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Effective Date: January 1, 2025Category:C. Care CoordinationTitle:6. Case Closure and ReengagementApplies to: St. Peters Health Partners (SPHP) All SPHP Component Corporations OR ___Only the following
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How to fill out case closure and re-engagement

01
Gather all relevant case documentation and information.
02
Review the case objectives and outcomes to ensure all goals have been met.
03
Document any outstanding issues or concerns that need to be addressed.
04
Prepare a closure report summarizing the case details and actions taken.
05
Obtain necessary approvals from stakeholders before finalizing the closure.
06
Communicate the closure status to all involved parties.
07
For re-engagement, assess the need for additional support or services.
08
Reach out to the client or stakeholder with proposed next steps if re-engagement is required.

Who needs case closure and re-engagement?

01
Clients or stakeholders who have completed their service or support.
02
Organizations requiring formal closure records for compliance or documentation.
03
Case managers or professionals looking to transition clients to new services.
04
Anyone involved in a case that may require follow-up or ongoing support.
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Case closure refers to the formal process of concluding a case once all necessary actions have been completed. Re-engagement is the process of re-establishing contact with a client or case after closure, particularly if there are new developments or needs.
Typically, social workers, case managers, and other professionals involved in client care are required to file case closure and re-engagement when they are responsible for the case in question.
To fill out case closure and re-engagement, one must provide detailed information about the case's status, actions taken, outcomes, and reasons for closure. Additionally, any new information or circumstances leading to re-engagement should be documented.
The purpose of case closure is to formally document that a case has been resolved and to ensure that all actions have been completed. Re-engagement allows for continued support and resources for clients whose circumstances may have changed after closure.
Information reported on case closure should include case details, actions taken, outcomes, client status, and the rationale for closure. For re-engagement, it should include new developments, client needs, and a plan for further actions.
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