FL Case Management – Comprehensive
Study Guide
1. Foundations of Case Management
Client-centered, collaborative process.
Core functions: Assess, plan, implement, coordinate, monitor, evaluate.
Focus on improving outcomes while ensuring cost-effective service
delivery.
2. Client Assessment
Evaluate physical, behavioral, social, environmental, and financial
needs.
Identify strengths, barriers, and risk factors.
Conduct ongoing reassessments as conditions change.
3. Care Planning
Develop measurable, time-limited goals.
Identify services, responsible parties, and expected outcomes.
Monitor compliance and modify plan as needed.
4. Legal Responsibilities
Maintain confidentiality in accordance with HIPAA.
Follow Florida mandatory reporting laws.
Obtain informed consent for services.
Adhere to professional standards and agency policy.
5. Documentation Standards
Accurate, objective, and timely charting.
Document assessments, referrals, follow-ups, and outcomes.
Ensure documentation supports service decisions and continuity of
care.
