© 2013 National Standards of Practice for Case Management

STANDARD 1 – CASE IDENTIFICATION AND ASSESSMENT

1D Understand the Client's individual, diverse and/or special needs so that appropriate services and support for Client development occurs.

SATISFACTORY

BELOW SATISFACTORY

NOT APPLICABLE

CM identifies prompts from referral sources to indicate that the Client may have a special need.

CM does not respond to prompts.

A comprehensive assessment model identifies special needs.

CM does not access appropriate services to support Client’s special needs.

The CM utilises professional support and services (formal and informal) as a first option to ensure communication is effective. CM documentation demonstrates CM has accessed/utilised appropriate information and resources to meet Client’s special needs.

No support and services (formal and informal) are accessed.

CM documentation does not demonstrate CM has accessed/utilised appropriate information and resources to meet Client’s special needs.

CM complies with any agency/ program special needs guidelines.

CM does not comply with agency/ program guidelines.

Agency has not developed any special needs guidelines.

CM provides information in an appropriate format/language appropriate to Client’s special needs.

No provision of information. CM provides information in a format that does not meet the Client’s special needs.

Self Assessment

Satisfactory

Below satisfactory

Not applicable

Verified Assessment

Satisfactory

Below satisfactory

Not applicable

1E Stratify and analyse risk factors that the Client experiences/may experience.

SATISFACTORY

BELOW SATISFACTORY

CM completes risk assessment as per agency guidelines.

CM undertakes risk assessments outside their professional boundaries.

The CM and Client work together to prioritise risks and possible risk management strategies. These risks and strategies are documented.

CM does not attain prior risk assessment documentation (if any). CM does not initiate risk assessment. CM does not communicate identified risks and management strategies to Client.

The CM informs key stakeholders regarding identified risk factors.

CM does not inform key stakeholders regarding risk factors around identified risk or competency.

CM approaches identified risks in partnership with the Client and key stakeholders and acknowledges the Client’s voluntary assumption of risk.

CM does not respect a Client’s right to the voluntary assumption of risk when the Client is competent to make this decision.

Self Assessment

Satisfactory

Below satisfactory

Verified Assessment

Satisfactory

Below satisfactory

16 National Standards of Practice for Case Management