Discharging patients in INSIGHT

Patients who have left treatment at your center need to be discharged in INSIGHT as soon as possible.   Please note: patients who are moving from one level of care to another in the center (e.g., from residential to IOP) should be transferred following the instructions in " transferring patients to new programs or counselors" instead.  

There are two ways to discharge patients from INSIGHT -- from the Patient menu and from History. 

Option 1:  Discharging From the Patient Menu

• Click on "Patients" on the left side menu bar.

• Locate the patient you would like to discharge from the list of patients. You can search for the patient using the "Search" box located on the upper right side. Once you find the patient you would like to discharge, click on the three dots located on the right side of the patient entry.

• Once you click on the three dots, a menu will appear from which you can select "Discharge": 

• This will open a window that says Set Discharge.  Enter the date the patient left treatment.  Then open the pull-down menu by clicking the down arrow to the right of "Select reason for discharge" and enter the reason the patient left treatment.  Please use one of the specified reasons if at all possible.  

• When you have entered the required information, click "Save" to discharge the patient. 

Option 2:  Discharging from Patient History

• Click on "Patients" on the left side menu bar.
• Locate the patient you would like to discharge from the list of patients
• Click on the three dots located on the right side of the patient entry.
• Select History
• Select Discharge

• This will open a window that says Set Discharge.   Enter the date the patient left treatment.  Then open the pull-down menu by clicking the down arrow to the right of "Select reason for discharge" and enter the reason the patient left treatment.  Please use one of the specified reasons if at all possible.  

• Select Save to complete discharging the patient.