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      Closing a Case

      How to Close a Case

      • Open the Cases section on the Client Management form
      • Select the case you want to close.
      • Open the menu and select “Close Case Wizard”.


      Step 1: Select the case to close.

       

      Step 2: Specify the case termination status* and any notes.

       

      Step 3: Confirm the information inputted. 

       

      • The case will have a closed icon on the case-control window.