Guidance on Case Closure and the Requirements for Managing 2025

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A successful case management process consists of five core components: intake, needs assessment, risk evaluation, service planning, and monitoring and evaluation.
Case Closure All the goals laid out in the Case Plan should have been reached, their care and well-being is well supported by their caregivers, and there are no additional concerns.
Social workers should terminate services to clients and professional relationships when such services and relationships are no longer required or no longer serve the clients needs or interests.
The purpose of the closing phase in the project management lifecycle is to confirm completion of project deliverables to the satisfaction of the project sponsor, and to communicate final project disposition and status to all participants and stakeholders.
The following sections detail each step in the case management process. Screening and case intake. Assessment and evaluation. Risk evaluation. Plan and establish goals. Implementation. Monitoring and review. Outcome evaluation. Communication and collaboration.
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Case closure means a determination by the department, based on information available at the time of the departments review, that no further action is necessary.

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