Case Management: Perspectives and Models
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Questions and Answers

What is the primary goal of case management according to the CMSA definition?

  • To provide short-term care for acute conditions
  • To reduce healthcare costs
  • To promote quality, cost-effective outcomes (correct)
  • To focus on mental health needs only
  • What type of care is emphasized in current health policies?

  • Systems-of-care and strength-based services (correct)
  • Acute care management
  • Long-term care facilities
  • Community-based services
  • What type of patients typically require case management services?

  • Those with acute conditions
  • Those with chronic diseases (correct)
  • Those with short-term care needs
  • Those with mental health needs only
  • What is a benefit of case management services?

    <p>Improved patient outcomes</p> Signup and view all the answers

    What is a common experience of patients with chronic conditions?

    <p>Fragmented and poorly coordinated care management</p> Signup and view all the answers

    What is one of the primary goals of effective case management?

    <p>To empower clients by providing them with relevant clinical information and resources</p> Signup and view all the answers

    What is a key benefit of working with allied health and clinical mental health case managers?

    <p>They offer additional explanation and coordination of healthcare for the individual client</p> Signup and view all the answers

    What type of services are case management services pertinent for?

    <p>Chronic conditions</p> Signup and view all the answers

    What type of care is often required by patients with chronic conditions?

    <p>Long-term care</p> Signup and view all the answers

    What is one of the challenges that clients may face in navigating the healthcare system?

    <p>The complexity of healthcare paperwork, instructions, prescriptions, and appointments</p> Signup and view all the answers

    Who do allied health and clinical mental health case managers often work alongside or in lieu of?

    <p>Family physicians</p> Signup and view all the answers

    What is a characteristic of case management services?

    <p>Collaborative process of assessment, planning, and facilitation</p> Signup and view all the answers

    What is a key objective of effective case management in terms of client participation?

    <p>To increase client participation in decision-making processes</p> Signup and view all the answers

    What is a potential benefit of effective case management in terms of resource management?

    <p>To provide clients with relevant resources and resource management strategies</p> Signup and view all the answers

    What is a key aspect of systems-of-care and strength-based practices in case management?

    <p>Applying systems-of-care and strength-based practices</p> Signup and view all the answers

    What is a key challenge that case managers may help clients navigate?

    <p>The complexity of healthcare paperwork and instructions</p> Signup and view all the answers

    What is the primary goal of case management?

    <p>To provide high-quality care while promoting efficient use of resources and services</p> Signup and view all the answers

    According to the American Occupational Therapy Association, what is the role of occupational therapists in case management?

    <p>Successful case managers</p> Signup and view all the answers

    What is a key concept of case management, as defined by the CMSA?

    <p>Holistic management of chronic and complex conditions</p> Signup and view all the answers

    In what year did the American Occupational Therapy Association publish the document 'The Occupational Therapist as Case Manager'?

    <p>1991</p> Signup and view all the answers

    What is a benefit of recognizing case management as a model of care that transcends professional affiliations?

    <p>Creating opportunities for interprofessional collaboration</p> Signup and view all the answers

    What is a key aspect of case management, as defined by the CMSA?

    <p>Holistic management of chronic and complex conditions</p> Signup and view all the answers

    What is a potential benefit of occupational therapists serving as case managers?

    <p>Increased efficiency in resource allocation</p> Signup and view all the answers

    What is a key concept in the educational premises and standards of occupational therapy programs?

    <p>Holistic management of chronic and complex conditions</p> Signup and view all the answers

    What is a necessary step in protecting clients' and patients' rights, according to HIPAA regulations?

    <p>Obtaining a signed release of information from the client</p> Signup and view all the answers

    What is a key aspect of the case management process in healthcare?

    <p>Considering the health status, needs, values, and wishes of the clients, their families, and caregivers</p> Signup and view all the answers

    What is a key principle of healthcare case management?

    <p>Using critical thinking and evidence-based knowledge</p> Signup and view all the answers

    What is the role of allied and clinical mental health case managers in the case management process?

    <p>Helping clients to progress through each phase of the case management process</p> Signup and view all the answers

    What is a key aspect of the systems-of-care and strength-based approaches in case management?

    <p>Considering the client's strengths and resources</p> Signup and view all the answers

    What is a key benefit of collaborating with allied and clinical mental health case managers?

    <p>Providing comprehensive and individualized care</p> Signup and view all the answers

    What is a key principle of healthcare case management in terms of the case manager's scope of practice?

    <p>Working within the ethical and legal realm of a case manager's scope of practice</p> Signup and view all the answers

    What is a key aspect of the case management process in healthcare, according to the CMSA definition?

    <p>Considering the client's health status, needs, values, and wishes</p> Signup and view all the answers

    What is a key responsibility of case managers implementing systems-of-care and strength-based interventions?

    <p>Conducting comprehensive assessments of client needs and expectations</p> Signup and view all the answers

    Who should be involved in developing a case management or clinical pathway plan?

    <p>The client, family, caregivers, and healthcare providers</p> Signup and view all the answers

    What is the primary goal of a case manager in acute care management?

    <p>To develop a discharge plan and coordinate community-based services</p> Signup and view all the answers

    What is a key aspect of community-based services?

    <p>Focusing on individualized, strength-based interventions</p> Signup and view all the answers

    What is a primary role of a case manager in long-term care facilities?

    <p>To coordinate services with healthcare providers</p> Signup and view all the answers

    What is a key benefit of public health insurance programs?

    <p>Increased access to community-based services</p> Signup and view all the answers

    What is a primary role of a private case manager?

    <p>To coordinate services with healthcare providers</p> Signup and view all the answers

    What is a key aspect of strength-based interventions?

    <p>Identifying and building on the client's strengths and abilities</p> Signup and view all the answers

    In acute care management, the primary goal of a case manager is to reduce hospital readmissions.

    <p>True</p> Signup and view all the answers

    Community-based services are usually provided in long-term care facilities.

    <p>False</p> Signup and view all the answers

    In long-term care facilities, case managers focus on patients with chronic conditions.

    <p>True</p> Signup and view all the answers

    Private case managers only work with patients who have public health insurance.

    <p>False</p> Signup and view all the answers

    Case managers in acute care management settings focus on reducing healthcare costs.

    <p>True</p> Signup and view all the answers

    Public health insurance programs do not cover community-based services.

    <p>False</p> Signup and view all the answers

    Private case managers only provide services in patients' homes.

    <p>False</p> Signup and view all the answers

    Long-term care facilities provide temporary care to patients.

    <p>False</p> Signup and view all the answers

    The primary goal of a case manager in acute care management is to reduce hospital readmissions.

    <p>True</p> Signup and view all the answers

    Case managers in community-based services primarily focus on providing medical equipment to clients.

    <p>False</p> Signup and view all the answers

    Private case managers are primarily responsible for managing clients' financial resources.

    <p>False</p> Signup and view all the answers

    Long-term care facilities often have dedicated case managers to support residents' specific needs.

    <p>True</p> Signup and view all the answers

    Public health insurance programs do not cover case management services.

    <p>False</p> Signup and view all the answers

    Allied health and clinical mental health case managers do not provide additional explanation and coordination of healthcare for clients.

    <p>False</p> Signup and view all the answers

    Effective case management only focuses on providing resources to clients.

    <p>False</p> Signup and view all the answers

    Case managers do not help clients navigate healthcare paperwork, instructions, prescriptions, and appointments.

    <p>False</p> Signup and view all the answers

    In acute care management, case managers primarily focus on short-term care planning.

    <p>True</p> Signup and view all the answers

    Community-based services are designed to support individuals in institutional settings.

    <p>False</p> Signup and view all the answers

    In long-term care facilities, case managers focus on assisting residents with daily living activities.

    <p>True</p> Signup and view all the answers

    Private case managers primarily work with individuals who have public health insurance.

    <p>False</p> Signup and view all the answers

    Case managers in acute care settings are responsible for conducting comprehensive assessments of patients' health and psychosocial needs.

    <p>True</p> Signup and view all the answers

    Community-based services are only available to individuals with chronic illnesses.

    <p>False</p> Signup and view all the answers

    Long-term care facilities primarily provide short-term rehabilitation services.

    <p>False</p> Signup and view all the answers

    Public health insurance programs often have limited coverage for case management services.

    <p>True</p> Signup and view all the answers

    The primary goal of case management is to provide short-term care for patients with chronic diseases.

    <p>False</p> Signup and view all the answers

    Community-based services focus on providing care to patients in institutional settings.

    <p>False</p> Signup and view all the answers

    Private case managers are responsible for developing case management plans for patients in long-term care facilities.

    <p>False</p> Signup and view all the answers

    Public health insurance programs do not provide coverage for case management services.

    <p>False</p> Signup and view all the answers

    The role of a case manager in acute care management is to provide long-term care to patients with chronic diseases.

    <p>False</p> Signup and view all the answers

    Case management services are only pertinent for patients with chronic diseases.

    <p>True</p> Signup and view all the answers

    Private case managers are not responsible for facilitating care coordination for patients with chronic diseases.

    <p>False</p> Signup and view all the answers

    Community-based services are not essential for patients with chronic diseases who require long-term care.

    <p>False</p> Signup and view all the answers

    In acute care management, the primary goal of a case manager is to reduce hospital readmissions.

    <p>True</p> Signup and view all the answers

    Community-based services are usually provided in long-term care facilities.

    <p>False</p> Signup and view all the answers

    In long-term care facilities, case managers focus on patients with chronic conditions.

    <p>True</p> Signup and view all the answers

    Private case managers only work with patients who have public health insurance.

    <p>False</p> Signup and view all the answers

    Case managers in acute care management settings focus on reducing healthcare costs.

    <p>False</p> Signup and view all the answers

    Public health insurance programs do not cover community-based services.

    <p>False</p> Signup and view all the answers

    Private case managers only provide services in patients' homes.

    <p>False</p> Signup and view all the answers

    Long-term care facilities provide temporary care to patients.

    <p>False</p> Signup and view all the answers

    What is the primary reason why clients may require professional help to navigate the healthcare system?

    <p>Complexity of healthcare paperwork, instructions, prescriptions, and appointments</p> Signup and view all the answers

    What is a key benefit of working with allied health and clinical mental health case managers?

    <p>Coordinated healthcare and resource management strategies</p> Signup and view all the answers

    What is a key aspect of effective case management in terms of client participation?

    <p>Encouraging client participation in decision-making processes</p> Signup and view all the answers

    What is a common experience of clients with chronic conditions in navigating the healthcare system?

    <p>Challenges in navigating healthcare paperwork and appointments</p> Signup and view all the answers

    What is a key benefit of recognizing case management as a model of care that transcends professional affiliations?

    <p>Enhanced coordination of healthcare services</p> Signup and view all the answers

    What is a key aspect of systems-of-care and strength-based approaches in case management?

    <p>Focusing on clients' strengths and resources</p> Signup and view all the answers

    What is a key benefit of collaborating with allied and clinical mental health case managers?

    <p>Enhanced coordination of healthcare services</p> Signup and view all the answers

    What is a key principle of healthcare case management in terms of the case manager's scope of practice?

    <p>Empowering clients to navigate the healthcare system</p> Signup and view all the answers

    What is the primary goal of a case manager in acute care management?

    <p>To facilitate patient navigation through the healthcare system</p> Signup and view all the answers

    What is a characteristic of community-based services?

    <p>Providing services in patients' homes</p> Signup and view all the answers

    In acute care management, what is a primary concern for case managers when working with patients with chronic conditions?

    <p>Coordinating care transitions</p> Signup and view all the answers

    What is the primary focus of case managers in long-term care facilities?

    <p>Managing chronic conditions</p> Signup and view all the answers

    What is a key characteristic of community-based services?

    <p>Delivering care in patients' homes or communities</p> Signup and view all the answers

    In long-term care facilities, what is a primary focus of case managers?

    <p>Patients with chronic conditions</p> Signup and view all the answers

    What is a benefit of public health insurance programs?

    <p>Covering community-based services</p> Signup and view all the answers

    What is a characteristic of private case management?

    <p>Providing services in patients' homes</p> Signup and view all the answers

    What is a key benefit of public health insurance programs?

    <p>Covering community-based services</p> Signup and view all the answers

    What is a primary role of a private case manager?

    <p>Offering services to patients in their homes or communities</p> Signup and view all the answers

    What is a key aspect of strength-based interventions in case management?

    <p>Identifying patients' strengths and resources</p> Signup and view all the answers

    What is a key benefit of recognizing case management as a model of care that transcends professional affiliations?

    <p>Promoting collaboration among healthcare professionals</p> Signup and view all the answers

    In acute care management, what is a key goal of case managers when working with patients with chronic conditions?

    <p>Reducing hospital readmissions</p> Signup and view all the answers

    What is a key aspect of the educational premises and standards of occupational therapy programs?

    <p>Paralleling the fundamental concepts of case management</p> Signup and view all the answers

    What is a key characteristic of private case management services?

    <p>Delivering care in patients' homes or communities</p> Signup and view all the answers

    In long-term care facilities, what is a key challenge that case managers may face?

    <p>Addressing fragmented care</p> Signup and view all the answers

    What is a necessary step in protecting clients' and patients' rights, according to HIPAA regulations?

    <p>Obtaining a signed release of information</p> Signup and view all the answers

    In which type of care setting do case managers focus on patients with chronic conditions?

    <p>Long-term care facilities</p> Signup and view all the answers

    What is a primary role of a private case manager?

    <p>Coordinating care for patients in their homes</p> Signup and view all the answers

    What is a key benefit of public health insurance programs?

    <p>Increasing access to community-based services</p> Signup and view all the answers

    In what type of care setting do case managers focus on reducing hospital readmissions?

    <p>Acute care management</p> Signup and view all the answers

    What is a key aspect of community-based services?

    <p>Coordinating care for patients in their homes</p> Signup and view all the answers

    What is a primary role of a case manager in long-term care facilities?

    <p>Focusing on patients with chronic conditions</p> Signup and view all the answers

    What is a key aspect of private case management?

    <p>Coordinating care for patients in their homes</p> Signup and view all the answers

    What is the primary responsibility of case managers implementing systems-of-care and strength-based interventions?

    <p>Identifying the current and potential needs of the client in collaboration with healthcare providers</p> Signup and view all the answers

    Who should be involved in developing a case management or clinical pathway plan?

    <p>The client, family, caregivers, and healthcare providers</p> Signup and view all the answers

    What is the primary goal of a case manager in long-term care facilities?

    <p>Coordinating care for patients with complex needs</p> Signup and view all the answers

    What is a key benefit of public health insurance programs?

    <p>Increasing access to healthcare services for underserved populations</p> Signup and view all the answers

    What is a primary role of a private case manager?

    <p>Coordinating care for patients in their homes</p> Signup and view all the answers

    What is a key aspect of strength-based interventions in case management?

    <p>Identifying and building on clients' strengths and resilience</p> Signup and view all the answers

    What is a key aspect of community-based services?

    <p>Coordinating care for patients in their homes and communities</p> Signup and view all the answers

    What is a key principle of healthcare case management?

    <p>Collaborating with clients, families, and healthcare providers to coordinate care</p> Signup and view all the answers

    The primary goal of a case manager in acute care management is to improve patient satisfaction.

    <p>False</p> Signup and view all the answers

    In acute care management, a primary goal of a case manager is to increase hospital readmissions.

    <p>False</p> Signup and view all the answers

    Private case managers only provide services in patients' homes.

    <p>False</p> Signup and view all the answers

    Private case managers only provide services in patients' homes.

    <p>False</p> Signup and view all the answers

    Long-term care facilities provide temporary care to patients.

    <p>False</p> Signup and view all the answers

    Long-term care facilities provide temporary care to patients.

    <p>False</p> Signup and view all the answers

    Public health insurance programs do not cover community-based services.

    <p>False</p> Signup and view all the answers

    Public health insurance programs cover community-based services.

    <p>True</p> Signup and view all the answers

    Case managers in community-based services primarily focus on providing medical equipment to clients.

    <p>False</p> Signup and view all the answers

    Case managers in community-based services primarily focus on providing medical equipment to clients.

    <p>False</p> Signup and view all the answers

    Private case managers only work with patients who have public health insurance.

    <p>False</p> Signup and view all the answers

    Private case managers only work with patients who have public health insurance.

    <p>False</p> Signup and view all the answers

    In long-term care facilities, case managers focus on patients with acute conditions.

    <p>False</p> Signup and view all the answers

    In long-term care facilities, case managers focus on patients with chronic conditions.

    <p>True</p> Signup and view all the answers

    Case managers in acute care management settings focus on reducing healthcare costs.

    <p>False</p> Signup and view all the answers

    Case managers in acute care management settings focus on reducing medical errors.

    <p>False</p> Signup and view all the answers

    In acute care management, the primary goal of a case manager is to reduce hospital readmissions only.

    <p>False</p> Signup and view all the answers

    Community-based services are usually provided in long-term care facilities.

    <p>False</p> Signup and view all the answers

    Case managers in long-term care facilities only focus on patients with chronic conditions.

    <p>False</p> Signup and view all the answers

    Private case managers only work with patients who have public health insurance.

    <p>False</p> Signup and view all the answers

    Case managers in acute care management settings focus solely on reducing healthcare costs.

    <p>False</p> Signup and view all the answers

    Public health insurance programs never cover community-based services.

    <p>False</p> Signup and view all the answers

    Private case managers only provide services in patients' homes.

    <p>False</p> Signup and view all the answers

    Long-term care facilities provide temporary care to patients.

    <p>False</p> Signup and view all the answers

    In acute care management, the primary goal of a case manager is to improve quality of life.

    <p>False</p> Signup and view all the answers

    Community-based services are exclusively provided in patients' homes.

    <p>False</p> Signup and view all the answers

    Long-term care facilities provide temporary care to patients with chronic conditions.

    <p>False</p> Signup and view all the answers

    Public health insurance programs always cover community-based services.

    <p>False</p> Signup and view all the answers

    Private case managers only work with patients who have private health insurance.

    <p>False</p> Signup and view all the answers

    Case managers in long-term care facilities exclusively focus on patients with mental health needs.

    <p>False</p> Signup and view all the answers

    The primary goal of a case manager in acute care management is to reduce healthcare costs.

    <p>False</p> Signup and view all the answers

    Private case managers provide services in a variety of settings, including patients' homes and long-term care facilities.

    <p>True</p> Signup and view all the answers

    In acute care management, the primary goal of a case manager is to reduce hospital readmissions because it is a cost-effective approach.

    <p>False</p> Signup and view all the answers

    Community-based services are usually provided in long-term care facilities for patients with chronic conditions.

    <p>False</p> Signup and view all the answers

    Private case managers only work with patients who have public health insurance programs that cover community-based services.

    <p>False</p> Signup and view all the answers

    Long-term care facilities provide temporary care to patients who need rehabilitation services.

    <p>False</p> Signup and view all the answers

    Public health insurance programs do not cover community-based services for patients with chronic conditions.

    <p>False</p> Signup and view all the answers

    Private case managers provide services in patients' homes, hospitals, and community-based settings.

    <p>True</p> Signup and view all the answers

    Case managers in long-term care facilities focus on providing medical equipment to clients with chronic conditions.

    <p>False</p> Signup and view all the answers

    Case managers in community-based services primarily focus on providing rehabilitation services to clients.

    <p>False</p> Signup and view all the answers

    Study Notes

    Case Management: Historical, Current, and Future Perspectives

    • Case management aims to provide patients with the highest quality of care while promoting efficient use of resources and services.

    Historical Development of Case Management

    • In 1991, the American Occupational Therapy Association (AOTA) published a document stating that occupational therapists can serve as case managers.
    • Research by Baldwin and Fisher (2005) found that occupational therapy programs paralleled the fundamental concepts of case management as defined by the Case Management Society of America (CMSA).

    Definition of Case Management

    • The CMSA (2010) defines case management as a collaborative process of assessment, planning, facilitation, care coordination, evaluation, and advocacy for options and services to meet an individual's and family's comprehensive health needs.

    Role of Case Managers

    • Case managers work alongside or in lieu of family physicians, offering additional explanation and coordination of healthcare for individual clients.
    • They empower clients by providing relevant clinical information, support, resources, and resource management strategies.
    • Case managers are expected to conduct comprehensive assessments, identify current and potential needs, and develop case management or clinical pathway plans.

    Systems-of-Care and Strength-Based Approaches

    • Current health policies emphasize the need for systems-of-care and strength-based services to provide integrated and coordinated care for patients with chronic diseases.
    • Case managers implementing these approaches are expected to fulfill specific responsibilities, such as conducting comprehensive assessments and identifying client needs.

    Confidentiality and HIPAA Regulations

    • HIPAA regulations require a signed release of information from the client as a necessary step in protecting clients' and patients' rights.
    • Professional collaboration is generally encouraged, but case managers must work within the ethical and legal realm of their scope of practice.

    The Case Management Process

    • Allied and clinical mental health case managers help clients progress through each phase of the case management process, considering the health status, needs, values, and wishes of clients, their families, and caregivers within the service-provider policy framework.

    Case Management: Historical, Current, and Future Perspectives

    • Case management aims to provide patients with the highest quality of care while promoting efficient use of resources and services.

    Historical Development of Case Management

    • In 1991, the American Occupational Therapy Association (AOTA) published a document stating that occupational therapists can serve as case managers.
    • Research by Baldwin and Fisher (2005) found that occupational therapy programs paralleled the fundamental concepts of case management as defined by the Case Management Society of America (CMSA).

    Definition of Case Management

    • The CMSA (2010) defines case management as a collaborative process of assessment, planning, facilitation, care coordination, evaluation, and advocacy for options and services to meet an individual's and family's comprehensive health needs.

    Role of Case Managers

    • Case managers work alongside or in lieu of family physicians, offering additional explanation and coordination of healthcare for individual clients.
    • They empower clients by providing relevant clinical information, support, resources, and resource management strategies.
    • Case managers are expected to conduct comprehensive assessments, identify current and potential needs, and develop case management or clinical pathway plans.

    Systems-of-Care and Strength-Based Approaches

    • Current health policies emphasize the need for systems-of-care and strength-based services to provide integrated and coordinated care for patients with chronic diseases.
    • Case managers implementing these approaches are expected to fulfill specific responsibilities, such as conducting comprehensive assessments and identifying client needs.

    Confidentiality and HIPAA Regulations

    • HIPAA regulations require a signed release of information from the client as a necessary step in protecting clients' and patients' rights.
    • Professional collaboration is generally encouraged, but case managers must work within the ethical and legal realm of their scope of practice.

    The Case Management Process

    • Allied and clinical mental health case managers help clients progress through each phase of the case management process, considering the health status, needs, values, and wishes of clients, their families, and caregivers within the service-provider policy framework.

    Case Management: Historical, Current, and Future Perspectives

    • Case management aims to provide patients with the highest quality of care while promoting efficient use of resources and services.

    Historical Development of Case Management

    • In 1991, the American Occupational Therapy Association (AOTA) published a document stating that occupational therapists can serve as case managers.
    • Research by Baldwin and Fisher (2005) found that occupational therapy programs paralleled the fundamental concepts of case management as defined by the Case Management Society of America (CMSA).

    Definition of Case Management

    • The CMSA (2010) defines case management as a collaborative process of assessment, planning, facilitation, care coordination, evaluation, and advocacy for options and services to meet an individual's and family's comprehensive health needs.

    Role of Case Managers

    • Case managers work alongside or in lieu of family physicians, offering additional explanation and coordination of healthcare for individual clients.
    • They empower clients by providing relevant clinical information, support, resources, and resource management strategies.
    • Case managers are expected to conduct comprehensive assessments, identify current and potential needs, and develop case management or clinical pathway plans.

    Systems-of-Care and Strength-Based Approaches

    • Current health policies emphasize the need for systems-of-care and strength-based services to provide integrated and coordinated care for patients with chronic diseases.
    • Case managers implementing these approaches are expected to fulfill specific responsibilities, such as conducting comprehensive assessments and identifying client needs.

    Confidentiality and HIPAA Regulations

    • HIPAA regulations require a signed release of information from the client as a necessary step in protecting clients' and patients' rights.
    • Professional collaboration is generally encouraged, but case managers must work within the ethical and legal realm of their scope of practice.

    The Case Management Process

    • Allied and clinical mental health case managers help clients progress through each phase of the case management process, considering the health status, needs, values, and wishes of clients, their families, and caregivers within the service-provider policy framework.

    Case Management: Historical, Current, and Future Perspectives

    • Case management aims to provide patients with the highest quality of care while promoting efficient use of resources and services.

    Historical Development of Case Management

    • In 1991, the American Occupational Therapy Association (AOTA) published a document stating that occupational therapists can serve as case managers.
    • Research by Baldwin and Fisher (2005) found that occupational therapy programs paralleled the fundamental concepts of case management as defined by the Case Management Society of America (CMSA).

    Definition of Case Management

    • The CMSA (2010) defines case management as a collaborative process of assessment, planning, facilitation, care coordination, evaluation, and advocacy for options and services to meet an individual's and family's comprehensive health needs.

    Role of Case Managers

    • Case managers work alongside or in lieu of family physicians, offering additional explanation and coordination of healthcare for individual clients.
    • They empower clients by providing relevant clinical information, support, resources, and resource management strategies.
    • Case managers are expected to conduct comprehensive assessments, identify current and potential needs, and develop case management or clinical pathway plans.

    Systems-of-Care and Strength-Based Approaches

    • Current health policies emphasize the need for systems-of-care and strength-based services to provide integrated and coordinated care for patients with chronic diseases.
    • Case managers implementing these approaches are expected to fulfill specific responsibilities, such as conducting comprehensive assessments and identifying client needs.

    Confidentiality and HIPAA Regulations

    • HIPAA regulations require a signed release of information from the client as a necessary step in protecting clients' and patients' rights.
    • Professional collaboration is generally encouraged, but case managers must work within the ethical and legal realm of their scope of practice.

    The Case Management Process

    • Allied and clinical mental health case managers help clients progress through each phase of the case management process, considering the health status, needs, values, and wishes of clients, their families, and caregivers within the service-provider policy framework.

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    Explore the evolution of case management, from historical to current and future perspectives, and its impact on patient care and resource allocation. Understand how this model of care promotes quality service while optimizing resource use.

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