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Chapter Three
National Skill Set for Effective Case Management Workbook
17.
(a) (i) Provide an example of when you have initiated a referral of the client to an individual/agency for specialist
expertise/input; due to limitations in your professional scope of practice and/or qualifications/expertise.
(b) List the identified limitations in your practice.
(c) How did you identify the listed limitations?
(d) If you had not made the referral, describe the potential negative consequences for the: (i) client (ii) yourself
(iii) agency/program.
18.
List the key factors that may determine the frequency and level of contact you have with the: (i) client (ii) key
stakeholders.
19.
(a) When should you have a conversation with the client and/or key stakeholders about the disengagement
parameters for case management/program?
(b) List the key information that you would provide to the client and/or key stakeholders.
(c) Describe how you would communicate this information to the client and/or key stakeholders.
(d) Explain how you would verify that the client and/or key stakeholders understand this information.
(e) Explain how you would provide the evidence (proof) of this process.