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National Standards of Practice for Case Management
SATISFACTORY
BELOW SATISFACTORY
CM undertakes comprehensive assessment in partnership
with Client to ascertain agreed Client goals and care plan.
No comprehensive assessment is completed by CM. There
is no demonstrable link between the Client’s goals and the
CM’s assessment.
CM explains goal setting and review processes to Client as per
program/agency guidelines.
CM is unable to explain how goal setting and review
processes were discussed with Client.
CM has well stated/documented goals, strategies, timeframes,
responsibilities and outcomes.
Goals are not adequately constructed. Goals are absent/not
recorded.
Client provides Client with a copy of the agreed goals/care
plan including timelines for review and person responsible for
actions.
There is no documentary evidence by CM to show that the
Client has been given a copy of agreed goals/care plan.
Client works in partnership with the CM regarding
responsibility to carry out actions to achieve goals.
All actions are the CM’s, regardless of ability of Client to
contribute.
2E
Document Client goals (including measurable criteria) to determine the effectiveness of the interventions
provided.
STANDARD 2 – PLANNING
Self Assessment
Satisfactory
Below satisfactory
Verified Assessment
Satisfactory
Below satisfactory