© 2013 National Standards of Practice for Case Management

STANDARD 2 – PLANNING

2D Develop and implement a care plan that is within the financial resources available to support the Client.

SATISFACTORY

BELOW SATISFACTORY

Not applicable

CM develops care plan that encompasses the Client’s goals and needs (including special needs) and does not exceed the available financial resources. CM maintains responsibility and justification for expenses by reviewing the care plan, budget and expenditure within the program guidelines.

Care plan developed by CM with focus only on the available financial resources and not the Client’s goals and needs (including special needs).

CM is unable to justify rationale for expenditure of resources in relation to care plan and agreed goals.

CM maintains accurate financial records.

CM does not maintain accurate records.

Case Management program does not have any direct Client brokerage.

CM demonstrates sound management of budget utilising initiative in the allocation of expenditure to meet Client goals. CM secures additional one-off funding from external sources to respond to a specific Client need.

CM is unable to demonstrate financial management of budget to meet Client goals within the budgetary constraints. Alternative sources of funding are identifiable but no application has been made by the CM.

Case Management program does not have any direct Client brokerage.

No alternate sources of funding are available to Client/Case Management program.

Program brokerage is linked to agreed care plan goals.

Brokerage is allocated to supports not linked to care plan goals.

Program does not include brokerage resources.

CM follows program agency guidelines regarding Client contributions and any other fees.

CM does not discuss or review Client fees contributions in line with program/agency guidelines. CM does not discuss or disclose financial limitations of care plan. CM does not discuss privately paid options available to Client to procure additional services outside of the care plan.

Program does not require Client contribution.

Self Assessment

Satisfactory

Below satisfactory

Not applicable

Verified Assessment

Satisfactory

Below satisfactory

Not applicable

21 National Standards of Practice for Case Management