> For the complete documentation index, see [llms.txt](https://support.soberpeer.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.soberpeer.com/clinical-workflow/recommend-starting-workflow.md).

# Recommend Starting Workflow

While there is not a mandated workflow on how to use the clinical side of Sober Peer, there is a generally recommend process for counselors and therapists new to Sober Peer. 

<table><thead><tr><th width="96.33333333333331">Order</th><th>General Function</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td>Add a new client</td><td>There's no use going further if there's not a client record first. Add a new client by pressing the "<a href="/clinical-workflow/adding-a-new-client.md">Add a Patient</a>" button. </td></tr><tr><td>2</td><td>Update the client's information</td><td>Now that the client's account has been created, it's time to fill out the client's record. This is particularly important when it comes to clinical documentation. </td></tr><tr><td>3</td><td>Complete the intake forms</td><td>Are there any client disclosures that are required? Assign the forms to your client on the Forms tab. These will pop up on your client's app and on the kiosk or on their iOS/android device.</td></tr><tr><td>4</td><td>Create an initial appointment</td><td>On the appointment tab, click a day to setup the initial appointment. Keep in mind you can always record a PAST appointment by clicking the previous date.</td></tr><tr><td>5</td><td>Document the appointment</td><td>Once the appointment is done, make sure to change the appointment to "<strong>Kept</strong>". For billing purposes, only appointments that are marked as kept can be billed to the client's insurance.</td></tr><tr><td>6</td><td>Use the screening tools</td><td>Here is where it's important to assign and complete an ASAM. While not required, screening tools can provide valuable insights to your practice.</td></tr><tr><td>7</td><td>Create a Treatment Plan</td><td>You must have completed an ASAM prior to creating a treatment plan. </td></tr><tr><td>8</td><td>Discharge a Client</td><td>Once the client has completed the program or has chosen to end early, discharge the client on the Discharge tab. You will need to complete the Discharge Summary document to finalize the discharge.</td></tr></tbody></table>

{% hint style="info" %}
Discharging a client will lock the client's file preventing further changes from being made by the counselor. Make sure that all notes are signed, assessment tools are completed,  documents uploaded, and client forms are recorded prior to discharging the client.
{% endhint %}