Document Discharge Summary

You can document the discharge summary and close the case of a participant who is leaving or closing out from the Child Welfare program.

1. On the CW Summary/Case Closure template, select the Program field, and select the program that the participant is getting discharged or closed.
2. Enter the discharge date and select the Close Program check box.
3. Expand the Discharge Summary Case/Closure panel.
   

4. To update the initial licensure date and withdrawal date, enter the dates in the fields.
5. Optional: Enter the initial adoption certification date.
6. Indicate if the family has adopted the child. If you select Yes, do the following:
   1. Enter the pre-adoption name, date of birth, and adoption date of the child.
   2. Select Add.
      The new record appears in the grid.
   You can update and remove the adoption details of an adopted child before closing the discharge summary case.
7. Indicate if the file requires an administrative closure.
8. Indicate the recommendation for future licensure, and provide any recommendations.
9. To request for secondary approval or attestation from another user, send a task to a supervisor or staff in the Signature (Tasking Supervisor/Staff for review and signoff) panel.
10. Select Save from the top menu toolbar.
    The details are saved on the template and appear on the CW SUMMARY/CASE CLOSURE document when it is generated.
11. Select Generate Document, to generate the discharge summary document.
    The CW SUMMARY/CASE CLOSURE document opens in a new tab.