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1
National Standards of Practice for Case Management
SCOPE AND PURPOSE OF THE STANDARDS
The profession of case management recognises the
inherent rights of Clients to professional and effective
case management services.
The Standards specify the minimum level of practice
(benchmark) to be attained by a Case Manager throughout
the casemanagement process andprovides the foundation
for a best practice framework and uniform approach for
practitioners throughout Australia.
CMSAmembersmake a commitment to read, understand,
utilise and apply the Standards within all professional
practice. This commitment is renewable through annual
membership and/or undertaking any certification
processes of the CMSA.
The Standards are not intended to detract from any
responsibilities which may be imposed by law or regulation.
INTERPRETATION OF THE STANDARDS
• in the Standards unless the contrary intention
appears: words in the singular include the plural
and words in the plural include the singular;
• where any word or phrase is given a defined
meaning, any other form of that word or phrase has
a corresponding meaning;
• headings are for convenience only and do not affect
interpretation of the Standards; and
• where a reference is made to the Client this may
also refer to the Client Representative.
APPLICATION OF THE STANDARDS
The Standards have been designed to encapsulate the full
case management process and the phases undertaken by
the Case Manager within this process. The overall process
is iterative and cyclical with phases being revisited by the
practitioner as necessary until the desired outcome is
achieved.
The Case Manager navigates each phase of the case
management process (as applicable) with careful
consideration of the Client’s individual, diverse and special
needs, including aspirations, choices, expectations,
motivations, preferences and values, and available
resources, services and supports.
Each Standard has a Rationale, Interpretation, Guidelines
and Self Assessment Framework (SAF).
The Standards should be applied by the Case Manager
in conjunction with the CMSA National Code of Ethics for
Case Management.
CASE MANAGEMENT DEFINITION
CMSA revised and adopted definition, 2010.
“Case management is a collaborative process of
assessment, planning, facilitation and advocacy for
options and services to meet an individual’s holistic
needs through communication and available resources to
promote quality cost-effective outcomes.”
CASE MANAGEMENT CONCEPTS
Client Centred
The Case Manager leads and facilitates Client-centred
practice in collaboration with the Provider (agency) and
Payer (funding body/key stakeholder).
Evidence Based
The Case Manager works within an evidence-based
practice framework providing effective and innovative
case management of the highest quality through the use
of the most contemporary, relevant and reliable evidence.
This approach recognises the contribution from numerous
sources including, butnot limitedto, contemporaryresearch
and theoretical knowledge, data and statistical information,
INTRODUCTION
Figure 1: CMSA Case Management Approach
Provider
Planning
Case
Manager
Payer
Client
Monitoring
Transitioning
Communication
Evaluation
Screening
Strengths
building
Collaboration
Implementing
Facilitation
Advocacy
Figure 2: Client Centred Case Management Model
Assessment
Strengths
based
Client
centred
Evidence
based
Holistic
Inclusive
CMSA Case
Management
Approach