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National Standards of Practice for Case Management
STANDARD 1 – CASE IDENTIFICATION AND ASSESSMENT
SATISFACTORY
BELOW SATISFACTORY
NOT APPLICABLE
The Client’s perception of their own
needs is the base of the assessment
process.
Assessment does not reflect Client’s
perception of their own needs.
A comprehensive assessment is
completed according to the program/
agency guidelines and eligibility criteria.
A comprehensive assessment is
achieved outside of the program/
agency guidelines. No comprehensive
assessment is completed.
Client and CM prioritise agreed areas
resulting from the assessment.
Case Manager does not discuss with
Client the priority areas identified
from assessment.
CM applies the use of validated tools to
support comprehensive assessment.
No evidence of validated tools within
assessment.
No agency/program requirement
for the use of validated assessment
tools.
Referrals sent for expertise/input when
practise is outside of CM scope.
CM practises outside of professional
scope or job role.
The agreed care plan developed by the
CM and Client directly reflects the full
range of information available.
The care plan developed by the
CM and Client does not reflect the
information gathered.
1C
Identify and prioritise the Client’s initial needs to inform more comprehensive assessment once initial
screening is completed. The Case Manager and Client focus on areas within a defined model (appropriate for
the specific case management program), that may influence the Client’s holistic needs.
Self Assessment
Satisfactory
Below satisfactory
Not applicable
Verified Assessment
Satisfactory
Below satisfactory
Not applicable