Definitions

Definitions The role of a case manager is a broad one. They are responsible for many different aspects of the treatment model. The most common definitions of duties are as follows.

Targeting and Outreach- This is the step in which case managers identify clients who are best suited for case management services

Screening and intake - This is the step where eligibility is determined

Comprehensive assessment - This is an in depth analysis of the consumers current situation. It is here that the case manager identifies strengths and weaknesses and determines the need for services and support.

Case Planning- This is the development of a care plan that includes the most appropriate services and supports. It is during this phase steps are taken to address needs that are uncovered during the assessment process.

Service Arrangement - This process entails providing information, referrals, or actively arranging the client's access to service and supports.

Monitoring - This is the evaluation of the quality of services and tracking progress towards the goals that were set forth during the assessment process

Reassessment - Reevaluation of the goals and care plan developed during the comprehensive assessment.

There are also two types of organizations that offer case management services. There are private sector organizations that are funded by corporations or private funds. These organizations tend to have smaller caseloads and more flexibility as far as the population that they serve and their treatment methods. Case managers for these organizations tend to use a more consumer based approach. This means that they function more as educators, and counselors. They do more monitoring of the consumer.

Public sector agencies are funded by the state or they are reimbursed by medicaid. Case managers for these organizations are seen more as brokers of services. They tend to arrange and coordinate services. They are also charged with the task of being gatekeepers. They contain the costs and monitor resource allocation. They are also in charge of making sure that case management objectives are being met.

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