Case
Management
week 1
SHSV 120
Rex Rempel, LICSW
Similarities between case management
& counseling
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Attitude
Relationship
Identity
Assessment
Goals
Termination
• Concerned with
mental/emotional
wellness
• Scheduled
• Skills, values,
knowledge
• Competence
• Ethics
Differences
Case management vs. Counseling
• Problem-solving
• Insight, bx change
• Whole life / big-picture focus
• Mental/emotional/bx
• Ongoing
• Short term
• In office & the community
• In office
• Outreach, check-back
• F/u on patient
• Advocacy & linkage
• Refer out
• Coordination of care
• Not involved
• Access to care
• Mental/emotional/bx
Differences
Case management
vs. Counseling
• Nurse, PT, OT, school, family, job
• Patient
• Interdisciplinary approach;
• Individualized
team
• Crisis intervention
• All education levels
• Drop-by & calls encouraged
• Referral
• Master’s +
• Scheduled meetings
1. Assessment
2. Planning
3. Implementation
4. Evaluation
5. Termination
What’s up doc?
What’ll we do?
Just do it.
How’d we do?
So long, farewell…
What’s up doc?
What’ll we do?
Just do it.
How’d we do?
So long, farewell…
Case
Management
week 2
SHSV 120
Rex Rempel, LICSW
Service systems
• AIDS/HIV Resources
• Mental Health Resources
• Alcohol/Drug Abuse Treatment
• Psychiatric hospitalization process
• Resources for Domestic Violence
• Minority Resources, including
Resources
• Education/Training
• Resources for the Elderly
• Employment Resources
• Financial Resources
• Food Banks and Food Resources
(voluntary and involuntary)
resources for non-English speakers
• Resources for Offenders and Ex-
Offenders
• Resources for People with Physical
Disabilities
• Resources for Sexual Minorities, for
those who are GLBTQ
• Legal/Jail Information and Resources
• Transportation Services
• Medical, Dental, and Vision Resources
• Resources for Veterans
• Vocational programs
• Resources for Youth
Case
Management
week 3
SHSV 120
Rex Rempel, LICSW
What needs to happen during intake?
• Tuning in
• Documentation
• Environment
• Assessment
• Eligibility
• Goal setting &
• Match
• Information
gathering
care planning
• Follow-up
* Paperwork
* Understanding
them/situation
* Meeting
* Forming a team
* Trust- &
relationship-building
* Implementing the
plan.
Necessary
tasks when
you receive a
new client
Listening, responding & asking questions
• Active listening
• Broad to specific
• Checking accuracy
• Summarizing
• Asking permission to inquire
• Asking permission to share ideas
Raising difficult topics
• Why to ask
• Why not to ask
• Confrontation vs.
collaboration
Definitions
• Psychological: pertaining to the mind
• Psychosocial:
referring to a person’s psychological development in
and interaction with, a social environment.
• Psychosocial assessment:
an evaluation of a person's mental health, social stat
us, and functional capacity within the community, ge
nerally conducted by psychiatric social workers. The
purpose of a psychosocial assessment is to clearly
articulate specific problems in a person’s life that
may have a physical or psychological impact.
Definitions
• Biopsychosocial assessment: The
biopsychosocial assessment refers to
a series of questions asked at the
beginning of treatment of an
individual that obtain information
about the major physical (bio),
psychological, and social issues of the
individual. This approach is called
holistic because it posits that
separate issues are often related.
Definitions
• Person-in-environment approach: a practice-guiding
principle that highlights the importance of
understanding an individual and individual behavior in
light of the environmental contexts in which that person
lives and acts.
This perspective is based on the notion that an individual
and his or her behavior cannot be understood adequately
without consideration of the various aspects of that
individual’s environment (social, political, familial,
temporal, spiritual, economic, and physical). A person-inenvironment perspective is said to provide a more
adequate framework for assessing an individual and his or
her presenting problem and strengths than an approach
that focuses solely on changing an individual’s behavior or
psyche, or one that focuses solely on environmental
conditions.
Person-in-environment approach
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Alcohol/drug history
Intake content
Educational background
Vocational information
Family, friends and social supports
Life-style information
Living situation
Income / benefits / finances
Health
Spiritual / religious activity
Mental status
Strengths and weaknesses
Problems and needs for development of a treatment plan
Complete required documents for admission to a program
Obtain appropriately signed consents when soliciting from or providing
information to outside sources to protect client confidentiality and rights
1. Screening
2. Intake
assessment
3. Social history
4. ROIs
5. Consent /
authorization for
service
6. Rights &
responsibilities
7. Medical records
Necessary records
for a client file
Starting services
1. Service plans
2. Progress notes
3. Reviews/
Reassessments
4. Termination
summary
Necessary records
for a client file
Providing services
1. Screening
2. Intake
assessment
3. Social history
4. ROIs
5. Consent /
authorization for
service
6. Rights &
responsibilities
7. Medical records
Necessary records
for a client file
Starting services
Writing a social history
• Past & current life experience
• Development
• Purposes
• Critical events
• Shows individuals view of self
• Helps predict future behavior
• Identifies causes
• Identifies resources & barriers
• Significant people & groups
• Family
• Friends
• School
• Job
• Formal supports & treatment providers
• Sex
• Drugs
• Medical
• Psychiatric
• Legal
• Education
• Employment
• Recreation
Medical records/treatment records from other
service providers
• Potentially useful
(but not necessarily)
 Be selective
 Only relevant records
 Avoid duplication
• Do not have to be
maintained
 Can be destroyed
• Typed = Accurate?
Medical records/treatment records from other
service providers
• Cannot be released
 3rd-party materials
Medical records/treatment records from other
service providers
• Potentially useful (but not
necessarily)
 Be selective
 Only relevant records
 Avoid duplication
• Do not have to be maintained
 Can be destroyed
• Cannot be released
 3rd-party materials
• Typed = Accurate?
• Birth certificates, social
security cards, state ID, food
stamp card, shelter ID…
Case
Management
week 4
SHSV 120
Rex Rempel, LICSW