WT CaseMgmtTech
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Transcript of WT CaseMgmtTech
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Case Management
Techniques
Tools of the Trade
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Case Management Techniques Time Management
What is time management?
Time Management is about knowing where you
want to go and getting yourself organized enough
to get there.
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Case Management Techniques Time Management
This is not just a case manager issue, but a W!
issue as well
"oes the W! allow customers to sto# in at any
time and see his or her case manager without an
a##ointment?
$f so, it may be difficult for case managers in your
area to effecti%ely manage his or her cases
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Case Management Techniques Time Management
What are strategies that can eliminate this ty#e of strain on
case managers? &a%e an on'call worker for emergencies
$f its not an emergency, the on'call worker can schedule
another a##ointment when the customer(s case manager is
a%ailable o%er case manager
Create a walk'in calendar for the front desk to use. )ach case
manager #laces one walk'in a##ointment slot on the calendar
for staff at the front desk to schedule a##ointments
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Case Management Techniques Time Management
Three im#ortant elements of time management
are
*lanning
*rioritizing
+cheduling
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Case Management Techniques Time Management
*lanning
*lan time to re%iew case'to'do(s
onger a##ointments in the mornings
-irst a##ointment
$nitial assessment re%iew$*
+horter a##ointments in the afternoon
Collecting documentation
/#dating ste#s to self'sufficiency
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Case Management Techniques Time Management
*rioritizing
What(s more im#ortant?
-irst a##ointment
$nitial assessment re%iew$*
+horter a##ointments in the afternoon
Collecting documentation 0 su##ort ser%ices
/#dating ste#s to self'sufficiency
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Case Management Technique Time Management
*rioritizing your caseload
Making Case Management Work1 )m#owering #eo#le
of change by "r. !e%erly -ord
Three le%els of readiness
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Time Management
!y di%iding your caseload into one of the three le%els of readiness
can hel# you, as a case manager, better assist your #artici#ant
e%els of eadiness
e%el $' Can the #artici#ant be job ready within the ne2t si2
months
e%el $$' Can the #artici#ant be job ready in less than a year
e%el $$$' $t will take the #artici#ant more than a year to become
job ready
Case Management Technique
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Case Management Techniques Time Management
+cheduling
+chedule a##ointments that allow time to discuss
$ssues that may hinder #artici#ation
Customer concerns
3llow time to
)nter data and case notes
*ut #artici#ant(s case file away
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Case Management Techniques What are some effecti%e time management
tools?
4utlook calendar
4ther a##ointment tracking software
*$M 4ne
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onger a##ointments
in the morning
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Case Management Techniques 4utlook
4utlook may also be used to1
Track #re'#enalties
Track three days for good cause if a 5ndfailure has
occurred within 67 days
8ee# record of if the #artici#ant showed for the
a##ointment or not
Color coding missed a##ointments
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Case Management Techniques What is *$M 4ne?
*$M 4ne looks like an electronic day #lanner
4rganizational tabs
/sers can set a##ointments
+et tasks or to'do(s
&as #assword #rotect ability
*ro%ides inter%al reminders at your s#ecification
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Case Management Techniques 4rganization
-iling and +canning
Who(s res#onsible for filingscanning documents?
$s each case manager res#onsible for filing
documentation?
$s there another #erson res#onsible for filing?
&ow soon after documentation is recei%ed is it
required to be #laced in the file or scanned?
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Case Management Techniques 4rganization
Touch 4nly 4nce ule
Com#lete all tasks on the case when you meet with
the #artici#ant
"ocumentation
"ata entry
Case notes
*ut it away
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Case Management Techniques
4rganization
-iling and +canning
$s there a ;checks and balance< system to ensure
that all documents are scanned correctly?
"oes staff check to make sure the wrong side of the
document has not been scanned?
"o they check to see if both sides of a double'sided
document has been scanned?
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Case Management Techniques
4rganization
"ata )ntry
3re case managers res#onsible for data entry or is another
staff member res#onsible for all data entry?
$f data entry staff are entering data in 4++T, who follows u#
on the case to ensure that the #artici#ant is in com#liance?
&ow soon after recei%ing documentation must data be
entered?
Who checks and %erifies the accuracy of the data entered?
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Case Management Techniques
4rganization
+etting eminders =4++T To'"o(s>
/sing 4++T To'"o(s is an effecti%e way to remind
yourself of
3cti%ity start dates
"ocumentation due dates
3cti%ity end dates
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Case Management Techniques
)ntering a Case To'"o
+tart by looking at the #artici#ant(s acti%ity
ook at the #artici#ant(s $*
ook at ste#s to self'sufficiency
!ased on information you will enter
reminders #ertinent to the #artici#ant(s case
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+tart off by going into the
#artici#ant(s case. Click on ;CaseTo'"o(s< on the left na%igation
tool
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Choose what ty#e of alert
you want to dis#lay. &ere
we chose ;+#ecial 3lert.Making case management
work: Empowering people for change.
Macon, A31 3+M 3ssociates
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Case Management Techniques
Buestions?
*lease contact the Welfare Transition Teamat 9'DD'6E5'56:E.
An equal opportunity employer/proram! Au"iliary aids and ser#i$es are a#aila%le upon request to
indi#iduals &ith disa%ilities! All #oi$e telephone num%ers on this do$ument may %e rea$hed %y
persons usin TT'/T(( equipment #ia )lorida *elay +er#i$e at 711!