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

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Chapter Three