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

Documentation by the CM demonstrates communication with the Client concerning any program limitations and/or variations to resources, services and support; including disengagement [S3C] The CM demonstrates compliance with all agency/program statutory and/or mandatory reporting requirements and legislation [S3D] The CM can identify examples of statutory/mandatory reporting specific to their area of practice [S3D] Documentation by the CM demonstrates periodic risk stratification (risk assessment) and the implementation and review of interventions to enhance Client outcomes [S3D] Documentation by the CM demonstrates the communication of required statutory or mandatory reporting by the CM to the Client and/or key stakeholders, including the role and responsibilities of all parties [S3D] Documentation by the CMdemonstrates the CMmonitors compliance to legislation by the Client and/or key stakeholder/s and responds to any non compliance in accordance with the program/agency guidelines [S3D] The CM can demonstrate how they evaluate the Client’s self advocacy skills and/or support the Client to develop self advocacy skills. The CM facilitates access by the Client to resources, supports (informal/formal) and services for the support and development of the Client’s self advocacy skills [S3E] Documentation by the CM includes examples of the effective engagement of key stakeholders by the CM to advocate for Client specific needs [S3E] Documentation by the CM demonstrates Client reviews are undertaken in accordance with the agreed timeframes in the Client care plan and the program/agency guidelines. The CM demonstrates responsiveness to the Clients changing needs by adjusting the frequency of reviews as required and/or requested by the Client [S4A] Documentation by the CM demonstrates periodic reviews of the Client rights and responsibilities pursuant to the program/agency guidelines [S4A] The CM compares the expected outcomes documented within the Client’s goals against actual outcomes [S4A] The CM documents feedback from the Client and/or key stakeholders and uses this information to evaluate progress toward the Client’s goals or impacts on the Client’s experiences [S4A] Client outcomes are recorded by the CM in accordance with program/agency guidelines [S4A] Documentation by the CM demonstrates that the Client’s feedback and evaluation has been central to the review and adjustments to the agreed goals within the care plan [S4D] Documentation by the CM demonstrates that the Client’s goals have been met, including the transition of the Client to another setting, agency or disengagement [S4E] Documentation by the CM demonstrates the Client and key stakeholder’s feedback is sought and received by the CM in accordance with program/agency guidelines [S4E] CM does not discuss barriers or options with Client [S2C] CM not aware of any barriers [S2C] CM does not prepare Client for barriers [S2C] Care plan developed by CM with focus only on the available financial resources and not the Client’s goals and needs (including special needs) [S2D] CM is unable to justify rationale for expenditure of resources in relation to care plan and agreed goals [S2D] CM does not maintain accurate records [S2D] CM is unable to demonstrate financial management of budget to meet Client goals within the budgetary constraints [S2D] Alternative sources of funding are identifiable but no application has been made by the CM [S2D] CM does not discuss or review Client fees contributions in line with program/agency guidelines [S2D] CM does not discuss or disclose financial limitations of care plan [S2D] CM does not discuss privately paid options available to Client to procure additional services outside of the care plan [S2D] Standard 1A, Standard 2C, Standard 2D, Standard 3C, Standard 4C

7. Financial Acumen Unskilled

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National Skill Set for Effective Case Management Workbook

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Chapter One