rview: Congratulations! You are ready to discharge your first client as a case m

rview:
Congratulations! You are ready to discharge your first client as a case manager. For this
assignment, you will prepare two documents: a termination letter to be sent to your
client Sue and a discharge summary for the client file. You can elaborate on the given
information to complete this assignment. Using your imagination, you decide why Sue
was discharged, her progress, and any pertinent follow-up recommendations.
Instructions:
• Termination Letter
o Apply the information provided in the Case Vignette as well as your Case
Plan Assignment to complete your termination letter.
o Your termination letter should be addressed directly to Sue and will
summarize the following points:
▪ Reason for termination (did the client complete treatment goals?
Have you been unable to get in contact with the client? Are you
leaving the agency? Is your client no longer interested in services?)
▪ Summary of your work with the client
▪ Summary of goals achieved
▪ Follow-up required by the client (i.e. medication management, other
services, etc.)
• Discharge Summary
o The discharge summary is a professional note that will be placed in Sue’s
file and may be maintained in agency records or sent to other providers.
o Your discharge summary should include the following:
▪ Client name, DOB, date of admission, and date of discharge
▪ Diagnosis (if there is one)
▪ Any medications that were prescribed
▪ The reason for discharge
▪ The major presenting problem that brought the client to you
▪ The client’s goals and objectives
▪ Progress that was made or goals that were accomplished
▪ Problems identified but not addressed
HSV340 – Case Management
Client Discharge Assignment
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▪ How the individual appeared to be (presented) at intake and again
at termination
▪ Attempts to locate the person if relevant