Case Management Assessment Template

The case management assessment template allows social workers to gather comprehensive information about their clients and ensures they are receiving appropriate care. This process also provides the foundation for the case manager to develop a treatment plan that is best suited to the client’s needs and goals.

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Client Information

In the screening phase, you gather key information about a client to determine whether they need health and human services (case management). You collect this information telephonically or face-to-face with your clients, their support system, and clinicians involved in their care.

The assessment phase involves constructing a comprehensive understanding of a client’s needs, goals, and risks to success using information you gathered from screening and your own observations.

During this stage, you identify the areas of need and create strategies to address them.

The service planning phase entails the implementation, coordination, and monitoring of a client’s plan of action. It includes setting goals with clients, their support systems, and healthcare providers, identifying resources and programs that can help them, and documenting and sharing key information about them on an ongoing basis. It also includes seeking feedback and evaluating the outcomes of services and programs.

Social History

Defining social history is like splitting the hairs of Clio’s raiment. Yet it seems likely that, at least as a scholarly discipline, it will survive the retrenchment that has hit every other area of historical study. This is because it has proved so popular and has been able to enlarge the range of its concerns beyond either the squirarchy or the rootless poor, from conspicuous consumption to crises of subsistence.

The broader concern of social history is that deep-rooted economic and social factors are the principal agents of historical change. As long as this remains a concern it will have a role to play. It may even have a wider appeal than at present. Its popularity demonstrates that the public is increasingly interested in history that reflects their experience. It is not easy to imagine that such history can be defined as anything other than ‘history of the people with the politics left out’. Fortunately, the best practitioners spend more time doing social history than trying to define it.

Functional Status

In case management, the goal is to help clients manage their health conditions and their needs in a way that leads to better outcomes. This may involve re-assessing a client’s functional status or planning for new services to match their evolving circumstances.

Assessments of a patient’s functional capability can aid in predicting rehabilitation potential, caregiving capacity, and prognosis (1). Several validated functional status scales are available to assess patients’ capabilities and their levels of functioning.

While clinics’ processes for assessing functional status vary, some features are common. They include collecting and recording data about a client’s ability to function independently, communicate, and perform daily tasks. They also incorporate a set of questions or items related to the client’s specific situation. These questions often include both categoric response options and free-text fields, with some including an option for additional notes. These details can be used to determine a client’s level of functionality and the intensity of their care.

Additional Information

The assessment phase of case management involves gathering important client information to establish a strategy for providing care. This includes a review of the client’s medical history and current health status, identifying risk factors, and their ability to interact with services. Gathering this data usually requires a telephonic or face-to-face discussion with the client, their support system, and their physicians.

In the service planning stage of case management, the goal is to develop a plan that will help clients achieve their stated goals and improve their quality of life. This usually includes a set of actionable next steps, a timeline, and specific outputs or outcomes.

A comprehensive case management software will allow you to collect and organize this information through automated processes, automatically generate reports and share them in accordance with industry standards. SignNow also ensures the document is legally compliant with eSignature laws, such as ESIGN, UETA, and eIDAS, while offering a number of other features that facilitate smooth completion of your case management assessment template.

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