Ace the Fairfax ASAP Challenge 2025 – Sip Smart, Drive Safe, Succeed!

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If a referral is closed as unsuccessful but has a balance, how should the case be closed in ECM?

Mark as successfully completed and finalize

Unsuccessful - Fees and change to VAPFFX without exiting the case

The correct approach to closing a case in the ECM when a referral is labeled as unsuccessful but still has an outstanding balance is to mark it as unsuccessful, record the fee status, and then transition to the VAPFFX category without exiting the case. This procedure ensures that the financial aspects of the case are properly documented and accounted for, reflecting the unresolved balance.

In this context, identifying the case as unsuccessful recognizes that the referral did not achieve its intended outcome, which is essential for accurate record-keeping. Additionally, changing the case status to VAPFFX allows for appropriate tracking and management according to protocols designated for cases with fees due and unresolved issues.

Closing the case without addressing the financial obligations or leaving it open for review would not provide the necessary closure or clarity regarding outstanding fees, possibly leading to confusion or mismanagement in future assessments.

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Unsuccessful without further action

Leave it open for review

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