Planning for case closing:
- is a clearly defined process that includes assignment of staff responsibility;
- begins at intake;
- involves the worker, the individual, a parent or legal guardian, and others, as appropriate; and
- addresses all disaster-related needs and possible reasons for case closing.
The disaster recovery goal(s) and scope of time-limited, disaster-related services and programs
inform the timing of case closing.
Upon case closing, the organization notifies any collaborating service providers, including the courts, as appropriate.
When a person's third-party benefits or payments end, the organization determines its responsibility to provide services until appropriate arrangements are made and, if termination
or withdrawal of service is probable due to non-payment, the organization works with the person or family
to identify other service options.
The organization must determine on a case-by-case basis its responsibility to continue providing services to persons whose third-party benefits have ended and who are in critical situations.
NA The organization does not receive third-party benefits or payments for service.
When an individual or family is asked to leave the program the organization makes every effort to link the individual or family with appropriate services.
When a resource and time-limited program closes, resulting in termination of services, cases are closed and transferred to an appropriate provider.
The organization transfers and closes a case when a transfer is requested by the client
or when it is determined that transferring a case to another disaster case management organization is in the client’s best interest and the individual or family concur.
Reasons for case transfer may include transfer to an organization with specialized services and resources a client needs that can be accessed only by transfer to that organization, for example, the services and skills of bilingual staff, services for seniors, and services for persons with disabilities
An organization transferring and closing a case consults with the receiving organization prior to transfer to insure acceptance of the case and continuity of service.
When the organization has a contract with a public authority that does not include aftercare planning or follow-up, the organization:
- conducts a formal termination-of-service evaluation and assessment of unmet needs; and
- informs the public body of the findings, in writing, as appropriate to the contract and with the permission of the person or his/her legal guardian.
NA The organization does not have a relevant contract with a public authority.