Case Management

A Service Delivery Strategy

Philosophy of Case Management

A person must be motivated to change

An individual must perceive something to be a barrier before it can be resolved

Case Management must be client centered

Documentation is critical

Philosophies (Cont.)

A service provider must work from the belief that most people want to succeed

Service Providers should never tackle anything they have no expertise in or is not part of their job

It is important to confront tough issues

Philosophies (cont.)

Goal setting is necessary and difficult

A plan of action is needed for structure

Never promise total confidentiality

Follow up ensures success

Time management and decision making

Assume: ◦1. Every person varies in the amount of support

they require◦2. The more support they need, the more time

the DVOP will take to work with this person◦3. Support can include a variety of services◦4. This can be a tool to use with your manager

4 Step Goal Setting Process

1. Change Problem Statements into Goal Statements◦ Applying S-M-A-R-T Specific-Measurable-Attainable-

Realistic-Trackable2. Brainstorm Solutions and Options

◦ Balance options with reality3. Choose One or More Options4. Sequence Services and Options on the

IEP

Case NotesCase NotesS DATE anything you writeS QUOTE exactly as statedS Recognize PERTINENT informationS Write in SPECIFIC, OBSERVABLE and

MEASURABLE termsS If your OPINION, say so

Example statements

1/5/XX Bill came in looking a mess and stressed out.

1/XX Mark was angry at the world todayOlivia was late AGAIN!1/5/xx John said he felt like killing

someone.1/5/xx Marsha is not cooperating.

Follow up with the client and service providers

How often do you call?How often do you visit in person?Who do you talk to?What do you want to know?How long should this take?