© 2013 National Standards of Practice for Case Management

TABLE OF CONTENTS

Introduction Scope and Purpose of the Standards.................................................................................... 1 Interpretation of the Standards.............................................................................................. 1 Application of the Standards.................................................................................................... 1 Case Management Definition................................................................................................... 1 Case Management Concepts.................................................................................................... 1 Guiding Principles of Case Management............................................................................. 3 Case Identification (screening ) and Assessment................... 4 Standard Two Planning................................................................................................... 5 Standard Three Monitoring............................................................................................... 6 Standard Four Evaluation and Outcomes................................................................. 7 Diagrams Diagram One Case Management Process.............................................................. 8 Standard One Case Identification (screening ) Phase........................................ 8 Standard One Assessing Phase................................................................................... 9 Standard One Stratifying Risk (risk assessment) Phase................................... 9 Standard Two Planning Phase...................................................................................10 Standard Two Implementing (care coordination) Phase..................................10 Standard Three Monitoring Phase...............................................................................11 Standard Three Transitioning (transitional care) Phase.....................................11 Standard Three Disengagement and Feedback Phase.......................................12 Standard Four Evaluating Phase...............................................................................12 Standards Standard One Purpose of the Self Assessment Framework (SAF)......................................................13 Structure of the Self Assessment Framework (SAF)....................................................13 Application of the Self Assessment Framework (SAF)................................................13 Standard One Case Identification (screening ) and Assessment.................14 Standard Two Planning.................................................................................................19 Standard Three Monitoring.............................................................................................24 Standard Four Evaluation and Outcomes...............................................................28 Self Assessment Framework (SAF)

Glossary...........................................................................................................................................35