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8
National Standards of Practice for Case Management
STANDARDS OF PRACTICE
Initial contact by
Client, Provider or
Payer
Risk Stratification
(risk assessment)
Check eligibility
Educate & refer
Client consent
(rights &
responsibilities)
Accept Client
Gather
essential
information
Allocate case
Standard One – Case Identification (screening) Phase
Yes
No
No
Diagram 2
Note: Where a reference is made to a Client this may also refer to the Client Representative
Case
Identification
(screening)
Assessing
Planning
Implementing
(care
coordination)
Monitoring
Transitioning
(transitional
care)
Disengagement
and Feedback
Evaluating
Stratifying Risk
(risk assessment)
Standard One
Case Identification (screening) and Assessment
Standard Two
Planning
Standard Three Monitoring
Standard Four
Evaluation and Outcomes
Diagram 1
Case Management Process