Case and Caseload Management – Flashcards
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Case management process
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-assess person's specific needs -determine if he/she can fulfill needs, or if outside assistance is required -if outside assistance required, identify specific people or orgs that can provide services -discuss person's needs and potentially useful services w/ person -if person agrees to outside services, refer person to specific people or orgs that provide those services -once referred, continue to monitor services on regular basis
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Case management process: education service
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designed to teach skills required to perform a particular task
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Case management process: restoration service
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designed to help a person regain or improve function
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Caseload management
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use of procedures, techniques, and resources to make sure all clients receive necessary services and/or care
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Caseload management: functions (5)
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-planning -organizing -coordinating -directing -controlling
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Consumer initiative levels (5)
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-originally designed by William Oncken and Donal L. Wass -wait-until-told level -asking level -recommendation level -do-it-and-report-immediately level -do-it-and-report-routinely level
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Strategic planning process (5)
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-identify goals -assess abilities, limitations, and environment -design a strategic plan that outlines specific techniques that counselor can use to achieve goals -put plan into action -continue to evaluate and reevaluate plan throughout the process
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Functions performed by rehab counselor (4)
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-assessment -counseling -service -retention
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Arbitration
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dispute resolution method in which people agree to allow an outside person to hear all facts and make a decision
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Consensualizing
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act in which two or more people agree to work together towards a common goal
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Mediation
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dispute resolution method in which people involved in a dispute agree to allow an outside person to hear all facts and offer advice
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Arbitrators: ad hoc
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-chosen by counselor, client, employers, or other people to handle a specific dispute -may be part of a professional arbitration org, an independent, or any other person who the client, counselor, employers, or other people agree is impartial
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Arbitrators: permanent
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-regularly works for a particular counselor or firm -may be a part of a professional arbitration org or an independent
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Arbitrators: arbitrator panel
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-group of arbitrators that have been chosen by the disputants to handle dispute -typically consist of three, and usually called arbitral tribunals or tripartite arbitration panels
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Mediation process
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-counselor, client, employer and other people involved in the dispute choose person they believe is fair and impartial -mediator establishes format of the mediation process by finding out nature of dispute, disputants, and appropriate time and location for negotiations -disputants meet, mediator explains format and purpose of meeting, and disputants present sides -mediator attempts to help each party identify solutions that may create a path towards compromise
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Negotiation
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people involved in a dispute hold discussions in order to reach a compromise
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Constructive confrontation
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-originally designed by Guy and Heidi Burgess -designed to address complicated disputes in which all parties are unwilling to consider alternative solutions
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Skills to coordinate professional services
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-communication -concatenation -continuity
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Encouraging effective teamwork
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-make sure each person is involved in the process -confirm that each person is willing to participate in the process -make sure that each person actually understands role in the team
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Teamwork: problems
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-negative atmosphere -lack of cohesion -lack of purpose
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Case management
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counselor uses series of procedures, techniques, and resources to make sure that a particular person receives necessary services and/or care
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Case management system
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computer program designed to help counselor organize all info necessary to serve particular client
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Public vocational rehab program (VR)
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online database that helps counselor keep track of info that is required to report to the state
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Identified patient
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-determined by counseling agency -insurance company will only accept billing for identified patient
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Third-party payments
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made by outside insurance provider
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Referral fee
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-payment received by person or party who has sent a client to a counselor -unethical for counselor to accept this fee
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Current Procedural Terminology (CPT)
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system of coding required by third-party payers
