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Client Discharge and Transfer

When a client completes treatment or transfers to another provider, Praxi guides you through a structured discharge process that produces a clinical discharge summary, an optional referral letter, and a secure record-transfer package.

Initiating discharge​

  1. Open the client's record
  2. Click the Actions menu (three dots) in the client header
  3. Select Discharge Client
  4. Complete the discharge form:
    • Discharge date
    • Discharge reason — Treatment complete, client-initiated, transferred, relocated, non-attendance, or other
    • Discharge summary — A clinical summary of treatment provided, outcomes, and recommendations. Use the AI Draft button to generate a starting point based on the client's notes and assessment data, then review and edit
  5. Click Continue

Discharge summary​

The discharge summary is a key clinical document. It covers:

SectionContent
Treatment overviewDuration, number of sessions attended, therapeutic approach
Presenting issuesOriginal referral reasons and diagnoses
ProgressClinical progress, assessment score changes, goals achieved
RecommendationsOngoing care suggestions, relapse prevention, follow-up timing
ReferralsReceiving provider details (if transferring)

Once saved, the discharge summary is attached to the client's record and can be shared with a receiving practitioner subject to client consent.

Generating a referral letter​

If the client is transferring to another provider:

  1. During discharge, click Generate Referral Letter
  2. Enter the receiving practitioner's details (name, practice, address)
  3. Praxi generates a letter including relevant clinical history, current medications, assessment results, and recommendations
  4. Review and edit the letter
  5. Send via secure message, email, or print for posting

Record transfer​

To send clinical records to the receiving practice:

  1. Navigate to the client's Documents tab
  2. Click Prepare Transfer Package
  3. Select which documents to include — clinical notes (all or selected), assessment results, treatment plans, referral letter, consent records
  4. The system creates a secure download link or encrypted PDF package
  5. Share the link with the receiving practitioner — links expire after 7 days
Consent required

Client consent is required for record transfer. Praxi will prompt you to record consent if none is on file before it generates the transfer package.

Reactivating a discharged client​

If a discharged client returns for treatment:

  1. Search for the client in Care > Clients — discharged clients appear with a "Discharged" status badge
  2. Open the client's record and select Reactivate
  3. The client's status returns to active and all previous records remain accessible

Tips​

  • Complete the discharge summary within 7 days of the last session
  • Use the AI draft to save time — review and edit to ensure clinical accuracy
  • Always obtain written consent before transferring records to another provider
  • Praxi retains discharged client records for 7 years as required by Australian law (Privacy Act 1988)

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