Close a Case

You close a case when services to the family are no longer needed or being provided and the agency terminates involvement with the family. The system allows you to close case only when:

• Work items are closed.

• There is a discharge date on any placement episode.

• The agency legal status for each child case member is expired or terminated.

• All mandatory ticklers on the case have been disposed.

• A case disposition has been recorded for linked intakes with categories of CA/N report, family in need of services (stranger danger type).

• A case review has been approved within 30 days of the supervisor's approval of the case closure.

• Associated paid case services have been end-dated with the date of the case closure.

• For an ICPC case, closure has been initiated by the ICPC worker or supervisor who is assigned to the case, and that worker or supervisor is the only ICPC worker or supervisor who is assigned.

• For an adoption case, all children in the case have been finalized and their person records secured (see Secure and adopted chid's record) and certain circumstances have been met.

Close a case as follows:

1. From the Home screen, click the Case tab.

2. Click the Workload tab. The Case Workload screen appears.

3. Click the case ID Number link of the case you want to close. The Case Overview screen appears.

4. Click the Case Closure link in the navigation bar on the left. The Case Closure(s) screen appears.

5. Click the Edit link to complete a case closure in progress, or click Add Case Closure to create a new case closure record.

6. Complete the fields on this screen. You must complete at least these fields:
   
   Case Closure Reason
   A/I Checklist Completed
   Ongoing Closure Checklist Completed
   Additional Comments
    

7. Click Link Activity to record and link a case activity record to this closure record. You can link only one activity record to a case closure record.

8. As an option, record any additional information in the case closure in the Additional Comments field.

9. Click Validate for Approval. The system checks that all work is completed on the case so that it may be closed. It displays the Unresolved Items for Closure screen, which lists any items that must be completed before you can close the case.

10. Complete any unresolved work items. (See the table of contents in the online help system for more information about a given work item.)

11. If there are no unresolved items, click Process for Approval. The case closure record is sent to your supervisor for approval.

12. Click Save. You are returned to the Case Closure(s) screen.