How to Close & Reopen Cases
Learn how to close and reopen cases in Behavioral Case Manager.
Close Cases
- Log into Case Manager.
- Select the Cases tab.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Next to the case number, select the three dot Vertical Ellipsis.
- Select Close.
- User will see a Close Case popup.
- Select the drop down for Disposition and select reason for case closure.
a. Closed - No Further Action (NFA)
b. Closed - Referred or Transferred
c. Closed - Scheduled for team review in 3 months
d. Closed - Scheduled for team review in 6 months
e. Closed - Scheduled for team review in 12 months
7. Add notes for case closure.
8. Select Confirm.
Locate Closed Cases
- Log into Case Manager.
- Select Cases Tab.
- Alternatively you can navigate to Open Cases Assigned to You on homepage and select Search Cases.
- Select Filters.
- Check the box of Show Closed.
5. Click Apply.
Reopen Cases
Manage Cases Permissions
User must have Manage Cases permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select Cases tab.
- My Cases
- All Cases
- Select Filters.
- Check Closed Cases box.
- Select Apply.
- Select three-dot Vertical Ellipsis.
- Click Reopen.
- State the reason the case is being reopened.
8. Click Confirm.