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Treatment/Discharge Summary

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Record treatment and discharge summaries and referral information. Referral information is defined in the Referral Source Maintenance form.

  1. Go to: Avatar CWS > Assessments > Product Assessments.
  2. For the Summary Date, Summary Time, and Summary Type fields, enter the date, time, and type.
  3. Select the Summary Status.
    Note: Treatment/discharge summaries with Final status cannot be edited.
  4. Select the Review Type.
  5. Select the Reason For Discharge.
    Note: If Other is selected, enter the reason in the Other Reason For Discharge field.
  6. Enter notes for the Review Of Client's Treatment.
  7. Enter the client's Mental/Physical State At Review.
  8. For the Review/Discharge Plan For Care, enter the plan.
  9. Select a value for Notified Family/Sponsor Of Discharge, and enter relevant clinical information for the Notification Comments.  
  10. Select a value for Transportation And Equipment Verified, and enter relevant clinical information for the Transportation Comments.  
  11. Select a value for Reviewed Aftercare Instructions And Orders, and enter relevant clinical information for the Aftercare Comments.
  12. Select a value for Reviewed Aftercare Resources And Insurance Coverage, and enter relevant clinical information for the  Community Resources Comments. 
  13. Select a value for Follow Up Appointment Scheduled,  and enter relevant clinical information for the Follow Up Comments.
  14. Optional. For Date Of Appointment, enter the date in MM/DD/YYYY format; select T for today or Y for yesterday.  
  15. For Note Type, select the progress note type.
  16. For the Review/Discharge Note, enter comments as appropriate.
  17. Select Submit.
► Additional Section
  1. Select Add New Item to enter information in the Add/Edit Referral table.  
  2. Select a Registered Referral value.  
  3. If applicable, begin entering the Referral Organization name, then select.  
  4. For the Referral To (Individual’s Name), enter a short sentence.  
  5. If applicable, enter a short sentence for the Other/Unregistered Referral Organization.
  6. If applicable, enter the Referral Street Address, City, State, Zip Code, and Phone.   
  7. For the Referral Comments, enter all relevant clinical information.  
  8. Select Print Referral.  
  9. Optional. Select an item in the Add/Edit Referral table to edit an entry. 
  10. Select Edit Selected Item and update the information.
  11. Select Submit.  
► Dictionary Value

Note Type

► See Also
► SQL Tables
  • SYSTEM.tx_disch_summary
  • SYSTEM.tx_disch_summary_referral
► Test Script