© 2015 National Skill Set For Effective Case Management in AUS & NZ: Skills 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]

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National Skill Set for Effective Case Management Workbook

Chapter One