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.
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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.
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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.
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8. Click Confirm.