Case Management Processes

This document provides solutions to a homework assignment focusing on case management processes. It covers various phases of case management, including screening, assessment, planning, implementation, monitoring, and review. The solutions address statutory requirements, ethical considerations, strategies for managing risk, and the roles and responsibilities of both case managers and clients. Specific scenarios, such as working with adolescents, substance abusers, and homeless individuals, are also discussed. The importance of building rapport, setting boundaries, and utilizing family support is highlighted. The document includes a table of contents and a list of cited works.

WORKING WITH THE COMMUNITY
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Table of Contents
Activity 1A:.....................................................................................................................................3
Briefly, describe each phase of case management processes......................................................3
What statutory requirements do you need to consider when developing and utilising case
management procedures?.............................................................................................................4
Activity 1C.......................................................................................................................................5
Why must particular care be taken not to label a child or adolescent as mentally unstable?......5
Describe three possible responses to the issue of a lack of mental health care opportunities for
Aboriginal and/or Torres Strait Islander people..........................................................................5
How can you make the process of making complaints easier for clients?..................................6
Activity 2A:.....................................................................................................................................7
What are the three crucial factors that are needed for a case manager to build a rapport with
the client to facilitate information sharing?.................................................................................7
In pairs, discuss some of the consequences that a lack of boundaries can have on the case
management process. How can these be avoided?......................................................................7
Activity 2B:.....................................................................................................................................8
What are some of the benefits of utilising the family as part of the CM process for an
adolescent substance abuser?.......................................................................................................8
Why might case managers acquire the help of ‘peer case managers’ when the client is
homeless?.....................................................................................................................................8
Activity 3B:.....................................................................................................................................9
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In a group discuss the requirements for a case manager when formulating a case management
plan..............................................................................................................................................9
How can case managers ensure the case plan reflects the initial assessment needs?..................9
Activity 3C.....................................................................................................................................10
How the case plan will be monitored needs to be agreed upon between case manager and
client. Provide examples of specific aspects of monitoring that should be agreed...................10
Activity 3D:...................................................................................................................................10
Why might the relatives and/or carers of a client provide a risk to case managers?.................10
Provide three examples of strategies for managing risk in CM:...............................................11
Activity 3E:....................................................................................................................................12
Why is experience important when allocating a case manager to the client?............................12
If the client were to move houses during the CM and was outside the usual working grounds
of their usual case manager, what alternatives could be considered before handing over to a
new case manager?....................................................................................................................12
Activity 3F:....................................................................................................................................13
In pairs, discuss the various responsibilities of clients in the CM process. Why are these
responsibilities important?.........................................................................................................13
Activity 4A:...................................................................................................................................14
Provide two examples of reasons why monitoring the effectiveness of the case plan is an
important task?...........................................................................................................................14
Why might a client be failing to progress under their case plan?..............................................14
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What strategies could be developed to respond to crisis situations in CM?..............................14
Activity 4C:...................................................................................................................................15
What must a case manager consider if referring their client to another service as part of a
reviewing the case plan?............................................................................................................15
What actions should the case manager take when closing a case?............................................15
Works Cited...................................................................................................................................17
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Activity 1A:
Briefly, describe each phase of case management processes.
Discussed below are the various phases of case management process:
Screening- The first stage of case management is to identify the client. It is a process of picking
the right person who needs a service.
Assessment- The next phase of case management is assessing the current ability, social and
physical need of the person (Wager et al., 2017). This assessment varies from person to person
and also in different situations.
Planning- It is one of the most important phases of case management. It integrates the personal
factors with health and social needs. In order to integrate the individual needs and the services
provided, the planning process includes human factors like standard of living, employment and
also access to the physical and social needs of the human being (Wager et al., 2017).
Implementation- It actually cares coordination phase which is provided by the case manager,
care giver and various professionals and services. It is the duty of case manager to oversee and
coordinate the care, at the same time they take the responsibility that the customer fully
understands the detail of the service, like time and date of appointment (Kovach et al., 2017).
Medication management- The individual health condition can influence case management who
are under medication. This medication management is one of the important parts of the
implementation of case management.
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Self-care support- In this phase the care or service provider teaches the service user how to live
independently.
Advocacy and negotiation- The case manager himself can advocate and negotiate with the
service user about the usefulness of certain services and ensure that they have easy access.
Psychological review- The case managers should spend more time with the patients and elderly
persons as this relationship will improve the confidence and well being of the service user
(Wager et al., 2017).
Monitoring and Review- It is also one of the important stages of case management where the
case team monitor and review the whole process and also the progress of the service user.
Case closer- It is the phase where the client gets discharged from the services he was using.
What statutory requirements do you need to consider when developing and utilising case
management procedures?
Statutory requirement-
Privacy Act 1988, personal information like information or opinion could be recorded in a
material form about an identified person or an individual who is identifiable reasonably (Wager
et al., 2017). If I am a case manager, I will confront to obey the federal, state and local laws as
well as policies of employers and governing all aspects of the practices of case management. The
case management aspects include confidential rights of the client and the privacy of the client. I
will also focus on managing these aspects.
Professional obligation
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Some case managers are public figures who follow their own ethics and mode of conduct, where
as some private case managers do not obey the principle of the professional body. Thus, they
maintain their own high-level professional of care. However in every sphere, the client consent is
very important (Levett et al., 2017). It is the prior duty of the case manager to have an
appropriate consent from the service user before the service is implemented.
Ethical obligation
There is a relationship between individual ethics and obligation. This ethics can vary person to
person. In general, every case manager is ethnically bounded to take care of the service user
(Levett et al., 2017). Ethics are introduced to a person by birth from the help his family, culture
and society. Thus when dealing with a case, the manager can act differently.
Activity 1C
Why must particular care be taken not to label a child or adolescent as mentally unstable?
A child or adolescent needs proper care as a normal human being, not as mentally unstable
which may put different meaning by them. Such labelling might cause discourage to their mental
health. Any such stigmatising will further deepen the negative self-image of these people
resulting in further limiting the scope for any possible future development for them (Roberts et
al., 2017). The organization Diversitat handles many cases related to this. They deal very
sensitively with this type and many more cases.
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Describe three possible responses to the issue of a lack of mental health care opportunities
for Aboriginal and/or Torres Strait Islander people.
Through increased job benefit, it is possible to prevent high turnover of health care providers
within the communities of Aboriginal and /Torres Islander. It will result in developing cultural
and linguistic competence. Exposure to new workers will be minimised by the community.
From “Ways forward report”, every region can constitute at least two Aboriginal mental health
worker with one male and the female member (Orlowski et al., 2017). They are aware of the
prevailing knowledge of the client’s situation and family, the local community. This will also be
used to connect people to fulfil their needs.
Traditionally indigenous healing practices could be incorporated with regular therapies for
prevention of a culturally appropriate relapse. As per research trend stress and trauma mostly
manifest suicidal or self -harm among the community. Hence it is utmost important that the case
management services develop a partnership with life promotion programme within the
community of Aboriginal and Torres Strait Island (Orlowski et al., 2017).
How can you make the process of making complaints easier for clients?
Under normal process of Case, Management service user is not required to make the complaint
about their treatment provided. Still, in case of any dissatisfaction the following initiative
undertaken will make the complaint procedure easier:
I will take approaches that are promoted as client centric. That means service users will be at top
priority always at every stage of the case management process.
I will convince the service user about user-friendly complaints policy. They can be convinced
that their feedback will be considered and service delivery will be adopted as far as possible. It is
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very important to identify the problem regarding client’s safety. Thus, it is better to maintain a
standard, how client’s complaints are interpreted and analysed.
I will also ensure the service user about the exact timeline for availability of the case manager to
talk and take feedback.
Activity 2A:
What are the three crucial factors that are needed for a case manager to build a rapport
with the client to facilitate information sharing?
The three crucial factors are:
Confidence- Clients always have faith in the case manager's ability and honesty. The manager
can prove himself through qualification, expertise and research willingness (Van Mierlo et al.,
2014). This will grow confidence among the clients. Once the confidence grows among the
clients, it will create a long term relationship with the organisation and the case manager himself.
Respect- In every situation the case manager must show respect to their client. Though, it is very
important to have this respect both ways. In the case management process, a good understanding
between client and case manager may broaden the way to facilitate the sharing of information.
Having respect towards the client, enable the manager to build the good relationship (Slaughter
et al., 2017).
Empathy- The case manager can always understand the situation or the feeling of the client. It is
only possible when the manager place himself in the client situation.
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In pairs, discuss some of the consequences that a lack of boundaries can have on the case
management process. How can these be avoided?
If the case managers loss professional focus, then they may seem unsustainable. This situation is
called compassion fatigue. This leads to a constant deviation from the client goal. The client may
feel unsatisfied due to poor services. There will be a sharp fall of the reputation of the case
manager or case manager's agency. The probability of success may decline. The client may fall
in danger due to the case manager or carer (Stergiopoulos et al., 2017).
If the role of the case manager is defined clearly in the implementation of the case plan, then we
can avoid this type of situation. In setting boundaries, the actions that the case manager or the
case team will unable to perform due to any regulation or shortage of resources can be mentioned
clearly. The case manager can be open-minded and honest to their client. The service can meet
the expectation of the service users when case management process will be transparent.
Activity 2B:
What are some of the benefits of utilising the family as part of the CM process for an
adolescent substance abuser?
Family plays an important role in the case management of an adolescent substance abuser, like
drug addiction. Only family members can give proper moral and emotional support to the person
and also act as the support system in practical features of treatment of the person (Wongpakaran
et al., 2017). Without the support and supervision of family members, it is very difficult for the
case manager to monitor the adolescent behavioural progress throughout the treatment period.
Finally, the communication and conflict can be improved with the help of only family members
in case management.
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Why might case managers acquire the help of ‘peer case managers’ when the client is
homeless?
Peer case managers are persons who were homeless or are recovering themselves from a shelter.
Clients feel more satisfied with the support of peer case managers in comparison with
professional case managers because the peer case managers can easily put themselves in the
situation of the client and feel the requirement of the client (McPherson et al., 2017).
Activity 3B:
In a group discuss the requirements for a case manager when formulating a case
management plan
Consider the client as the first person, so that the case management plan should be client
oriented. The plan should include the following, like client’s goal, their strength and weaknesses
and future plans. The case plan should take into account the potential risk factors and provide the
strategies to prevent the risk. Client’s financial status, culture, life style should take into
consideration while producing the plan. It is very important to include the time and place of next
review. Here the stakeholder should also be involved (Stergiopoulos et al., 2017).
How can case managers ensure the case plan reflects the initial assessment needs?
The case plan is a very important tool in case management process. It is very necessary that the
case manager produce a plan can meet the initial assessment needs. Thus the manager takes some
time to evaluate the entire situation to generate a plan before meeting the client. The case
manager place himself in the client situation in order to understand the initial needs. Before
creating a plan the case manager concentrate on the strength and draw backs, primary resources
and final goal of his organisation. Then, he takes into account the client's financial condition and
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goal. At the same time, he considers the most effective way that enables the client to reach their
goal (Pisarski, 2017). Most commonly the manager writes down all the discussed issues in the
previous meeting. Depending on these factors the case manager draws an initial format of the
case plan. In this primary stage of investigation and by forming the blue print of case plan the
case managers ensure that all initial assessment of needs should meet in the case plan.
Activity 3C
How the case plan will be monitored needs to be agreed upon between case manager and
client. Provide examples of specific aspects of monitoring that should be agreed
The case plan monitoring which involves reviewing the status of the clients, their needs and
related services to address the needs to be agreed at the planning stage of case management. This
has to be agreed between the case manager and the respective client and varies case by case basis
depending on the client. Discussed below are such points which need to be agreed upon:
 Aspects of monitoring
 Place or area of monitoring to be specified
 Requirement of using the help of telehealth device for having access to specific data of
client health (example- blood pressure or sugar or other health testing device)
Monitoring should be the responsibility of the case manager as well as the client. Proper
monitoring allows constant review and modification of care plan to make it effective (Hatton et
al., 2017).
Example- If care plan uses technological device for the client, the GP or case manager should
monitor the required data with the help of some professional expert.
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