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Admitting, Transferring and Discharging a Client

Overview This article explains the various ways to admit, transfer, and discharge a client into a clinical and non-clinical program.  Admi...

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Written by Bridget Cashman
Updated over 2 weeks ago

Overview

This article explains the various ways to admit, transfer, and discharge a client into a clinical and non-clinical program. 

Admitting a Client to a Program

Updated: Admit via Admit Icon 

We have separated out the Admit/Transfer/Discharge workflow from the rest of the client information to make it faster if you are not using a form. This also allows it to be available in mobile browsers. 

 

Screenshot 2024-01-12 at 1.30.57 PM.png

Also now available from Episodes of Care page

 

 

Admit via Pencil - old video as of January 2024 but still helpful

To admit a client client to a program, follow the instructions in this video. This approach does not utilize a form or encounter, and is the most basic approach to admission.

Admit via Form

You can also admit a client by adding a note and encounter, for tracking purposes. This approach can be customized to your facility's workflow depending on when and who does the admission. This approach is not required, but can help with tracking and documentation.

Step-by-Step Walkthrough

1. In a client chart, click the pencil

In a client chart, click the pencil

2. Click on Admit/Transfer/Discharge

Click on Admit/Transfer/Discharge

3. Select a program and level of care

Select a program and level of care

4. Notes and all empty fields pictured are optional

Notes and all empty fields pictured are optional

5. Click on Admit Client

Click on Admit Client

6. Close client information window

Close client information window

7. In client information episodes of care, the new program will show

In client information > episodes of care, the new program will show

Admitting and Discharging Clients from Non Clinical

Summary:

Learn how to admit and discharge clients from non-clinical services using the Admit/Transfer/Discharge function in the client information menu of Ritten.

 

Video Walkthrough:

Reading Walkthrough:

How to Admit a Client to a Non-Clinical Service


1. Go to the client roster

2. Find the new client you want to admit in the "Prospective" filter

Find the new client you want to admit in the "Prospective" filter

3. Click on the pencil

Click on the pencil

4. Click on Admit/Transfer/Discharge

Click on Admit/Transfer/Discharge

5. Click on Add Service

Click on Add Service

6. Select the service you want to add

Select the service you want to add

7. Select the date they'll be starting service on

Select the date they'll be starting service on

8. Click on Start Service

Click on Start Service
 

Discharging a client from non-clinical services


1. Go to the Client Records screen

2. Click on the client you want to discharge

Click on the client you want to discharge

3. Click on the pencil by the client's name

Click on the pencil by the client's name

4. Click on Admit/Transfer/Discharge

Click on Admit/Transfer/Discharge

5. Underneath "Non-Clinical Services", find the service(s) you want to discharge the client for and select a "Stop Service On" date.

Underneath "Non-Clinical Services", find the service(s) you want to discharge the client for and select a "Stop Service On" date.

6. Click on Stop Service

Click on Stop Service

7. Click on Close

Click on Close

Discharge a Client from a client roster

1. Go to Ritten

2. Click on Client

Click on Client

3. Click on New Encounter

Click on New Encounter

4. Click on Discharge

NOTE: Your encounter might have a slightly different name for discharge

Click on Discharge

5. Click on New Form

Click on New Form

6. Click on Add All Suggested Forms

Click on Add All Suggested Forms

7. Complete form for discharge

Complete form for discharge

8. Click on Apply Signature when for is complete

Click on Apply Signature when for is complete

9. Type 6 digit PIN

Type 6 digit PIN

10. Click on Sign

Click on Sign

11. Click on Apply Signature to add Client signature

Click on Apply Signature to add Client signature

12. Click on Client Signature

Click on Client Signature

13. Have client sign with your mouse pad

Have client sign with your mouse pad

14. Click on Sign

Click on Sign

15. Click on View Full Encounter (2 Forms) to complete other forms

Click on View Full Encounter (2 Forms) to complete other forms

16. Click on Next form

Click on Next form

17. Complete form

Complete form

18. Click on Apply Signature to add your signature and client signature as shown above

Click on Apply Signature to add your signature and client signature as shown above

19. Click on Add Time to set the time of the discharge

Click on Add Time to set the time of the discharge

20. Add in Start and End Time and Click Save Time

Add in Start and End Time and Click Save Time

21. Review all forms and confirm they are Complete

Review all forms and confirm they are Complete

22. Once all signatures are added to all forms, Discharge should have a green dot

Once all signatures are added to all forms, Discharge should have a green dot
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