Monitoring and Reviewing Case Management Plans

This assessment requires the student to review case management plans and provide feedback using their specialist knowledge. The scenario includes four case management plans for different clients. The student is also required to describe supervision models and how they can be applied to improve performance. Additionally, the student must provide advice on monitoring and evaluating progress in a specific case and describe what to do in a situation where a client wants to discharge themselves from the hospital against medical advice.

Student Name:
Student ID:
32513/02- Short answer questions
E1141
CHC52015Diploma of
Community Services
Module 7: Professional
Practice
This is assessment 2of 3.
1. Background/Overview
As a case manager, you must be able to participate in monitoring
and review practices regarding case management. This will help
you to identify where improvements can be made.
2. Brief
This task consists of two (2) parts, all based on a particular
scenario.
This assessment provides you with the opportunity to
demonstrate your knowledge of the following areas:
 monitoring and reviewing case management plans
 seeking feedback from stakeholders.
Deliverables
Please submit this assessment
in Word doc format.
To do list:
1. Write your name and
student ID at the top of
this page.
2. Read the
background/overview and
brief sections of this
document.
3. Read the scenario.
4. Complete the two (2)parts.
5. Collate your written
answers into one Word
document.
6. Save the Word document
using the naming
convention: your student
number_assessment
number.doc. For example:
“12345678_31135_01.doc.”
7. Upload your document in
Open Space using the
relevant Assessment
Upload link in this Module.
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3. Questions/Task
Read the scenario and then answer the questions that follow.
You work at CareShore as a case manager.
As part of your role as a supervisor for case management, you are required to review case
management plans and practices to ensure that practice standards and legislative requirements are
adhered to.
You have been asked to:
 review the following case management plans and provide feedback using your specialist
knowledge
 seek feedback from stakeholders.
As part of your review, you have found the following case management plans developed by your
workers.
Plan 1
Case worker: Ellie
Client: James
Current situation Goals Actions Responsibilities Evaluation
methods
Timeframes
James is a 72-year-old
male. He lives with his
wife Carol in their
family home. James
has recently been
diagnosed with
dementia. James and
Carol’s son, Ryan,
comes to visit regularly
and helps out with
household
maintenance. James
enjoys nature, travel,
golf and cricket. He
also likes spending
time with his
grandchildren. James
has experienced
depression at different
stages in is life. His
dementia is in early
stages and Carol want
some strategies for
caring for him at home
as she is struggling to
manage.
James to spend
time
participating in
activities he
enjoys
Contact local
golf club to see
if they have a
program that
James can
participate in
Ellie will contact
to find a suitable
program
Review
meeting
1 week
Join local
walking group
and participate
weekly.
Ellie to find a
suitable waling
group that Carol
and James can
join
Review
meeting
4 weeks
Support Carol so
she can care for
James
Carol to meet
with others
experiencing
similar issues
Ellie will locate a
suitable support
group for
Carol/Carol to
attend regularly
Review
meeting
4 weeks
Carol to use
respite service
once a month to
have a break
Ellie to arrange
respite place for
James for one
weekend per
month
Review
meeting
4 weeks
Allow in home
support to assist
Carol and James
Seek in home
support
Ellie to access
cleaning service
to support Carol
Review
meeting
4 weeks
Seek home
nursing support
Ellie to arrange
for home nursing
service to visit
James weekly to
check his
condition.
Review
meeting
4 weeks
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Plan 2
Case worker: Ellie
Client: Phil
Current situation Goals Actions Responsibilities Evaluation
method
Timeframe
Phil is a 60-year-old
male. He has just
retired, previously
working as an
accountant. He lives
alone. His retirement
was brought on early
due to a case of
pneumonia that put
him in hospital. He has
recovered from the
pneumonia but now
has depression.
Doctors have
prescribed an anti-
depressant. He reports
he is not eating or
sleeping regularly and
feels ‘miserable’. He
appears to have
neglected his personal
care.
Before his pneumonia,
Phil enjoyed
gardening, model
aeroplanes and
reading
Complete a
review of his
medications
Book
appointment
with psychiatrist
for medication
review
Ellie to book
appointment –
Phil to attend
Psychiatric
review
6 weeks
after
medication
review
Undertake
mental health
assessment
Book
appointment
with psychiatrist
for mental
health
assessment
Ellie to book
appointment –
Phil to attend
Mental
health
assessment
6 weeks
after initial
assessment
Participate in
social activities
Spend time in
the community
garden
Ellie to arrange for
Phil to work in the
garden at the
neighbourhood
house. Phil to
attend once a
week
Review
meeting
4 weeks
Join a book club Ellie to find a
suitable book club
for Phil to join –
Phil to attend
regular book club
meetings
Review
meeting
4 weeks
Plan 3
Case worker: Margaret
Client: Kay
Current situation Goals Actions Responsibilities Evaluation
methods
Timeframes
Kay has recently lost
her husband and is
feeling very alone
and is struggling to
deal with her grief.
She lives by herself
and does not have a
lot of friends locally.
Try to socialise
more with
people and
participate in
activities that
she enjoys.
Join a painting
class once a week
at the local
neighbourhood
house
Kay to organise Telephone
check up
6 weeks
Join local walking
group and
participate
weekly.
Kay to organise Telephone
check up
6 weeks
Deal with grief Participate in
weekly
Margaret to give
Kay the phone
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counselling
sessions.
number of the
counsellor.
Plan 4
Case worker: Margaret
Client: Teisha
Current situation Goals Actions Responsibilities Evaluation
method
Timeframe
Teisha has just left her
husband after
experiencing domestic
violence. She has two
children to her partner.
Teisha currently has no
accommodation and is
not sure if her husband
will come looking for
her.
Seek legal advice/
restraining order
Seek legal
review
Teisha to contact
the Women’s
Legal Services
Review
meeting
3 months
Obtain suitable
accommodation
Find suitable
housing
Teisha to contact
the Domestic
Violence Crisis
Service
Review
meeting
2 months
Obtain financial
assistance
Arrange
Centrelink
assistance
Teisha to contact
Centrelink
Review
meeting
2 months
Seek emotional
support
Attend support
group
Margaret to book
Teisha into a
suitable support
group. Teisha to
attend regularly
Review
meeting
2 months
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Part 1
A. Review Ellie’s case management plan provided. What feedback and advice would you provide to her regarding
her plan?(50-100 words)
Ellie’s case management plan is effective in meeting the client’s and families’ needs as the goals are appropriate
and action plan is tailored to the individual needs of the clients and the families. It is advice to review the
medications for James and book appointment with psychiatrist for mental health assessment. She must arrange
for appropriate referral programs and home care nurse for James. Any financial support to be assisted for client.
In case of Phill, Eliie is advised to address the self care deficits and promote self care strategies (Reilly et al., 2016;
Valentine & Breckenridge, 2016).
B. You would like to work with Margaret to improve her performance. Describe each of the following supervision
models and how it could be applied when working with Margaret.
Approach Definition
(30 words each)
How could you apply this approach
when working with Margaret?
(30 words each)
Person centred supervision It is the establishment t of
relationships based on
unconditional positive regard,
safety, trust, warmth where the
supervisee is assumed to have
resources for personal and
professional growth (Chenoweth et
al., 2015).
Margaret is advised to shed light on
the empowerment and power in
therapy in psychological effects of
domestic violence on women and
bereavement. She will be guided in
establishing relationship of warmth
and trust to support Kay and Teisha
Interpersonal process recall It is the supervision strategy to help
the counsellors understand and act
upon perceptions which would have
been unattended otherwise,
therefore, helping counsellors to
covert thoughts and feelings
(Friedlander, 2015).
I will apply this approach to help
Margaret for personal adjustment
counselling and behavioural
modification in dealing with Kay and
Teisha with the help of the audio
recorded and videos of inquirer in
non-evaluative setting
Hewson’s supervision triangle It is the model to identify the areas
of the supervision such as
counselling work with clients,
counsellor’s professional
functioning, and relationship focus
in regards to client, counsellor and
supervision (Davys, O'connell, May
& Burns, 2017).
Margaret can work with Kay and
Teisha to manage the counselling
work in an client focused manner to
overcome bereavement and mental
trauma due to domestic violence.
She can plan and implement
appropriate strategies
The Skovholt and Ronnestad Model The model is focused on trainee
development recognising that the
development of the therapist
continues throughout the lifespan
in the stages called competence,
transition to professional training,
imitation of experts, conditional
autonomy, exploration, integration
and individuations (Watkins et al.,
2015)
I will assist Margaret in evaluating
her professional identify for
training as counselling practioner
by aligning with theoretical
orientation.
Margaret can enhance her
individuations and conditional
autonomy.
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Practice supervision It is the professional activity
performed by the psychological
service supervisor to ensure
compliance to standards of the
profession (Kadushin & Harkness,
2014). )
I will provide checklist to Margaret
to assess her knowledge of practice
standards and conduct interview to
evaluate compliance with the
standards in dealing with Kay and
Teisha
C. You are concerned about Teisha’s case. How could you further monitor and evaluate progress in this case?(50-
100 words)
Progress can be monitored in this case by monitoring the change based on client’s perspective and strength such
as looking for positive change in life and demonstrating the belief in the resources and support provided to Teisha
and her children. Progress can be evaluated by looking for solution based behaviour in client (Valentine &
Breckenridge, 2016).
D.List and describe three sources of specialist information that you could access for further advice in Teisha’s
case?
Sources of specialist advice
(30 words each)
1
Assessment Specialist-E_Domestic ViolenceShelter-Rehab- intake interviews to diagnose the client and
test the eligibility to enter the rehabilitation centre. Advice on referring client to other community
services and experts.
2
Specialist survivor’s advocate and empowerment specialists- help in creating supporting groups for
victims of domestic violence and other related issues. Advice on sources of empowerment such as self
employment jobs.
3
Specialist, Family Court Resource Service expert- serve as the educational and the informational
support in the court cases, counseling and mediation support. Provide recommendations on the
improvement of the program aspects
(Valentine & Breckenridge, 2016)
Read the scenario and then answer the question that follows.
Ellie has approached you. Her client, James, has had a fall. He is in hospital but would like to discharge himself.
He has requested that Ellie arrange the discharge, although the doctors do not believe he is ready to make the
discharge. Carol does not know what to do. Ellie has referred to you for advice. This falls outside your scope of
responsibility as he is currently an inpatient and his supervising doctors are managing his case.
E:Describe what you should do in accordance with organisation requirements in relation to Ellie’s situation(50-
100 words).
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I will educate the client and Carol about the benefits of not discharging right now and understanding the need of
staying in hospital. I will explain the clients about health consequences of discharging such as risk of falls and
injuries and how it can be prevented in hospital setting. I will coordinate the family meeting with the health care
team and the medical social worker.
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Part 2
A. Develop a consultation plan for consulting with a range of stakeholders to gather feedback on CareShore’s case
management service provision and performance. You must identify at least five relevant stakeholders.
Stakeholder Method of consultation
(30 words each)
Consultation topics/questions
(50 words each)
Clients Survey Consultation topics may include satisfaction,
communication, safety
Close ended questions will be designed
Do you feel your goals are achieved?
Are you satisfied with service?
Are you satisfied with the communication
style?
Do you feel safe in seeking our service?
Was the service delivered on time?
Do you have any complaints?
Health care delivery
system
Audit
Consultation topics- addressing care needs,
health care delivered on time,
Health care delivered on time?
Accommodating the client focused needs?
Accommodating the cultural and linguistic
needs?
Following the national guidines and
standards?
Care providers Interview - Record the level of interest
and adherence to standards
Consultation topic is awareness, adherence to
guidelines, awareness of care needs
Are you aware of the national guidelines in
your area of practice?
Are you able to comply with the guidelines?
Do you have any obstacles in complying with
the guidelines?
Are you able to identify the care needs of the
clients?
Employers Meetings Consultation topic- on ways to promote high
quality care, discussion on cost effective
outcomes ,
Ways to address personal needs of individuals
Resource allocation form growth of
employees and optimal performance
Payer sources Meetings Consultation topic- information, issue with
timeline
Able to offer new therapies?
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Able to make products available to the
patients?
Do you receive complete information always?
Are you involved in economic model design?
Do you receive on time information to plan
budget?
Have any issues with timeline?
(Khan et al., 2015)
B: Prepare a short training plan (using four presentation slides, e.g. PowerPoint,the space below) that you can
provide to employees, which should include:
 legislative provisions relevant to case management
 organisation responsibilities
 worker responsibilities
 five (5) questions to gather feedback on your presentation
(Approximately 100-200 words)
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Source (Boulmetis & Dutwin, 2014)
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References
Boulmetis, J., & Dutwin, P. (2014). The ABCs of evaluation: Timeless techniques for program and project
managers (Vol. 56). John Wiley & Sons.
Chenoweth, L., Jeon, Y. H., Stein-Parbury, J., Forbes, I., Fleming, R., Cook, J., ... & Tinslay, L. (2015). PerCEN trial
participant perspectives on the implementation and outcomes of person-centered dementia care and
environments. International psychogeriatrics, 27(12), 2045-2057.
Davys, A. M., O'connell, M., May, J., & Burns, B. (2017). Evaluation of professional supervision in Aotearoa/New
Zealand: An interprofessional study. International journal of mental health nursing, 26(3), 249-258.
Friedlander, M. L. (2015). Use of relational strategies to repair alliance ruptures: How responsive supervisors train
responsive psychotherapists. Psychotherapy, 52(2), 174.
Kadushin, A., & Harkness, D. (2014). Supervision in social work. Columbia University Press.
Khan, Y., Fazli, G., Henry, B., de Villa, E., Tsamis, C., Grant, M., & Schwartz, B. (2015). The evidence base of primary
research in public health emergency preparedness: a scoping review and stakeholder consultation. BMC
public health, 15(1), 432.
Reilly, S., Miranda Castillo, C., Malouf, R., Hoe, J., Toot, S., Challis, D., & Orrell, M. (2015). Case management‐
approaches to home support for people with dementia. The Cochrane Library.
Stubbs, J., & Wangmann, J. (2017). Australian Perspectives on Domestic Violence. In Global Responses to Domestic
Violence (pp. 167-188). Springer, Cham.
Valentine, K., & Breckenridge, J. (2016). Responses to family and domestic violence: supporting women?. Griffith
Law Review, 25(1), 30-44.
Watkins Jr, C. E., Budge, S. L., & Callahan, J. L. (2015). Common and specific factors converging in psychotherapy
supervision: A supervisory extrapolation of the Wampold/Budge psychotherapy relationship
model. Journal of Psychotherapy Integration, 25(3), 214.
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4. Assessment Rubric
Below is a rubric that determines whether your answers and knowledge is satisfactory or not yet satisfactory.
To pass the assessment, you must complete ALL the requirements for the column that is titled ‘satisfactory’.
It is advisable to read the rubric before attempting the assessmentsto help you attain the correct submission
standard. Comments as before
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Criteria Satisfactory Not yet satisfactory
Part 1:
Question A
The student is able to adequately review
case management plans
and
provide sufficient feedback to Ellie
regarding her performance
The student fails to adequately review case
management plans
and/or
provide sufficient feedback to Ellie
regarding her performance
Part 1:
Question B
The student is able to accurately describe
person centred supervision and its
application
and
interpersonal process recall and its
application
and
Hewson’s supervision triangle and its
application
and
the Skovholt and Ronnestad Model and its
application
and
practice supervision and its application
The student failsto accurately describe
person centred supervision and its
application
and/or
interpersonal process recall and its
application
and/or
Hewson’s supervision triangle and its
application
and/or
the Skovholt and Ronnestad Model and its
application
and/or
practice supervision and its application
Part 1:
Question C
The student is able to sufficiently describe
a relevant monitoring and evaluation
process in relation to Teisha’s case
The student fails to sufficiently describe a
relevant monitoring and evaluation
process in relation to Teisha’s case
Part 1:
Question D
The student is able to accurately list and
describe three relevant sources of
specialist information they could access for
further advice in Teisha’s case
The student fails to accurately list and
describe three relevant sources of
specialist information they could access for
further advice in Teisha’s case
Part 1:
Question E
The student is able to accurately describe
what they should do in accordance with
organisation requirements in relation to
Ellie’s situation
The student fails to accurately describe
what they should do in accordance with
organisation requirements in relation to
Ellie’s situation
Part 2:
Question A
The student is able to accurately develop a
consultation plan for consulting with a
range of stakeholders to gather feedback
on CareShore’s case management service
provision and performance, including:
identifying five relevant stakeholders
and
sufficiently identifying a suitable
consultation method for each stakeholder
and
sufficiently identifying relevant topics or
questions for the consultation for each
stakeholder
The student fails to accurately develop a
consultation plan for consulting with a
range of stakeholders to gather feedback
on CareShore’s case management service
provision and performance, including:
identifying five relevant stakeholders
and
sufficiently identifying a suitable
consultation method for each stakeholder
and
sufficiently identifying relevant topics or
questions for the consultation for each
stakeholder
Part 2:
Question B
The student is able to sufficiently prepare a
training plan (using four presentation
slides, e.g. PowerPoint, the space
provided) that they can provide to
employees, which should include:
 legislative provisions relevant to
case management
 organisation responsibilities
 worker responsibilities
 five (5) questions to gather
feedback on their presentation
The studentfails to sufficiently prepare a
training plan (using four presentation
slides, e.g. PowerPoint, the space
provided) that they can provide to
employees, which should include:
 legislative provisions relevant to
case management
 organisation responsibilities
 worker responsibilities
 five (5) questions to gather
feedback on their presentation

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5. Units of Competency
This assessment contributes to the overall competencies for the following units of competency:
CHCPRP003 Reflect on and improve own professional practice
CHCCSM006 Provide case management supervision
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