© 2013 National Standards of Practice for Case Management

STANDARD 1 – CASE IDENTIFICATION AND ASSESSMENT

1F Communicate those needs which fall within the aims and objectives of the program (including any third party restrictions).

SATISFACTORY

BELOW SATISFACTORY

The CM individualises communication to the Client’s special needs taking into account unique personal circumstances.

CM does not individualise communication to suit the Client’s special needs.

CM documentation includes records of ongoing discussion and Client understanding of information regarding program expectations and guidelines.

CM does not document they have discussed program information with the Client.

Self Assessment

Satisfactory

Below satisfactory

Verified Assessment

Satisfactory

Below satisfactory

1G Consider the Client’s current situation, probable future situation and ensuing holistic needs.

Satisfactory

Below satisfactory

CM documentation shows ongoing person centred planning and ongoing consultation with Client and key stakeholders (as applicable).

Documentation by CM does not demonstrate ongoing person centred planning in consultation with the Client and key stakeholders.

Long-term and short-term goals are recorded and prioritised with Client agreement.

Inadequate documentation by CM of Client goals.

The CM gathers information regarding current ‘quality of life’ information to support planning directions.

CM is unaware of the Client’s quality of life to assist in needs identification and planning.

Self Assessment

Satisfactory

Below satisfactory

Verified Assessment

Satisfactory

Below satisfactory

17 National Standards of Practice for Case Management

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