SMART Training Tip Sheets

1
SMART Training Tip Sheets
Discharge
This tip sheet outlines the procedures required
to Discharge a client. Total Pages 3
Discharge Closing Treatment Record
Maryland March 24, 2006 BGR Technical Support
301.397.2330
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Discharge
Discharge

• Discharge
• Entry Steps Login, Select Facility, Select
  Client List from left Menu to generate the Client
  Search Screen, find client, select Activity List.
• A client must be dis-enrolled from all programs
  prior to completing a discharge. Click Admission
  screen, select Program Enrollment. Click Review
  and review existing enrollments. For Currently
  Enrolled, choose No and answer the remaining
  questions. Click Save. (See Admission Tip Sheet).
• After the client has been dis-enrolled click
  Discharge.
• Enter your clients discharge date if it differs
  from the date in the Discharge field. Note The
  current date will pre-populate this field by
  default.
• Complete all fields highlighted in yellow.
• Click Next to proceed through the screens.
• Substance Matrix When selecting Primary
  Substance in the Substance Matrix, the Severity,
  Frequency, and Method fields become active after
  a primary substance is selected. Follow the same
  procedure if there are Secondary and Tertiary
  substances. The most severe substances will
  always proceed the least severe
• Helpful Hint When Completed Treatment
  Plan is selected as Reason for Discharge the
  Substance Matrix remains blank.

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Client Satisfaction
Discharge

• Closing a Case (Episode)
• Closing the Case After clicking Finish, the
  client has been discharged. SMART will then ask
  Do you want to close this case also? Answering
  yes, will close out the clients episode of care.
  Note when a clients record is closed, the
  entire client record becomes uneditable and a new
  episode of care must be opened.
• Before a case can be closed the required fields
  on the Intake, Client Information, Admission and
  Discharge activities must be completed.
• To ensure that all of the required fields have
  been completed review the clients Activity List,
  The status for the above stated Activities
  should state Completed. If it states In
  Progress review the activity and make sure all
  of the required fields are completed.
• Helpful Hint To ensure record
  continuity programs may want to implement the
  practice of having one staff member review and
  close records.