© 2013 National Standards of Practice for Case Management
STANDARD 1 – CASE IDENTIFICATION AND ASSESSMENT
1C Identify and prioritise the Client’s initial needs to inform more comprehensive assessment once initial screening is completed. The Case Manager and Client focus on areas within a defined model (appropriate for the specific case management program), that may influence the Client’s holistic needs.
The Client’s perception of their own needs is the base of the assessment process. A comprehensive assessment is completed according to the program/ agency guidelines and eligibility criteria.
Assessment does not reflect Client’s perception of their own needs.
A comprehensive assessment is achieved outside of the program/ agency guidelines. No comprehensive assessment is completed. Case Manager does not discuss with Client the priority areas identified from assessment.
Client and CM prioritise agreed areas resulting from the assessment.
CM applies the use of validated tools to support comprehensive assessment.
No evidence of validated tools within assessment.
No agency/program requirement for the use of validated assessment tools.
Referrals sent for expertise/input when practise is outside of CM scope.
CM practises outside of professional scope or job role.
The agreed care plan developed by the CM and Client directly reflects the full range of information available.
The care plan developed by the CM and Client does not reflect the information gathered.
15 National Standards of Practice for Case Management
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