Case Management Mid-term

case management definition
pervasive professional service that must be provided by rehabilitation counselors to best serve their consumers
case management tasks (3)
1. intake interviewing
2. service coordination
3. case recording and reporting tasks
caseload management definition (5 parts)
how to work with more than one case at a time, how to select which case to work with, how to move from one case to another, how to establish a system to insure movement of all cases and how to meet objectives one has established
goal of caseload management
to keep the flow of work moving with as few problems/hiccups as possible
caseload management is important because?
so everyone gets the best service they can in a timely manner
systematic caseload management
in addition to having direct counseling relationships with a caseload of clients, rehab counselors have additional functions and tasks to perform
tasks that need to be done in a systematic context are the heart of of effective caseload managment
advanced planning, control, decision making, effieciency, and goal attainment
systematic caseload management (counselor tasks)
attend to interviewing clients, counseling with clients and family, planning rehab programs, coordinating services, interacting with other service providers, placing and following up with clients, monitoring progress and solving problems
skills to carry out systematic caseload management
excellent planning
evaluating skills
The case management model of rehabilitation counseling requires five functions
1. intake interviewing
2. counseling and rehabilitation planning
3. arranging, coordinating or purchasing rehabilitation services
4. placement and follow up
5. monitoring and problem solving
purpose of reporting
provide documentation of services provided
writing recommendations ( criteria)
1. action oriented – meet with, request, schedule
2. state activity recommended
3. why are you recommending the service?

**written to INSURANCE***

types of case notes (3)
notes from initial assessment and follow up interviews
1. progress notes
2. group notes
3. activity notes
every case file has its ________ _________ notes
has its OWN CASE notes
case notes provide what kind of summary of what?
case notes proved a detailed summary of your activities on the case file
what do case notes include? (4)
a file review
all phone calls
any work done on the file
indicate _________for the services
indicate the charges
why is it important to complete as activities are completed?
because if an activity is NOT written down, it does not exist
private for profit/nonprofit rehabilitation
initial assessment, monthly progress reports, case notes
state federal case noes
annual reports, case notes
clinical settings
case notes after every client visit, group session, or phone call
judicial system
daily, prior to shift change
referral vs recommendatoin
referrals are for the doctor “send or direct for treatment, aid, info or decision
recommendations are are to the insurance
-purpose is to track your time, activities, and expenses
– track your time as you work throughout the day
purpose of the medical evaluation in the rehabilitation process
determine the clients medical limitations and remaining capacities
what case managers should know for medical reasons (4)
1. basic concepts of health, disease, wellness, and illness
2. medical terminology
3. functional implications of disease,illness and the interaction b/w person and environment
4. intervention options for optimizing/maintaining health and function
when/why would you use a medical CM?
1. choosing a physician for the medical evaluation
2. making an effective medical referral
3. knowing what to expect from evaluating physicians
4. using the medical consultant
Basic issues of medical evaluations
extent to which disability related limitations affect person’s capability to function independently and satisfy certain jobs

* physician referrals*

assistive technology (book definition)
any product, instrument, equipment, or technical system used by a disabled or elderly person, made specially or existing on the market, aimed to prevent, compensate, relieve or neutralize the deficiency, the inability, or the disability
AT devices allow people with disabilities to:
-do what they want when they want
-AT allows independence
– AT reduces the need to depend on others to do things for them
augmentative and alternative communication
augmentative vs alternative communication
– they both enable to communicate with others differently

– augmentative supplements/ supports speech or writing
-alternative REPLACES speech or writing

ADA disability definition (3 parts)
-a physical/mental impairment that substantially limits one or more major life activities
– person with a disability must have record of having such an impairment
– is regarded to having such an impairment
universal design
is the design of products and environments that can be used by ALL people
ex) curbs cuts, automatic doors
assistive technology (modified definition)
devices that help people with disabilities get around disability
ex) wheelchairs, modifications to vehicles
durable medical equipment
– the devices that provide therapeutic benefits to a person with a medical condition or illness
ex) blood pressure monitor, inhalator
3 types of assistive technology assessments
ecological assessment
looking at all environments and situations that occur for client
practical assessment
allowing the user to gain experience using the device in natural environments while receiving training on the device
ongoing assessment
the use of devices is monitored and evaluated continuously with the follow ups and follow alongs to ensure that the initial decisions were accurate and that the device is being used effectively as recommended
smith fess act of 1920
initiated the civilian federal-state rehabilitation program
voc rehab act amendments of 1954
greatly stimulated the growth of rehab counselors and professionalism also increased the government financial support for voc rehab services and allowed programs for colleges
rehab service system can be divided into three sectors
the public sector
the private nonprofit sector
the private for profit sector
the inception of the public rehab system is associated with what legislation?
Smith-Fess act, 1920-1954=public
since 1954, the number of rehab counselors in both public and private nonprofit sectors have grown a lot
enhanced quality of life is the result of the work of rehab counselors and case management services
when people judge their QOL they compare what they ________ with what they __________ they desever
compare what they have to what they believe they deserve
the goal of rehab services is directed at
adding life to years
4 important things when making a medical referral
1. choosing a physician for medical evaluation
2. making effective medical referral
3. knowing what to expect from evaluating physicians
4. using the medical consultant
when would you refer someone to a medical evaluation
to determine clients medical limitations and remaining capacities
making an effective medical referral
be specific on the information they need from the physician; this is done by a list of referral questions that are usually specific to the clients case
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