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Closing a Need and Closing a Case
Following new information, such as …
… the Responsible Organisation could close one of the Needs for a Case in the Case Index.
The whole Case may be closed when either
or
Outcomes are recorded for each Need, and for the Case as a whole.
These updates can be applied individually, or automatically by processing other data.
Steps
Updated Risk Factors
The Lead Organisation may receive an updated set of Risk Factors, which may be used as evidence that a Need is now met.
A New Situation Assessment
The Responsible Organisation may have a follow up contact with the Person and record an updated Situation Assessment, leading to an updated set of Needs. Some or all of the Needs may now be met, or no longer relevant.
Status Update from a Delivery Organisation
Where a Need has been referred, the Delivery Organisation may provide a Status Update to indicate, from which the Need can be updated.
Close a Need
A Need can be closed with a date, and an Outcome added with a description of the new circumstances.
Close a Case
A Case can be closed with a Date, and a final status.
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