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

CM does not discuss with Client the priority areas identified from assessment [S1C] No evidence of validated tools within assessment [S1C] CM practises outside of professional scope or job role [S1C] CM does not comply with agency/ program guidelines [S1D] No provision of information. CM provides information in a format that does not meet the Client’s special needs [S1D] CM does not respond to prompts [S1D] CM undertakes risk assessments outside their professional scope of practice and/or qualifications/expertise [S1E] CM does not attain prior risk assessment documentation (if any). CM does not initiate risk assessment [S1E] CM is unaware of the Client’s quality of life to assist in needs identification and planning [S1G] CM is not required or mandated to hold a valid professional licence/certificate for the role [S1I] No comprehensive assessment is completed by CM. There is no demonstrable link between the Client’s goals and the CM’s assessment [S2E] CM does not adequately assess for changes in Client quality of life [S4D] Standard 1A – 1E, Standard 1G, Standard 1L The CM clarifies that the Client has understood the reason for the referral and the case management process [S1A] Before obtaining consent, the CM clarifies any issues regarding the Client’s level of competency and includes any formal guardians [S1A] The CM explains the aims and objectives of the CM program to the Client, including any limitations, in order for the Client to make informed choices [S1A] The CM seeks feedback from the Client to confirm the Client’s knowledge and understanding of their rights and responsibilities [S1A] Documentation by the CM demonstrates the CM has obtained the Client’s informed consent at the commencement of the program. The CM facilitates an alternative option for a Client who is unable to sign a consent document [S1A] Skilled Documentation by the CM demonstrates the facilitation of Client research, interviews and the acquisition of information (including previous assessments and referral information) to establish the factual basis to proceed with the assessment [S1B] The Client’s perception of their own needs forms the basis of the assessment process [S1C] A comprehensive assessment is undertaken by the CM in accordance with the program/agency guidelines and eligibility criteria [S1C] The Client and CM prioritise agreed areas resulting from the comprehensive assessment [S1C] The CM applies the use of validated tools to support the comprehensive Client 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 CM identifies prompts from referral sources and key stakeholders to indicate that the Client may have a diverse and/or special need/s [S1D] The CM incorporates a comprehensive assessment model to identify the Client’s individual, diverse and/or special needs [S1D] The CM complies with all agency/program guidelines in regard to the identification and assessment of the Client’s individual, diverse and/or special needs [S1D] The CM completes a risk assessment in accordance with the program/agency guidelines and within their professional scope of practice and/or qualifications/expertise and/or position description [S1E] The CM collects information regarding the Client’s current ‘quality of life’ and uses this information to support planning directions [S1G] The CM seeks feedback of the Client’s understanding of the complaints/appeals process [S1A] The CM seeks the Client’s informed consent for the dissemination of Client information [S1B]

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National Skill Set for Effective Case Management Workbook

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Chapter One