
    • View the components of a discharge note and best practices for completing discharge notes here
    • Completing a discharge note does not remove the client from your current caseload or active client list
  3. Cancel all upcoming appointments
    • View the step-by-step guide for canceling appointments here
  4. 28 days from your last appointment, 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
  5. 90 days from your last appointment, 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. 
  6. Discharging a client from your care does not discharge them from Rula, so they can continue other services or seek a different therapist. 

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