Course Title: Apply effective case management practice

National Element Code & Title:

CHCCM703A Apply effective case management practice

Performance Criteria:

4.1Use client-identified goals and needs assessment as basis for developing and agreeing plan of action
4.2Support person to make informed decisions, providing necessary information in a timely manner, reflecting understanding of their current situation, probable future situation and ensuing care needs
4.3Support and develop person's ability to independently access alternative resources to address identified needs
4.4Conduct research as required to establish an informed factual basis for formulating plan of action
4.5Evaluate any barriers that may restrict person's ability to meet identified goals and determine strategies to minimise their impact
4.6Ensure plan of action is within person's financial resources
4.7Network with appropriate professionals and organisations to maximise potential for achieving person's goals and addressing identified needs
4.8Convene and/or participate in case conferences with services providers and/or family carers and relevant others as required
4.9Seek and obtain person's consent before undertaking any referrals to other services and/or organisations
4.10Provide person with clear understanding of available services and choices, so they are an informed participant in all stages of case management process
4.11Document person's goals, including measurable criteria, as a basis for determining effectiveness of interventions provided

Performance Criteria:

2.1In conjunction with person, identify their needs as a basis for planning an intervention and identifying appropriate resources
2.2Document and confirm identified needs with person, using language that is understood by them
2.3Work with person to identify and analyse risk factors and determine needs that may have greater impact on their well being
2.4Estimate the level of case management support required to implement person's care plan and discuss this with those involved in aspects of case management

Performance Criteria:

5.1Regularly monitor planned services, support and resources against client-identified goals to ensure effective implementation of their care plan
5.2Ensure appropriate level of rapport and communication with client is maintained as required to support disclosure of information regarding delivery of services and resources in line with care plan
5.3Foster and support collaborative relationships between clients, carers, service providers and funding bodies to support people with complex needs
5.4Maintain professional rapport with service providers to enable objective discussion of case management plan, identification of problems and adjustment as necessary
5.5Advocate for service system improvements by identifying and communicating gaps and/or inadequate services to program managers
5.6Make adjustments to services, supports and resources as required to best meet person's needs
5.7Document and report to relevant organisation or funding body, likely implications from any variations to expected care plan

Performance Criteria:

6.1Undertake periodic reassessment and evaluation of outcomes against expected outcomes with reference to available evidence
6.2Obtain information from clients, service providers, funding bodies and case managers to determine progress and evaluate against identified goals in care plan
6.3Take into account adjustments made to services and resources to better address person's ongoing situation and changing needs
6.4Ensure evaluation includes determination of client satisfaction, comparison of costs against benefits received and assessment of quality and effectiveness of service delivery and case management components
6.5Work with person to evaluate ongoing support needs to meet their goals, including review of parameters for disengagement, where applicable
6.6Demonstrate accountability for adjustments to the care plan and associated financial outcomes
6.7Identify opportunities for person to maintain or develop independence within any aspects of their overall care
6.8Document and report quantifiable impacts experienced by person as a result of implementation of care plan and indicate how client-centred outcomes have been achieved

Performance Criteria:

1.1Confirm eligibility of persons for case management by matching client profile against service criteria
1.2Obtain person's consent to their involvement in case management, ensuring the client understands their rights and responsibilities
1.3Collect information about person, ensuring confidentiality and privacy and minimising any duplication
1.4Work with person to identify and prioritise their needs to inform more comprehensive assessment and to identify relevant goals that are achievable within an identified timeframe
1.5Recognise and respect person's right to self-determination within legal parameters
1.6Identify social, economic, housing, personal and family factors that may influence person's health, well being and level of dependence/independence
1.7Explain case management process to person, ensuring their understanding of relevant complaint/appeal processes and service criteria for disengagement
1.8Ascertain specific cultural needs of person as a basis for providing appropriate services and support for their development

Performance Criteria:

3.1Identify complex legal and ethical issues and questions pertaining to aspects of case management and resolve in line with organisation guidelines and regulatory requirements or seek appropriate resources to assist with their resolution as required
3.2Identify complex issues relating to funding of service provision and administer resources within relevant regulatory framework
3.3Ensure ethical standards are addressed to protect the autonomy, dignity, privacy and rights of individuals
3.4Advocate for client-oriented solutions to complex identified needs at service delivery and policy-making levels
3.5Draw on established collaborative relationships as required to provide care and optimise outcomes for clients with complex needs
3.6Use collaboration to generate innovative responses to meet person's needs where available solutions are not sufficient or effective
3.7Maintain strong up-to-date knowledge of available resources and services within the community and area of expertise

CHCCM702B: Implement goal directed care planning (E1, E2, E3, E4, E5, E6 and E7)

CHCCM703A: Apply effective case management practice. (E1, E2, E3, E4, E5, E6)

None prescribed