Summers PPTs Ch26

This document discusses terminating case management services. It provides reasons for case closure, such as the client's problems being resolved or lack of funding. It describes conducting a final interview to discuss accomplishments, future help, and case closure. The interview is followed by a termination letter and documentation, including a discharge summary covering the client's diagnosis, progress, reasons for discharge, goals, and appearance at intake and termination. Proper termination allows closure for both the client and case manager.

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Summers PPTs Ch26

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Jolo Guevarra

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FUNDAMENTALS OF CASE MANAGEMENT PRACTICE:

SKILLS FOR THE HUMAN SERVICES

FIFTH EDITION

Nancy Summers

©2016. Cengage Learning. All

rights reserved.
Chapter 26:
Terminating the Case
Fundamentals of Case Management Practice: Skills for the Human
Services, 5th Edition
Nancy Summers
2016

©2016. Cengage Learning. All

rights reserved.
REASONS WHY CASES ARE CLOSED
 The client and case manager agree the client is ready to move
on - The client and the case manager feel the problems have
been resolved.
 The client dies or moves away - If the client moves and
requests it, the client’s records can be transferred to another
agency in another location.
 The funding source will not longer finance services - If you
and the client have not completed your work, look for other
options for the client, such as support groups.
 The client no longer wants the services - Some clients are not
satisfied, become bored, or they are overcome with
ambivalence.
 You cannot find the client - Sometimes clients disappear to
indicate they are not interested in services.

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A SUCCESSFUL TERMINATION: THE
FINAL INTERVIEW
 The client should have a chance to meet with you and discuss
termination, including such things as:
◦ Where to get help in the future or in a new location.
◦ What was accomplished or is left to be resolved.

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A SUCESSFUL TERMINATION: THE
LETTER
 The final interview should be followed by a letter from you to
the client that:
◦ Summarizes what took place in that interview
◦ Wishes the client well
◦ Invites the client to contact you again should the need arise
◦ Includes any arrangements made for the client

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A SUCCESSFUL TERMINATION:
DOCUMENTATION
 Copies of the letter and a note on your meeting with the
client should be placed in the client’s chart.
 You would then write a discharge summary for the client and
place that in the client’s chart as well.

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THE DISCHARGE SUMMARY
SHOULD CONTAIN THE FOLLOWING
 Diagnoses  Progress toward the goals
 Any medications prescribed or goals that were
and whether discontinued accomplished
 The reason for the discharge  Problems that were
 The major presenting identified but were not
problem that brought the addressed
client to you  How the client appeared to
 The goals and objectives for be at intake and how the
the client client appeared to be at
 The extent to which the termination
client participated in  Attempts to locate the
formulating the goals with client if she has
you disappeared

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