Case Management 101 – Study Guide
1. What Is Case Management?
Case management is a collaborative process that involves assessing,
planning, implementing, coordinating, monitoring, and evaluating services to
meet a client’s needs.
The primary goal is to improve outcomes while promoting cost-effective and
appropriate care.
2. Core Functions of Case Management
Assessment: Identify client needs, strengths, risks, and available
resources.
Planning: Develop measurable goals and action steps.
Implementation: Connect clients to services and resources.
Coordination: Collaborate with healthcare providers and community
agencies.
Monitoring: Track progress and adjust the care plan as needed.
Evaluation: Review outcomes and determine next steps.
3. Client Assessment
Evaluate physical, mental, emotional, social, and financial needs.
Identify barriers to care (transportation, housing, access).
Conduct reassessments regularly.
4. Care Planning
Create individualized and measurable goals.
Assign responsibilities and timelines.
Document all interventions and outcomes.
