Discharging a client should prompt closure of related tasks

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8 comments

  • Thanks for bringing this to our attention! Our product team will consider this improvement for future roadmap updates. 

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    Emily Hope

    I agree with Leah's request.  Once a Client is discharged from the overview (to close their file) It would be great if there was an option to also complete any outstanding tasks for them.   Similar to the option to discharge select services, but also pull in the tasks so we have the option to close etc.  

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    BI - Forum Moderator

    Thanks for your input Emily! I'll pass it along.

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    Amy De Klerk

    Further to Leah's post, it would be fabulously helpful to asssociate particular prompt messages to services when they're discharged. For example, some of our teams have forms that have to be completed when a client exits, and it would be incredibly helpful from a reporting standpoint if they were pompted to have completed a particular form or action

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    BI - Forum Moderator

    Hi Amy, that's a pretty interesting use case - I'll bring it up with the clinical product team.

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    Tom Cunningham

    I agree it's illogical for a discharged client to have open tasks.  

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    Emily Wiechmann

    We have tasks that we need to track on discharged patients. Could I suggest that maybe this is a setting that the agency can choose, to automatically close tasks on a discharged client or not?

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    Emily Hope

    I agree with Emily, it would be nice to have the option to close off tasks for clients being discharged similar to closing the services.   There are times when we need to complete tasks for discharged records,  being able to select which tasks to complete would be useful.   

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