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TABLE OF CONTENTS
Introduction
Scope and Purpose of the Standards.................................................................................... 1
Interpretation of the Standards.............................................................................................. 1
Application of the Standards.................................................................................................... 1
Case Management Definition................................................................................................... 1
Case Management Concepts.................................................................................................... 1
Guiding Principles of Case Management............................................................................. 3
Standards
Standard One
Case Identification (screening) and Assessment.................... 4
Standard Two Planning................................................................................................... 5
Standard Three Monitoring............................................................................................... 6
Standard Four Evaluation and Outcomes................................................................. 7
Diagrams
Diagram One Case Management Process.............................................................. 8
Standard One Case Identification (screening) Phase......................................... 8
Standard One Assessing Phase................................................................................... 9
Standard One Stratifying Risk (risk assessment) Phase................................... 9
Standard Two Planning Phase...................................................................................10
Standard Two Implementing (care coordination) Phase..................................10
Standard Three Monitoring Phase...............................................................................11
Standard Three Transitioning (transitional care) Phase.....................................11
Standard Three Disengagement and Feedback Phase.......................................12
Standard Four Evaluating Phase...............................................................................12
Self Assessment Framework (SAF)
Purpose of the Self Assessment Framework (SAF)......................................................13
Structure of the Self Assessment Framework (SAF)....................................................13
Application of the Self Assessment Framework (SAF)................................................13
Standard One Case Identification (screening) and Assessment..................14
Standard Two Planning.................................................................................................19
Standard Three Monitoring.............................................................................................24
Standard Four Evaluation and Outcomes...............................................................28
Glossary...........................................................................................................................................35