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.
- 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.
- 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.
- 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
- 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.
- Discharging a client from your care does not discharge them from Rula, so they can continue other services or seek a different therapist.