Generalist Case Management Chapter 1

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Case management
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A creative and collaborative method of service delivery, involving skills in assessment, consulting, teaching, modeling, and advocacy, that is intended to enhance the functioning of the client.
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Case manager
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A helping professional who provides direct services to clients, links clients to services and monitors the process.
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Assessment
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The first phase of case management that involves evaluating the need or request for services and determining the eligibility for services.
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Planning
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The second phase of case management, in which the case manager and the client develop a service plan.
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Implementation
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The third phase of case management, in which the service delivery occurs; the case manager either provides the services or oversees their delivery.
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Case review
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A periodic examination of a client’s case.
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Documentation
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Written presentation of data, observations, interviews, and services.
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Record
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Any type of information related to a client’s case, including history, observations, examinations, diagnosis, consultations, and financial and social information.
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Whole person
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A holistic view of the individual.
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Continuity of care
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Comprehensive care provided during and after service delivery.
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Equal access to services
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Nondiscrimination in granting services. Because of the commitment to equal access, the case manager assumes the role of advocate and develops ways of extending services.
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Quality care
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An emphasis on providing the best services in terms of effectiveness and efficiency.
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Client empowerment
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Developing the client’s self-sufficiency to enable him or her to manage life without total dependence on the human service delivery system.
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Evaluation
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A critical part of case management that is the assessment of the process, the outcomes, and the quality of the process.
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Self-determination
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Determination by oneself, without outside influence.

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