Question:
Cheryl, a SC has a client who has requested to withdraw from the SC program. Our procedures do not have a methodology for handling this type of request because once a member is a client, she/he remains a client until she/he moves out or passes away. How do you advise addressing this situation in the case files?
Answer:
I think that you can do the following and our revised procedures in the future need to include. I think you can do a non-participation form initialed by at least you but better if also is signed by the member and attach her letter. Then note in progress notes that the case is being taken out of open status and returned to enrollment status only. I think that you can also do a deactivation form on a member and then do a new enrollment only form and progress notes including the old case notes. However, Pangea doesn’t like this method, think all records still stay there but not sure. I am not sure how it affects the semi annual client numbers. For the time being, do the non participation form and include in your enrollment only cases. Cheryl