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Discharging Clients - Inactivity and Other Reasons

This guide supports you through the process of closing a file when therapy ends due to inactivity or other reasons, not by mutual agreement.

Abdullah Khan avatar
Written by Abdullah Khan
Updated over a week ago

Sometimes clients unexpectedly stop attending or responding. While this is a common part of outpatient work, we hold responsibility to ethically and clearly conclude treatment when engagement ends.

This guide supports you through the process of closing a file when therapy ends due to inactivity, not by mutual agreement.

For planned or agreed-upon endings, see:


When Is a Client Considered Inactive?

A client is inactive when either of the below occur:

Disengaged From Communication

  • You have sent 3 outreach messages, spaced ~2 weeks apart

  • The client has not responded for 8+ weeks

Disengaged From Attendance

  • 3 consecutive cancellations or no-shows

If the client clearly expresses:

  1. They met their goals and do not wish to continue

    1. Complete a Discharge - Completed instead.

If the client expresses a fit concern:

Contact CCT for a rematch and apply our Fit Guarantee process if applicable


What You Need to Do When a Client Becomes Inactive

Attempt Re-Engagement

Send check-in messages through the client chat. You may utilize the Smart Phrases as a template.

Document that attempts were made to contact client as admin notes in the chart.


Final Clinical Review

Before discharging:

  • Complete all session notes and sign/lock them

  • Review whether they are still seeing other Ruh providers

  • β†’ If yes, simply remove yourself from the care team or connect with CCT to have yourself removed.


Complete a Discharge Summary Note

Keep it brief but clinically meaningful:

Include:

  • Reason: Unplanned Discontinuation / Client Inactivity

  • Last session date

  • Treatment focus, goals, and progress to last contact

  • Risk level at last contact & any relevant considerations

  • Efforts made to re-engage

Your documentation should clearly show you have not abandoned care.


Update Client Status on Platform

  • Move client to: Discharged Clients group

    • CCT will handle archiving the chart once they complete their own chart check.

    • The group name does not include details as client may decide to return at any time
      ​
      *The client can schedule again in the future without barriers.

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