13. REFERRALS MADE FOLLOWING CARE PLAN COMPLETION
Date
Agency/Service
Services Requested
14. CASE CONFERENCES IN WHICH HCC STAFF PARTICIPATED IN OBSERVATION PERIOD
Date
Agency/Service
Staff Participating & Their Titles
CASE CLOSURE
15. Was case discharged/closed case during the review period? 1. Yes
2. No
8. NA
16. If YES, did the client meet the criteria for case closure/discharge as defined in the HCC protocol?
1. Yes
2. No
8. NA, case not closed
17. Reasons documented for closing case: (Check all that apply)
0, 1 All goals met / no needs as defined in HCC protocol
0, 1 Client continues no show, lack of follow-up with worker
0, 1 Client became self sufficient
0, 1 Death of the client
0, 1 At the client’s or legal guardian request
0, 1 Client actions put the agency, case manager or other clients at risk
0, 1 Client moved out of service area
0, 1 Client incarcerated
0,1 Client could not be contacted using methods defined in HCC protocol
0, 1 Client is hospitalized
0, 1 Client refused service
0, 1 Unknown, unclear, contradictory documentation
0, 1 NA
Reviewer Comments
Merck Foundation HCC Chart Review Form
12/05/2013
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