What should be documented during the termination process in case management?

During the termination process in case management, it is essential to document preparation for client disengagement with reasonable notification. This is crucial because it ensures that the client is adequately informed about the end of services and can make necessary arrangements for continuity of care, if needed. Effective communication about termination allows for a supportive transition, helping clients to feel acknowledged and respected in the process.

Documenting this preparation also serves as a record that the case manager has taken appropriate steps to ensure the client's needs are addressed prior to termination. It captures the planning involved in the discharge process, which can be critical for accountability and for providing a safety net for clients who may require follow-up or further assistance after services have concluded.

Other choices do not hold as much relevance in the context of the termination process. The case manager's personal reflections, while potentially useful for personal growth and learning, do not contribute directly to the client's transition or the formal documentation required in case management. Client satisfaction is important but is generally evaluated through specific tools or surveys rather than documented as part of the termination process. Finally, noting the number of visits the client had could be relevant to service delivery but does not capture the essential elements of preparing for termination and ensuring a seamless transition for the client.