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CASE MANAGEMENT.ppt

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    CASE MANAGEMENTCASE MANAGEMENT

    ByBy

    Dr. Juliet K. Bucoy, RSW. MSSWDr. Juliet K. Bucoy, RSW. MSSW

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    I. DefinitionI. Definition

    First we have to know the definition ofFirst we have to know the definition of

    what is a case? case is a situation orwhat is a case? case is a situation or

    !ro"le#$s that has affected the condition!ro"le#$s that has affected the condition

    of the clients.of the clients.

    %he !erson who seeks hel! or need hel!%he !erson who seeks hel! or need hel!

    is called a client or &hel!ee'.is called a client or &hel!ee'.

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    What is Management?What is Management?

    (t is a #ethod or strate)y of service(t is a #ethod or strate)y of service

    !roviders and the #e#"ers of a!roviders and the #e#"ers of a

    #ana)e#ent tea# whose )oal is to hel!#ana)e#ent tea# whose )oal is to hel!

    the client*the client*find a)ency or co##unity resources*find a)ency or co##unity resources*

    and harnessin) client+s !otentials to "eand harnessin) client+s !otentials to "e

    a"le to arrive at a syste#atic o"ective anda"le to arrive at a syste#atic o"ective andsolution to the !ro"le#s "ein) !resentedsolution to the !ro"le#s "ein) !resented

    "y the client."y the client.

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    Case managementCase management

    is hel!in) or assistin) one another.is hel!in) or assistin) one another.

    %he conce!t of case #ana)e#ent is a%he conce!t of case #ana)e#ent is a

    tea# effort towards solution of a !articulartea# effort towards solution of a !articular

    !ro"le# or as the case #ay"e.!ro"le# or as the case #ay"e.

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    The approach of case management isThe approach of case management is

    psychosocial.psychosocial.

    (t deals with the #ind, attitude, feelin)s,(t deals with the #ind, attitude, feelin)s,

    actions, needs, and ca!acity of the clientactions, needs, and ca!acity of the client

    to see and act on his$her !ro"le#s usin)to see and act on his$her !ro"le#s usin)

    the su!!ort of the co##unity, a)ency andthe su!!ort of the co##unity, a)ency andother i#!ortant !ersons in his$her life.other i#!ortant !ersons in his$her life.

    (t is i#!ortant that whatever solution is(t is i#!ortant that whatever solution is

    addressed to the !ro"le# the worker isaddressed to the !ro"le# the worker issure that the solutions are !art of thesure that the solutions are !art of the

    client+s total environ#ent.client+s total environ#ent.

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    II. CASE MANAGEMENT PINCIP!ESII. CASE MANAGEMENT PINCIP!ES

    ". T#ST.". T#ST. We cannot hel! a client ifWe cannot hel! a client if

    he$she does not trust us. %rust #ust "ehe$she does not trust us. %rust #ust "e

    esta"lished first "efore #ovin) on withesta"lished first "efore #ovin) on with

    the case #ana)e#ent.the case #ana)e#ent.

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    $. ACCEPTANCE.$. ACCEPTANCE. cce!t the clientcce!t the client

    what he $she is includin) stren)ths andwhat he $she is includin) stren)ths and

    weaknesses.weaknesses.

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    %. C&N'IDENTIA!IT(.%. C&N'IDENTIA!IT(. Res!ect theRes!ect the

    client+s !rivacy. ssure client thatclient+s !rivacy. ssure client that

    everythin) that he$she shares will "eeverythin) that he$she shares will "eke!t in the strictest confidence.ke!t in the strictest confidence.

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    ). C!IENT SE!'*DETEMINATI&N). C!IENT SE!'*DETEMINATI&N..

    %he client #akes his or her own decision%he client #akes his or her own decision

    a"out his or her own life. %he worker+sa"out his or her own life. %he worker+srole is to )ive o!tions or alternatives orrole is to )ive o!tions or alternatives or

    hel! the client e-!lore initiativeshel! the client e-!lore initiatives..

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    +. INDI,ID#A!I-ATI&N.+. INDI,ID#A!I-ATI&N. o twoo two

    !ersons are e-actly alike, so the client!ersons are e-actly alike, so the client

    should "e seen as a uni/ue individualshould "e seen as a uni/ue individualdifferent fro# the other !ersons.different fro# the other !ersons.

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    . N&N*/#DGMENTA!. A 0or1er2s. N&N*/#DGMENTA!. A 0or1er2s

    attit34e sho3l4 5e non*634gmental7attit34e sho3l4 5e non*634gmental7

    i.e.7i.e.7 avoid accusin) or "la#in) the clientavoid accusin) or "la#in) the client

    a"out his$her situation.a"out his$her situation.

    0ivin) and )enerali1in) co##ents a"out0ivin) and )enerali1in) co##ents a"out

    the client+s situation is likewise wron).the client+s situation is likewise wron).

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    8. P#P&SE'#! E9PESSI&N &'8. P#P&SE'#! E9PESSI&N &'

    'EE!INGS'EE!INGS. (t is "est for the worker to. (t is "est for the worker to

    !ose /uestions that #ay lead the client!ose /uestions that #ay lead the client

    to talk a"out his$her feelin)s andto talk a"out his$her feelin)s and

    concerns.concerns.

    %he worker should !ave the way so that%he worker should !ave the way so that

    the client will release feelin)s andthe client will release feelin)s ande#otions freely.e#otions freely.

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    :. C&NT&!!ED EM&TI&NA!:. C&NT&!!ED EM&TI&NA!

    IN,&!,EMENTIN,&!,EMENT. s #uch as !ossi"le. s #uch as !ossi"le

    the worker will not allow his$her feelin)sthe worker will not allow his$her feelin)s

    to "e carried away "y the situation of theto "e carried away "y the situation of the

    client.client.

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    III. CASE MANAGEMENT P&CESSIII. CASE MANAGEMENT P&CESS

    ". IDENTI'ICATI&N &' T;E P&

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    4auses of the !ro"le#*4auses of the !ro"le#*

    4lient+s efforts to co!e with !ro"le#s4lient+s efforts to co!e with !ro"le#s

    2!ast, !resent, !lanned3*2!ast, !resent, !lanned3*

    %he i##ediate !ro"le# as !erceived%he i##ediate !ro"le# as !erceived

    "y the client* as !erceived "y the"y the client* as !erceived "y theworker.worker.

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    $.$. GAT;EING DATAGAT;EING DATA

    %his is the sta)e where the client could see%his is the sta)e where the client could seehis$her !otentials and ca!acities as well ashis$her !otentials and ca!acities as well asweaknesses in addressin) the !ro"le#s "ein)weaknesses in addressin) the !ro"le#s "ein)#entioned*#entioned*

    5avin) initially identified the !resentin)5avin) initially identified the !resentin)!ro"le#, the worker !ro"es dee!er, in order to!ro"le#, the worker !ro"es dee!er, in order toknow the s!ecific !ro"le#, )ather data neededknow the s!ecific !ro"le#, )ather data neededto hel! the client, and know the underlyin)to hel! the client, and know the underlyin)

    !ro"le#*!ro"le#*6 %he relevant infor#ation is used for%he relevant infor#ation is used for

    dia)nostic assess#ent*dia)nostic assess#ent*

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    6 While the client is the #ain source of theWhile the client is the #ain source of the

    !ro"le#, other infor#ation fro# those who!ro"le#, other infor#ation fro# those who

    know hi#$her 2collateral infor#ation3 is alsoknow hi#$her 2collateral infor#ation3 is alsosou)ht*sou)ht*

    6 %he worker tries to understand the history of%he worker tries to understand the history of

    the client 2current "ehavior in the interview,the client 2current "ehavior in the interview,)enetic develo!#ent, "ehavior in relation to)enetic develo!#ent, "ehavior in relation to

    his$her life situation3*his$her life situation3*

    6 %he worker likewise tries to understand the%he worker likewise tries to understand the

    client+s !otential, li#itations, sources ofclient+s !otential, li#itations, sources ofstren)th and stress, resources for chan)e andstren)th and stress, resources for chan)e and

    "arrier to desired chan)e."arrier to desired chan)e.

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    %. DIAGN&STIC%. DIAGN&STIC

    ASSESSMENT=IMPESSI&NASSESSMENT=IMPESSI&N6 %his is a !rofessional state#ent of the%his is a !rofessional state#ent of the

    !ro"le# "ased on the data )athered!ro"le# "ased on the data )athered

    2!resentin)$i##ediate vs. underlyin)2!resentin)$i##ediate vs. underlyin)

    !ro"le# to "e worked out3*!ro"le# to "e worked out3*

    6 %he assess#ent includes the client+s%he assess#ent includes the client+s

    #otivation and ca!acity to relate and utili1e#otivation and ca!acity to relate and utili1e

    hel! 2assess#ent of stren)ths andhel! 2assess#ent of stren)ths andweakness3.weakness3.

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    6 %he worker a!!raises the e-tent and reasons%he worker a!!raises the e-tent and reasons

    why the client+s #otivation, ca!acity andwhy the client+s #otivation, ca!acity and

    o!!ortunities are inade/uate to su!!orto!!ortunities are inade/uate to su!!ort

    his$her 2client+s3 functionin)*his$her 2client+s3 functionin)*

    6 %he client is assisted in identifyin) and%he client is assisted in identifyin) and

    !rioriti1in) his$her !ro"le#s that need to "e!rioriti1in) his$her !ro"le#s that need to "e

    solved ri)ht away.solved ri)ht away.

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    ). Planning the Inter>ention Treatment). Planning the Inter>ention Treatment

    Plan= ecommen4ation@Plan= ecommen4ation@

    6 %his is a syste#atic a!!roach to !lannin) the%his is a syste#atic a!!roach to !lannin) theri)ht )oals and tar)ets to solve the client+sri)ht )oals and tar)ets to solve the client+s!ro"le#s.*!ro"le#s.*

    6 %his sta)e involves the for#ulation of a )oal that%his sta)e involves the for#ulation of a )oal thatrefers to so#e ty!e in i#!rove#ent of socialrefers to so#e ty!e in i#!rove#ent of socialfunctionin) or chan)e in the client+s lifefunctionin) or chan)e in the client+s lifesituation+s or !ro"le#s at hand*situation+s or !ro"le#s at hand*

    6%he choice of a )oal is influenced "y what the%he choice of a )oal is influenced "y what theclient wants, what the worker thinks is desira"leclient wants, what the worker thinks is desira"leand !ossi"le$realistic$attaina"le within a )ivenand !ossi"le$realistic$attaina"le within a )iven!eriod of ti#e in coordination with other!eriod of ti#e in coordination with other

    !ersons$!rofessionals.!ersons$!rofessionals.

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    +. IMP!EMENTATI&N AND+. IMP!EMENTATI&N AND

    E,A!#ATI&N &' P!ANSE,A!#ATI&N &' P!ANS

    6 (#!le#entation of !lan as a)reed u!on*(#!le#entation of !lan as a)reed u!on*

    6 4ase recordin) or writin) of !ro)ress notes*4ase recordin) or writin) of !ro)ress notes*

    6 7valuation of results to )uide worker in7valuation of results to )uide worker in

    deter#inin) the !ro)ress and e-tent of thedeter#inin) the !ro)ress and e-tent of the

    client+s develo!#ent.client+s develo!#ent.

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    . TEMINATI&N & '#T;E P!ANS. TEMINATI&N & '#T;E P!ANS

    6 %his sta)e #arks the cul#ination of the case%his sta)e #arks the cul#ination of the case#ana)e#ent !rocess*#ana)e#ent !rocess*

    6 4lient and worker deter#ine whether that4lient and worker deter#ine whether thatthe )oal and !lans had "een reached or not.the )oal and !lans had "een reached or not.

    (f these had not "een acco#!lished, or if(f these had not "een acco#!lished, or ifthe strate)ies have to "e sto!!ed, furtherthe strate)ies have to "e sto!!ed, furtherreview is needed that #ay include selectionreview is needed that #ay include selectionof other strate)ies*of other strate)ies*

    6 4ertain indicators #ust "e clarified and used4ertain indicators #ust "e clarified and usedto assess whether the case is to "eto assess whether the case is to "eter#inated or not and to #ake referral ifter#inated or not and to #ake referral if

    necessary.necessary.


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