Discharging Clients is a very important part of your workflow. In this article we'll go over why it's important, how to discharge, what happens at discharge, and cover some frequently asked questions.
Permissions
Who can discharge Clients?
✅ Clinician: Can discharge their own Clients.
✅ Supervisor: Can discharge any Client.
❌ Biller: Billing roles alone do not have access any Client profiles.
✅ Admin: Can discharge any Client.
Important Notes
It's extremely important to discharge Clients at the time they are discontinuing treatment. If Clients are not discharged appropriately the assigned Clinician(s) will be receiving clinical information from Clients who are no longer in active care, which can put both the Clinician and clinic at legal and ethical risk.
Your clinic may have additional Post Treatment Outcome workflows in place. Check with your clinic manager for more information.
How to Discharge a Client
Navigate to the Client's profile
Click the Actions menu in the upper-right and select Discharge Client
Select a reason for discharging
Use the checkbox to indicate if you'd like to send the final round of Assessments and Satisfaction With Care (CARE) survey, which is recommended in most cases.
💡 Read more about the Satisfaction With Care survey here: Satisfaction With Care (CARE)Click Discharge
The Client is now discharged! 🎉 The Client will be sent their end-of-care Assessments (if elected in step 4), moved to the Discharged Client List, and unassigned from all Assessments.
FAQ
Q. How do I delete a Client?
A. Clients cannot be permanently deleted by a Staff Member, only discharged. If you need to delete a Client because, for example a Client has requests that their information be permanently deleted, let us know and we can take care of that for you!
Q. What happens on the Client's end once they are discharged?
A. Discharged Clients still have access to the Blueprint Client Mobile App and default Check-ins but they will no longer receive Assessments.
Q. When should I discharge a Client?
A. At the exact time of the Client's discharge or as close to the time of discharge as possible.
Q. Can I activate a Client if needed?
A. Yes, if a Client returns to your care you can mark them as In Treatment once again at any time. Here's how: Unarchive a Client
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