Florida Case Management Certification –
Study Guide
1. Foundations of Case Management
Collaborative process: assess, plan, implement, coordinate, monitor,
and evaluate services.
Focus on improving client outcomes and ensuring cost-effective care.
Client-centered and interdisciplinary approach.
2. Client Assessment
Comprehensive evaluation of physical, behavioral, social, and financial
needs.
Identify risk factors, strengths, and barriers to care.
Use structured assessment tools and update regularly.
3. Care Planning
Develop individualized care plans with measurable goals.
Include interventions, timelines, and responsible parties.
Monitor compliance and adjust based on client progress.
4. Legal and Ethical Responsibilities
Protect confidentiality under HIPAA regulations.
Obtain informed consent prior to services.
Mandatory reporting of suspected abuse, neglect, or exploitation.
Apply ethical principles: beneficence, non-maleficence, autonomy,
justice, and fidelity.
5. Documentation Standards
Accurate, objective, and timely documentation.
Record assessments, interventions, referrals, and outcomes.
Maintain records for legal compliance and continuity of care.
