© 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