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Introduction to case management for case workers

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Created on July 20, 2023

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Case Management

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What is case management?

Case Management is a collaborative process that assesses, plans, implements, coordinates, monitors, and evaluates the options and servcies required to meet a client's health and human service needs. At its core, case management is about transforming lives through individualized care and services to help meet their goals.

components of an effective case management practice

a successful case management process consists of four core components: - intake - needs assessment - service planning - monitoring and evaluation

intake

Intake is helpful for a case worker to determine if a client / case would benefit from the services their organization offers. If the client / case is a good fit, the case worker will then move on to assessing the client's individual needs. If the client needs misalign with the organization's service area, the case worker works to refer the client to an outside community resource.

Intake is the initial meeting between a case worker and a new client. The case worker will gather demographic information about the client (case), indentify inmediate needs, establish trust, and build a relationship. Case workers should collect information from clients on: - Pasts and current health conditions - Socio-economic and financial status - Living situation and evironment - Prior social and health services accessed - Physical, emotional, and congnitive functioning - Health insurance coverage and benefits

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needs assesssment

Needs assessment builds on the information collected during the intake stage, going into greater depth on the client's challenges and goals. During this stage, a case manager's primary objective is to identify a client's problems, interests, and risks to success. While every client goes through this stage when they first come to an organization, it is important to reassess over time as needs and circumstances often change.

service planning

In the service planning state, a case worker establishes goals for clients and the actions that will be taken to meet those goals. Generally, goals should include specific outptus as well as the metrics that can be used to assess a client’s success. As a result of this goal-setting process, case managers will draft a case management plan that outlines the monitoring, supervision, and activities of a client alongside a clear timeline. How to level-up your case management service planning process: Organize client information and case plans based on the programs and services a client has been assigned. As your client’s needs change, use your software to quickly update their records across services.

monitoring and evaluation

Monitoring and evaluation is critical to understanding the impact specific programs and services have on a client. A case worker should continously monitor and evaluate a client's progress via the output metrics defined in the service planning stage.

core principles of a case managment

At the heart of every case management process are four core principles. When implemented properly, these principles help protect clients and patients and make your services and interventions more impactful:

Build trusting relationships. A trusting relationship throughout the case management process is key to engaging clients and earning buy-in. From intake to monitoring and evaluation, provide clients with a confidental, understandign, and empathetic environment to share their stories, problems, and feelings.
Empower your clients. In many ways, your relationship with the clients should look like a partnership. While, at first, you may take on the lion's share of the work, the ultimate goal of your case management practice should be to leave clients with the confidence to assert their needs, articulate their story, and make healthy choices long after your engagement is over.
Use evidence-based trategies. With evidence-based methods, work collaboratively with clients and partners to collect and analyze data through assessments, case notes, active listening, available research, and previous experience. Then, based on your analysis, you can determine what’s working for them and what’s not. With this information, you can adjust services and approaches as necessary.
Leverage powerful tools (when possible or available). When you have tools to streamline intake and assessment, generate automatic reports, and share data according to industry standards, you’ll be able to gather and find the information necessary to inform your practice.

Conclusion

Ultimately, case management is not a linear, straightforward process, but instead a cyclical, iteractive one. In many cases, as you monitor and regularly evaluate clients, you’ll find that you need to re-assess needs and plan new services to best meet their evolving circumstances.

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Thank you!

Angel

Yajaira

Jennifer

Leyla

Silvia

Will

Luis

Niordaly

Jose

Ismelda

Esperanza

Kathya

Katheryna

Carolina

Sara

Sandy

Francesca

Edinson

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Consectetur adipiscing elit

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Transcript

Case Management

Presentation

What is case management?

components of an effective case management practice

a successful case management process consists of four core components: - intake - needs assessment - service planning - monitoring and evaluation

intake

needs assesssment

service planning

monitoring and evaluation

core principles of a case managment

At the heart of every case management process are four core principles. When implemented properly, these principles help protect clients and patients and make your services and interventions more impactful:

Conclusion

Ultimately, case management is not a linear, straightforward process, but instead a cyclical, iteractive one. In many cases, as you monitor and regularly evaluate clients, you’ll find that you need to re-assess needs and plan new services to best meet their evolving circumstances.

Thank you!

Angel

Yajaira

Jennifer

Leyla

Silvia

Will

Luis

Luis

Niordaly

Jose

Ismelda

Esperanza

Kathya

Katheryna

Carolina

Sara

Sandy

Francesca

Edinson

Lorem ipsum dolor

Consectetur adipiscing elit

Lorem ipsum dolor

Consectetur adipiscing elit

Lorem ipsum dolor

Consectetur adipiscing elit

Lorem ipsum dolor

Consectetur adipiscing elit