© 2013 National Standards of Practice for Case Management

STANDARDS OF PRACTICE

Standard One – Assessing Phase

Validated tools may include: Demographics & background Employment & socioeconomic class Need for longer term support Past medical history & background Previous agency involvement Psychosocial & behavioural health Psychosocial support systems

Assessment tools

Identify &prioritise needs (current & future)

Gather information

Analyse information

Allocate case

Engage Client

Including: Introduce yourself as the Case Manager and describe your role Clarify Client’s understanding of the reason for referral Clarify any issues regarding Client’s competency, including any formal guardianship or administration orders Check Client’s understanding of consent & rights & responsibilities Communicate criteria for disengagement Provide information about the program (i.e. program outline including limitations, fees, grievance & complaints process, privacy & confidentiality policy, statutory &/or mandatory reporting obligations) Provide Client with contact information

Domains may include: Clinical Cognitive function Court, Administrative or Regulatory Orders Education Employment history Environment & safety Functional assessment (ADLs & IADLs) Immediate/acute needs Medical (history, medications, hospitalisation) Psychosocial Socioeconomical Special needs & Interests

Including Client’s: Aspirations Choices Expectations Motivations Needs Preferences Values

Note: Where a reference is made to a Client this may also refer to the Client Representative

Diagram 3

Standard One – Stratifying Risk (risk assessment) Phase

Including: Alerts documented in case file and/or case management software

Define population & desired outcome of risk stratification

Gather & enter information

Identify risk aversion strategies & interventions

Analyse information

Enter information into care plan

Identify tools

For example: Agency risk Client risk Community risk Program risk

Determine risk: Low Medium High

Including: Barriers that may restrict Client from meeting goals Crisis intervention Crisis response Equipment &/or modifications Specialist advice

Note: Where a reference is made to a Client this may also refer to the Client Representative

Diagram 4

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National Standards of Practice for Case Management