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Case management is a process that facilitates client access to appropriate services and supports. This course is designed to equip case managers to conduct needs assessments, conceptualize cases, prioritize client needs, collaborate with clients to develop action plans and select interventions, and follow-up to ensure clients have achieved their identified goals. The course will also provide tips and techniques for managing time, systems, and data including case notes and documentation, regardless of the data management system – essential competencies for all case managers.
Course participants will develop/enhance their knowledge of the case management process and develop skills for needs assessment, goal setting, action planning, follow-up, evaluation, and documentation.
Upon successful completion of this course, students will be able to:
- Describe the historical evolution and current breadth of the case manager role
- Differentiate between the process and reporting functions of case managers
- Conduct an effective needs assessment using established frameworks
- Collaborate with clients to prioritize needs and develop action plans
- Identify appropriate internal and external resources to move clients forward
- Coordinate interventions to maximize client success
- Optimize case management logistics (i.e., time, systems, data)
- Develop and maintain case notes
- Close the active file while effectively managing follow-up
More Information
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