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National Standards of Practice for Case Management
Actions
The activities/steps required to achieve a Client goal.
Action or care planning
A collaborative endeavour between the Case Manager and the Client and/or stakeholders to devise
a unique approach that meets the needs of the Client in a particular set of circumstances.
Action plan
Specification of the approach to be used and the actions or interventions to be taken by the Case
Manager and Client towards reaching the agreed goals of the care plan. May be part of the care
plan.
Advocacy
The activities associated with negotiating or representing on behalf of a person. May include
recommending, pleading the cause of another; to speak or write in favour of.
Agency/Organisation
An entity providing case management services.
Assessment
A systematic process of data collection and analysis involving multiple elements and sources.
Autonomy
Personal freedom, freedom of will, capacity to make choices or the ability to govern one’s own
actions.
Care coordination
(or implementation)
Is the execution by the Case Manager of the specific activities and interventions that are necessary
for accomplishing the agreed goals within a Client’s case management plan of care.
Care plan
A comprehensive plan that includes a statement of the agreed needs determined upon
assessment; agreed strategies to address the needs; measurable goals to demonstrate resolution
based upon the need; the time frame; the resources, services and supports available; and the
aspirations, choices, expectations, motivation, preferences and special needs of the Client.
Case Management
Is a process, encompassing a culmination of consecutive collaborative phases, that assist Clients
to access available and relevant resources necessary for the Client to attain their identified
goals. Key phases within the case management process include: Client identification (screening),
assessment, stratifying risk, planning, implementation (care coordination), monitoring,
transitioning and evaluation.
Case Management
Process
The manner in which case management functions (i.e. phases) are performed by the Case
Manager, including Client identification (screening), assessment, stratifying risk, planning,
implementation (care coordination), monitoring, transitioning and evaluation.
Case Manager
A person who provides a case management service.
Certification
A process by which the CMSA grants professional recognition to a Case Manager who meets the
pre-determined criteria as set forth by the CMSA.
Choice
The power, right or faculty of deciding between possibilities or a scope or field of possibilities.
Client
The individual who is at the centre of the case management process.
Client Centred Practice
A partnership between the Case Manager and Client in which the Client’s goals are given priority
during assessment and involvement. The Case Manager listens to and respects the Client’s
aspirations, choice, expectations, needs, preferences and values and adapts the intervention
accordingly. The Client actively participates in the process of negotiating goals for intervention and
decision making.
CMSA
Case Management Society of Australia and New Zealand.
CMSA National Code
of Ethics
Refers to the Values, Principles, Ethical Practice and Professional Conduct specific to all members
of the CMSA and to the profession of Case Management.
GLOSSARY