Switching clients from one phase of treatment to another

Switching clients from one phase of treatment to another

Your client has completed a phase of treatment and is now moving to a different phase. (e.g Primary to Transitional) How do you change their status on My Recovery Plan? Watch the video above for a how to tutorial on changing clients status of treatment.



‚Äč
    • Related Articles

    • Discharging Clients

      Discharging Clients Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Clients" and then click "Manage Clients". Manage and edit clients Step 2 Select the "Active Client" from your client's list ...
    • Adding New Clients

      Adding New Clients Step 1 Click on the Add New Client Button located in the bottom right hand corner of your screen. Add new client button Step 2 Complete all fields in the Client information Card under the General Tab. Reference Field Is Optional ...
    • Attaching goals to my clients plan

      This article explains three functions of My Recovery Plan. Creating a Recovery Plan (Attaching Goals) How to Personalize Goals for a Clients Plan What to do if a goal does not show up in the suggested list after an assessment?   In this video ...
    • Creating Caseloads

      Creating Caseloads Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Settings" and then click "Client Caseloads". Client Caseloads Sidebar Menu Item Step 2 Click on the green + button at the ...
    • Resource Librarian Managing Resources

      Managing Resources Files and Organizations can be added to the system to aid clients in overcoming their barriers to recovery.  Adding new resources to the system begins with adding them to your Local Resource Library.  Clients who are later "linked" ...