- With the client open, click on the Search icon.
- Type “Treatment Team” in the search bar.
- Click to select “Treatment Team (Client)” from the search results
- This will bring you to the client’s Treatment Team list page. Click the Treatment Members name to remove.
- Add an End Date.
- Note: If the end date is select in the future, the member will be removed on the future date. Selecting a retroactive date or the current date will remove the member immediately.
- Click Save.
- Last Updated:
- December 19, 2024