A case can be closed automatically by the system when its certification period expires or if it is found to be ineligible and the system has been configured to automatically close ineligible cases. A case can also be manually closed at any stage during its lifecycle or set to close on a date in the future. The case closure date, actual outcome of the case, and case closure reason is specified.
When a case is closed, reassessment is initiated and a new determination created if required to reflect the final set of decisions for the case. For example, if a case is open ended and has no expected end date specified, upon closure a new determination is created with a final eligible decision effective until the closure date of the case.
If the system has been configured to issue payments up to the date of closure of the case then financial components are recalculated based upon the closure date provided; otherwise existing financial components are closed out and no further payments are issued. An agency may configure whether or not payments should be issued up to the closure date of a case through the use of an application property in the administration application. For more information on this property, see the Cúram Integrated Case Management Configuration Guide.
All information and events associated with that case, such as case reviews and case referrals, are also closed and a case communication is printed for the primary client. A case communication is a correspondence to or from the agency that is created within a case. Additional case closure communications can be created for other case participants, such as a service supplier on a case referral.
When a case is set to close on a date in the future, the case enters a grace closure period during which new determinations may be created and reassessment may continue to occur, and the status of that case is set to "pending closure". It will remain in this status until the closure date is reached and the Close Cases Pending Closure batch process is run, or until a case worker manually closes the case. If the Close Cases Pending Closure batch process is run on a date after the expected date of closure, the closure date is set to the date on which the case was actually closed. If a case is already closed, the case closure date cannot be moved to a future date.
Note that by default, a case that has open tasks associated with it cannot be closed. The agency can allow cases to be closed that have open tasks associated with them by setting an application property as part of administration. For more information on this property, see the Cúram Integrated Case Management Configuration Guide.