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21
National Standards of Practice for Case Management
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.
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 maintains responsibility and
justification for expenses by reviewing
the care plan, budget and expenditure
within the program guidelines.
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 is unable to demonstrate financial
management of budget to meet
Client goals within the budgetary
constraints.
Case Management program does not
have any direct Client brokerage.
CM secures additional one-off funding
from external sources to respond to a
specific Client need.
Alternative sources of funding are
identifiable but no application has
been made by the CM.
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.
2D
Develop and implement a care plan that is within the financial resources available to support the Client.
STANDARD 2 – PLANNING
Self Assessment
Satisfactory
Below satisfactory
Not applicable
Verified Assessment
Satisfactory
Below satisfactory
Not applicable