Chapter 1- Case Management terms…to be continued*

Case management
one of the primary places in human services systems where the whole person is taken into account. Unlike specific services, case management does not focus on just one problem but rather on the many strengths, needs, and personal concerns a person brings; primary purpose is to improve the quality of life
Case manager
concerned with the person’s need for fuel oil, with his desire to move into public housing for the elderly in then spring, with what resources he has among his children, with his recent slurred speech indicating a possible stroke, and with his need for meals-on wheels ; aware that he receives social security but little other income…
assessing the individual’s total situation and addressing the needs and problems. As a part of this process, the person’s strengths and interests are used to improve the overall situation wherever possible.
Case Worker
word that evolved into case manager, and these managers took on great responsibility for managing resources, finding innovative supports, and coordinating services
began to use case management as a procedure to assess needs, to find ways to meet those needs,a nd to follow people as they used those services
implied people seeking services were all sick in some way
Recovery Model
developed by the substance abuse and mental health services administration and the emphasis on partnerships between case managers and the people seeking services, those words are no longer considered appropiate.
making sure the plan is effective
The four basic categories of service: (case management(
assessment, planning, linking, and monitoring
Assessment (Summarize)
you have to evaluate the following: 1. the initial problem and the background to that problem, 2. the person’s current situation, 3. the person’s background in areas such as education, relationships, work history, legal history. 4. What the person needs to make life more stable and to resolve the current problem , 5. The strengths, including those the person brings to the problem and those in the person’s environment that would be useful in resolving the situation, 6. observations about how well the person functions cognitively and any seeming mental problems you have noted, 7. recommendations for a servie or treatment plan for the person
developing an initial plan with the client that is comprehensive and addresses all the issues raised in your assessment. This plan should show incremental steps toward improvement and expected outcomes
The types of topics in planning:
formal agencies, generic resources, support groups and educational seminars, and peer support, informal resources and social support systems, creating an individualized plan
Continued assessment
as you follow the case, you will take into account changes the person may face.
general term we use to mean connecting clients to people or agencies where they will recieve the help or service they need. Once the plan is drawn up, the case manager links the person to the service, activity, organization, or club, orpeople who will carry out the plan.
WRITTEN referral
Linking your client to a social service agency that provides a specific service requries this*
linking becomes this as you advocate for your client or on behalf of your client. In a situation like this, this means that you will attempt to seek he best services for your client, and you will insist that your client be treated fairly and with respect
generic services
this requires no formal referral or we might make connections with community social supports where it is often completely unnecessary for the people there to be aware of your client’s status with your case management unit
Service coordination
refers to working with other agencies or systems in a person’s life. Many of your clients will be involved in other programs and systems and each of these programs or systems may have a different plan for the person. Each of these plans may be headed more or less toward the same broad general goal

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