Session length

1 / 20

What action should you take if a client has a pending balance after closing their referral?

Waive the fees

Document the balance for future reference

Close it as unsuccessful

Closing a referral as unsuccessful when a client has a pending balance is appropriate because it reflects the reality of the situation—without resolution of the balance, the client cannot be considered fully compliant or successful in their program. This action highlights the importance of accountability and ensures that there is a clear record of the client’s status in the system.

Taking such an action allows for proper follow-up necessary for the client to address any outstanding financial obligations. This process serves to maintain program integrity and uphold the policies governing how client referrals are managed, ensuring that clients are held to the necessary standards for participation in the program. Tracking these unresolved balances helps in future assessments and planning of financial support or interventions that might be necessary for the client’s journey in the program.

The other choices, while they relate to different approaches to handling the situation, do not adequately maintain program standards or accountability, the primary focus should be on ensuring that clients are fully engaged and compliant with their responsibilities.

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Immediately charge the client

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