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9
National Standards of Practice for Case Management
STANDARDS OF PRACTICE
Define population
& desired outcome
of risk stratification
Identify tools
Gather &
enter
information
Analyse
information
Identify risk
aversion strategies
& interventions
Enter information
into care plan
Standard One – Stratifying Risk (risk assessment) Phase
Diagram 4
Note: Where a reference is made to a Client this may also refer to the Client Representative
Including:
Barriers that may restrict Client from
meeting goals
Crisis intervention
Crisis response
Equipment &/or modifications
Specialist advice
Determine risk:
Low
Medium
High
For example:
Agency risk
Client risk
Community risk
Program risk
Including:
Alerts documented in case
file and/or case management
software
Allocate case
Assessment tools
Engage Client
Gather
information
Analyse
information
Identify &prioritise
needs (current &
future)
Standard One – Assessing Phase
Note: Where a reference is made to a Client this may also refer to the Client Representative
Diagram 3
Validated tools may include:
Demographics & background
Employment & socioeconomic class
Need for longer term support
Past medical history & background
Previous agency involvement
Psychosocial & behavioural health
Psychosocial support systems
Including:
Introduce yourself as the Case Manager and describe your
role
Clarify Client’s understanding of the reason for referral
Clarify any issues regarding Client’s competency, including
any formal guardianship or administration orders
Check Client’s understanding of consent & rights &
responsibilities
Communicate criteria for disengagement
Provide information about the program (i.e. program outline
including limitations, fees, grievance & complaints process,
privacy & confidentiality policy, statutory &/or mandatory
reporting obligations)
Provide Client with contact information
Domains may include:
Clinical
Cognitive function
Court, Administrative or Regulatory Orders
Education
Employment history
Environment & safety
Functional assessment (ADLs & IADLs)
Immediate/acute needs
Medical (history, medications, hospitalisation)
Psychosocial
Socioeconomical
Special needs & Interests
Including
Client’s:
Aspirations
Choices
Expectations
Motivations
Needs
Preferences
Values