Medical Case Management Case Closure form - health ny 2026

1. Click ‘Get Form’ to open the Medical Case Management Case Closure form in the editor.
2. Begin by entering the client's name and case number at the top of the form. This information is crucial for identifying the specific case.
3. Fill in the case opening date and closure date. Accurate dates help track the timeline of services provided.
4. In the 'Reasons for Closure' section, summarize why the case is being closed. If applicable, include any provisions made for continued services to ensure a smooth transition.
5. For continued services, list any referrals made for clients, families, or collaterals along with agency names and contact information.
6. Document any follow-up actions relevant to these agencies, such as sending a case summary.
7. Indicate whether a case closure conference was held with the client or if a closing letter was sent. Include relevant dates for each action taken.
8. Finally, have the case manager sign and date the form, followed by a review signature and date from another party if required.

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