13 / 96
9
9
Chapter One
National Skill Set for Effective Case Management Workbook
Goals are not adequately constructed. Goals are absent/not recorded [S2E]
There is no documentary evidence by CM to show that the Client has been given a copy of agreed goals/care plan [S2E]
All actions are the CM’s, regardless of ability of Client to contribute [S2E]
CM shows no initiative in development or implementation of resources outside of mainstream service system [S2F]
CM documentation does not identify/support Client consultation [S2F]
CM cannot provide examples of seeking input from peers, etc [S2F]
Skilled
Standard 1C – 1D, Standard 1F – 1H, Standard 2A, Standard 2C – 2F
The Client and CM prioritise agreed areas resulting from the comprehensive assessment [S1C]
The CM identifies limitations in their professional scope of practice and/or qualifications/expertise and initiates a
referral of the Client to a suitably qualified individual/service for specialist expertise/input [S1C]
The agreed care plan developed by the CMand the Client incorporates the information acquired from the comprehensive
assessment [S1C]
The CM utilises formal/informal support and services (as applicable) to ensure effective communication with the Client
[S1D]
The CM documentation demonstrates the CM has accessed/utilised appropriate information and resources to meet the
Client’s individual, diverse and/or special needs [S1D]
The CM provides information to the Client in a format/language that is appropriate to the Client’s individual, diverse
and/or special needs [S1D]
The CM in partnership with the Client and key stakeholders prioritise risks and possible risk management strategies.
These risks and strategies are documented [S1E]
The CM informs key stakeholders of identified risk factors, including (as applicable) any issues regarding the Client’s
level of competency/capacity [S1E]
The CM in partnership with the Client and key stakeholders addresses any identified risks. The CM documents (as
applicable) the Client’s voluntary assumption of risk in accordance with the program/agency guidelines [S1E]
The CM adapts communication to meet the Client’s individual, diverse and/or special needs with due consideration to
the Client’s unique personal circumstances [S1F]
The CM documentation shows ongoing person centred planning and consultation with the Client and key stakeholders
(as applicable) [S1G]
The CM, in partnership with the Client, records and prioritises the Client’s agreed long-term and short-term goals [S1G]
The CM collects information regarding the Client’s current ‘quality of life’ and uses this information to support planning
directions [S1G]
The CM in partnership with the Client and key stakeholders facilitates referrals to alternative programs or settings
where the Client’s individual, diverse and/or special needs and goals can be met more appropriately [S1H]
Documentation by the CM demonstrates the provision of information to the Client about available resources, services
and supports (internal and/or external to the program) [S2A]
The CM demonstrates a sound knowledge of all available formal/informal resources, services and supports to meet the
Client’s identified needs and agreed goals [S2A]
The CM actively researches local and regional networks to enhance the CM’s knowledge of new and existing (funded/
non funded) resources, services, supports and folk systems to assist in the attainment of Client outcomes [S2A]
Documentation by the CM demonstrates ongoing communication with the Client concerning program service options,
including optional formal/informal resources, services and supports and eligibility requirements (as applicable) [S2A]
Documentation by the CM demonstrates the increasing self autonomy of the Client’s decisions and the Client’s initiative
in the instigation of actions to achieve their long-term and short-term goals [S2B]
The CM can provide examples of resources, services and supports the Client has arranged/accessed independent of the
CM [S2B]
Documentation by the CM demonstrates the involvement of key stakeholders to endorse and support Client
independence. The CM (as applicable) facilitates the referral of the Client to appropriate (formal/informal) services to
facilitate Client independence [S2B]