When terminating services, which elements should be included in the termination summary?

• A. Financial statements of the case.
• B. Summary of progress, referrals, and future contact information.
• C. A new treatment plan.
• D. A copy of the client's medical history.

Answer: (B)

Ending services centers on capturing what happened and what comes next. The termination summary should clearly document the client’s progress during treatment, note any referrals arranged for ongoing support, and provide future contact information so the client can be reached if needed. This combination supports continuity of care by letting future providers see what worked, what resources remain, and how to reconnect if the client re-engages later. It also helps meet ethical and professional standards for thorough discharge planning and accountability. Financial statements are not typically part of a termination summary, a new treatment plan implies continuing services rather than closing, and sharing a copy of the client’s medical history isn’t appropriate as part of routine termination documentation.