Exam Review
Case Management and
Service Coordination
Instructor: Dr. Dawn-Elise Snipes
Podcast Host: Counselor Toolbox, Happiness Isn’t Brain Surgery & The Addiction Counselor Exam Review
~ Define referral and service coordination within the context of case management
~ Explore why CM is necessary
~ Identify the different approaches to case management
~ Identify the CM role in service coordination
~ Define service planning
~ Identify challenges and solutions to collaboration
Service Coordination: Case Management
~ A client-level collaborative process designed to:
~ Help individuals access needed services
~ Select the most appropriate services
~ Facilitate linkage with those services
~ Promote continued retention in services by monitoring participation
~ Coordination of multiple services when necessary
~ Advocate for continued participation
Service Coordination: Case Management
~ Objectives of case management
~ Continuity of care
~ Accessibility:
~ Establish relationships with “gatekeepers”
~ Develop contracts or MOUs which specify
~ Available “slots”
~ Consequences for failure to implement specified activities/procedures
~ Accountability
~ Following up on the referral with client and referral resource
~ Measuring outcomes with
~ Client satisfaction
~ Client outcomes
~ Service system outcomes (i.e. reduction in cost to treat)
~ Efficiency “Know the system and make it work”
Service Coordination: Case Management
~ Necessary because of poor service coordination, lack of service continuity and difficulty of clients negotiating the gap between services
~ Structure
~ Case manager who acts as the human link between the client and service providers
~ Core agency
~ Develops contracts with providers for identified services
~ Controls case management funds
~ Acts as a single point of entry for clients
~ Develops missing service elements
Service Coordination: Case Management
~ Approaches
~ Intensive/Assertive Community Treatment
~ Comprehensive, multidisciplinary, community based
~ Growth
~ Paternalism
~ Clinical
~ Case manager provides many services including counseling
~ Stabilization
~ Strengths based
~ Focus on strengths and empowerment
~ Growth
~ Empowerment
Service Coordination: Case Management
~ Approaches
~ Brokerage
~ Coordinates services and provides few, if any services
~ Stabilization
~ Empowerment
~ Integrated
~ Family-focused, strength-based program that uses an independent facilitator to coordinate all relevant people, including providers, family and natural supports.
~ This team then works in partnership with the family to create a safety-based comprehensive plan addressing the needs of all family members.
~ Growth
Service Coordination: Case Management Principles
~ Offers a single point of contact for clients
~ Client-driven and strengths based
~ Involves advocacy
~ Between services with seemingly contradictory requirements to serve the best interests of the client
~ With agencies, families, legal systems and legislative bodies
~ May involve the recommendation of sanctions to encourage client compliance and motivation
~ Community based
~ Pragmatic “Where the client is”
~ Anticipatory based on the natural course of the client’s presenting issues
~ Flexible to individual needs
~ Culturally sensitive
Service Coordination: Case Manager’s Role
~ To coordinate, manage, link, advocate and support clients in their quest to maximize their quality of life and achieve as much independence as possible