case management concepts and processes

7/29/2019 Case Management Concepts and Processes

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CASE MANAGEMENT

CONCEPTSANDPROCESSES


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REPORT OUTLINE

A. Overview of Case Management

B. Stages of Case Management

Intake

Assessment-Checklists

-Ecomap

-Genogram

-Mental Status Examination


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OVERVIEWOF CASE

MANAGEMENT


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DEFINITIONOF CASE MANAGEMENTBY

NASW

Social work case management is a method ofproviding services whereby a professionalsocial worker assesses the needs of the client

and the clients family, when appropriate, andarranges, coordinates, monitors., evaluates,and advocates for a package of multipleservices to meet the specific clients complexneeds. Distinct from other forms of casemanagement, social work case managementaddresses both the individual clientsbiopsychosocial status as well as the state ofthe social system in which case managementoperates.


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CONTINUATION

Social work case management is both micro and

macro in nature: intervention occurs at both the

client and system levels. It requires the social

worker to develop and maintain a therapeutic

relationship with the client, which may includelinking the client with systems that provide him or

her with needed services, resources, and

opportunities. Services provided under the rubric of

social work case management practice may belocated in a single agency or may be spread across

numerous agencies or organizations.


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GOALSOF CASE MANAGEMENT

The primary goal of case management is to

optimize client functioning by providing quality

services in the most efficient and effective manner

to individuals with multiple complex needs. Like all

methods of social work practice, case managementrests on a foundation of professional training,

values, knowledge, theory, and skills used in the

service of attaining goals that are established in

conjunction with the client and the clients family,when appropriate.


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GOALSOF CASE MANAGEMENT

enhancing developmental, problem- solving, and

coping capacities of clients

creating and promoting the effective and humane

operation of systems that provide resources and

services to people

linking people with systems that provide them with

resources, services, and opportunities

improving the scope and capacity of the delivery

system

contributing to the development and improvement

of social policy.


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COMPONENTSOF SW CASE MANAGEMENT

coordination and monitoring of service delivery;

advocacy on behalf of the client including creating,

obtaining, or brokering needed client resources;

reassessment of the clients status; and termination of the case when services are no longer

warranted.

Source: NASW


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WHOISTHE CASE MANAGER?

The Registered Social Worker is the Case Manager

that functions significant role in the case

management process such as resource provider,

social broker, enabler, counselor/therapist, mediator

and advocate.


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STAGESOF CASE

MANAGEMENT


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B. STAGESOF CASE MANAGEMENT

Intake

Assessment

Planning

Implementation and Monitoring Evaluation and Termination


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INTAKE

The initial contact between the client and the case

manager. It is the process by which a potential

client achieves the status of a client.

It may come in different ways:

1. The client initiates the contact.

2. The client is referred to the worker or agency by

some interested or concerned party.

3. The agency, through the social worker reachesout to the (potential) clients and offers help.


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COMPONENTSOF INTAKE

Obtaining basic information about the client

Case history

Clarifying the presenting problem


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A good intake interview should provide the client

with adequate understanding of the agency and its

policy and program in relation to the need or the

problem, as well as the responsibilities and

obligation from both the client and the worker.


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ASSESSMENT

Assessment of the case is the hardest part of case

management. It differs from the perceived problem

of the client and it lies on the professional judgment

of the social worker. Assessment should be

biopsychosocial meaning all aspects should beviewed and it should be individualized.

It answers the question, Given what we know

about the clients problem or concern, whatneeds to be changed and how can it bechanged?


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CHARACTERISTICSOF ASSESSMENT

It is ongoing. Although it is the primary focus of the

early stages, it takes place throughout the helping

relationship. As new information becomes available,

new understanding of the client and the situation

develops, and becomes part of the ongoingassessment.

It focuses on the understanding the client in the

situation and in providing a base for planning and

action. It is a mutual process involving both client and the

worker.


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CHARACTERISTICSOF ASSESSMENT

There is a movement within the assessment

process.

Both horizontal and vertical exploration are

important.

Assessment identifies needs in situations, defines

problems, and explains their meanings and

patterns.

Assessment is individualized.

No assessment is ever complete.


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TOOLSFOR ASSESSMENT

Checklist

Ecological Map

Genogram

Mental Status Examination


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CHECKLIST

It is a tool which provides a set of meaningful

characteristics about a clients present functioning

indicators and future oriented characteristics are

also included. Altogether, this tool is about the

clients functioning in all aspects: physical, socio-emotional, behavioral, spiritual, educational,

aspirations and interests both positive and

negative.


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ECOLOGICAL MAPOR ECO-MAP

It is a simple paper-an-pencil simulation that hasbeen developed as an assessment, planning andintervention tool. This tool pictures the family orindividual in the life space and enables us to see

the client not as an isolated entity for study but as apart of a complex ecological system.

The Eco-Map focuses on the network of humanrelationships of an individual or family. It shows themajor systems that are a part of the familys life and

the nature of the family relationship with the varioussystems; it pictures the family and importantnurturantorconflict-laden connections between thefamily and the world.


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It demonstrates the flow of resources or the lacks

and deprivations. This mapping procedures

highlights the nature of the interfaces and points to

conflicts to be mediated, bridges to be built and

resources to be sought and mobilized.


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USESOF ECO-MAP

Its primary value is in its visual impact and its ability

to organize and present the concurrently not only a

great deal of factual information but also the

relationship between variables in a situation.


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GENOGRAM

A genogram (pronounced: jen-uh-gram) is a

graphic representation of a family tree that displays

detailed data on relationships among individuals. It

goes beyond a traditional family tree by allowing the

user to analyze hereditary patterns andpsychological factors that punctuate relationships.

Genograms allow a therapist and his patient to

quickly identify and understand various patterns in

the patient's family history which may have had aninfluence on the patient's current state of mind. The

genogram maps out relationships and traits that

may otherwise be missed on a pedigree chart.


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GENOGRAM

Genograms contain a wealth of information on thefamilies represented. First, they contain basic datafound in family trees such as the name, gender, date ofbirth, and date of death of each individual. Additionaldata may include education, occupation, major life

events, chronic illnesses, social behaviors, nature offamily relationships, emotional relationships, and socialrelationships. Some genograms also include informationon disorders running in the family such as alcoholism,depression, diseases, alliances, and living situations.

Genograms can vary significantly because there is nolimitation as to what type of data can be included. Agenogram can give you a more expansive view of theclients place in family history.


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CONSTRUCTING GENOGRAMS

Mapping the Family Structure- Graphic

representation of how difference family members

are biologically and legally related to one another

from one generation to the next.

Recording Family Information-Demographic,

Functional and Critical Family Events.

Delineating Family Relationships


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MENTAL STATUS EXAMINATION (MSE)

The mental status examination (MSE) forms one

component of the assessment of an individual. It

augments other assessment components such as

the history of the presenting problem and provides

cues as to what more detailed assessment needsto take place.

It is based on your observation of the client. It is the

way the person acts, talks and looks while in yourpresence.


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The mental status examination provides a way tostructure data about aspects of the individualsmental functioning. It typically follows a specificform followed by all health professionals with

observations recorded under headings.

Some data can be obtained informally, or whileobtaining other components of the persons history.However some questioning is usually needed. It

may be necessary to include some technical termswhen writing up the MSE but where possibleverbatim accounts of the persons speech andthought content should be used.


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MSE involves observation of the following:

1. General Appearance

2. Psychomotor behavior

3. Mood and Affect4. Speech

5. Cognition

6. Thought Pattern


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REFERENCES

www.socialworkers.org

http://www.genopro.com/genogram/

www.testandcalc.com

Training on Case Management Cum TechnicalDocumentation

Mendoza, Thelma L, (2002). Social Welfare and

Social Work. Philippines: Megabook Company.
http://www.socialworkers.org/http://www.socialworkers.org/


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Reported by:

Mary Grace Z. Blando, RSW

MSSW Student

case management concepts and processes

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