Clean Up Active Clients

Please ensure that our active client list is kept current and up to date.  If you have a client you have not seen in over 30 days, you must either have a contact note in their file stating that you have spoken with them and provide a reason for keeping them active, or you must have a termination note written and close their file.  

We do not want clients showing up as active on your caseloads if you are not actively seeing them, as this can create the appearance that you still have ongoing therapeutic responsibility for their treatment.  

Reach out to clients you haven't seen in 30 days to determine if they are returning, and if not, write a termination note and create a termination letter and document your contact attempt.