“Close the Book” on a Client

When you’ve completed a client’s treatment, there are two steps to take:

1. Mark the client as inactive

This will hide the client from the client list on your calendar, removing unnecessary clutter.

To do this:

1. Go to the client’s client summary.
2. Uncheck the “Active” box near the top of the page.

2. Complete a treatment summary

If you want to create a summary of the client’s treatment, you can complete a treatment summary by following these steps:

1. Go to the client’s client summary.
2. In the “Forms” drop-down in the upper right of the page, select “Treatment Summary.”
3. Fill out the summary.
4. Click “Save & Continue.”