© 2013 National Standards of Practice for Case Management
STANDARDS OF PRACTICE
Case Management Process
Case Identification (screening)
Implementing (care coordination)
Transitioning (transitional care)
Assessing
Planning
Monitoring
Evaluating
Stratifying Risk (risk assessment)
Disengagement and Feedback
Standard One Standard Two Planning Standard Three Monitoring Standard Four
Case Identification (screening) and Assessment
Evaluation and Outcomes
Diagram 1
Standard One – Case Identification (screening) Phase
Risk Stratification (risk assessment)
Initial contact by Client, Provider or Payer
Client consent (rights & responsibilities)
Check eligibility
Yes
Accept Client
Allocate case
No
No
Gather essential information
Educate & refer
Note: Where a reference is made to a Client this may also refer to the Client Representative
Diagram 2
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National Standards of Practice for Case Management
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