Close a Case (WebABA Pro & Group)

 Permissions: Must be assigned to Case or have Administrator permissions.

When Client treatment is complete you can close their case and complete a Discharge Summary. 

Close Case

1. Locate Client and open Client Profile.
2. Click Cases button on Client Details page.
3. Click Close button for appropriate Case and Close Case page opens.
   

   IMPORTANT: If want a Discharge Summary (optional) do this first, as information entered will not be saved if you Edit Treatment Plan Goals. If you do not want to do a Discharge Summary, skip to step 5.

4. Enter Discharge Summary information.
   • If you want to Edit Treatment Plan Goals, do this first. 
   • Outcomes populates options only if you have "Organization offers adoption/pregnancy related services" selected on Organization > Settings. 
   • Enter Closing Disposition.
   • Add any Additional Comments.
     
     
     
5. At top of screen, Close On date populates. Edit if needed.
6. Enter Close Notes.
7. Click Close button.
   

Related Article: Reopen a Closed Case