Revised October 2019
Case closure should occur when:
- the client no longer meets eligibility criteria for BBO funding;
- the client moves out of the grantee's service area;
- the client dies; or
- the case management agency is no longer able to reach the client.
At the time of closure, the case manager should do their best to ensure that the following activities have been completed as appropriate for the client's circumstances:
- the client has located a medical care provider for continued care for herself and her children;
- the client is referred for family planning services;
- the client is referred for postpartum WIC or Commodity Supplemental Food Program (CSFP) certification;
- the client's children are referred for WIC or CSFP certification;
- the children have begun or been referred for immunizations (if these are not contraindicated);
- the client has been given information regarding child restraint seats.
If the client is moving to another area, the client's case records may be transferred to the new case management agency according to the client transfer policy outlined in section 2.2 of the Policy & Procedure Manual.