Closing cases

It’s good practice to close a case when it is no longer active. If a client re-presents after an interval, it is better to create a new case than to re-animate an old one - you can use the case link function if the client comes back to your agency, to indicate the connection between the old and new case if this is relevant.

You close a case when:

There has been no contact with the client for more than three months.

Case closure statistics are important to our shared understanding of the Gambler’s Help program. They help us understand our client’s trajectory to and through the program.

Before closing a case you should cancel or complete any open activities. If the client has not been in contact you might also do an assertive engagement to find out whether they want to discontinue their service. Your local practice might also mandate that you conduct a case conference or review before proceeding with closure.

You close a case by changing the case stage. When you have completed all necessary preparations:

1 Open the case you want to close and click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\edit.png$ .

2 In the Status section in the Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Completed.

3 In the Closure section, in the Closed Date field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the closure date.

4 In the Closure Reason field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the reason.

5 In the Treatment Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the treatment stage.

6 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .

8 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\Saveicon.jpg$
The case is closed and no longer displays in your My Cases list.

Closing a group case is a very simple process:

1 Open the case you want to close and click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\edit.png$ .

$C:\Users\Bill\Documents\CMS\Captures\Screens\Closure - group.png$

2 In the Status section, in the Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Completed.

3 In the Close field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the closure date.

4 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .

5 Record an administrative type activity for the group case closure.

6 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\Saveicon.jpg$ .
The group case is closed and no longer displays in your My Cases list.