Case Management Final Exam Study Guide
(CHAPTER 1) Case Management Definition - answer-A creative, collaborative process
involving planning assessment, coordination, teaching, modeling and advocacy that aim to
enhance the optimum social functioning of the client served and positive outcomes for ...
(CHAPTER 1) Case Management Definition - answer✔-A creative, collaborative process
involving planning assessment, coordination, teaching, modeling and advocacy that aim to
enhance the optimum social functioning of the client served and positive outcomes for the
agency
Types of Agencies that Provide Case Management Services... - answer✔-Child welfare,
hospitals, schools, Nursing homes, inpatient or outpatient mental health, drug and alcohol,
vocational services, juvenile detention programs, homeless shelters, & criminal justice system
Vulnerable populations case managers provide services to... - answer✔-Older adults,
-clients with chronic mental illness,
-clients with physical disabilities,
-LGBTQ+
-clients struggling with substance abuse,
-those who have experienced trauma,
-clients who have been abused or neglected,
-those involved with criminal justice system
Voluntary, non-voluntary, and involuntary clients - answer✔1. Voluntary
-Client comes on their own and asks for help
2. Non-voluntary
-Client is coming because of pressure to come
EX: child brought by other due to behavior
OR wife tells husband to come or she will leave him
-Court orders them to participate in program
EX: juvenile delinquency, rehabilitation services
3 Phases of case management:
Assessment, Planning, Implementation - answer✔Assessment:-study of client and their
environment-initial contact is starting point for assessing info. about client
EX- completing forms, gathering insurance info.
Planning:-determining future service delivery in organized way-what services will be provided
and how they're arranged-provide them with proper evaluations
Implementation:-service plan is carried out and evaluated-monitoring services at this phase, see
effectiveness
Advocacy - answer✔-The act or process of representing the interests of the client and teaching
the client to advocate for him/herself
Continuity of Care - answer✔-Delivering uninterrupted care to patient from the moment they go
through intake, to termination
-Maintain relationship with client's family
Client Empowerment - answer✔-Respecting clients as individuals, building on their strengths
and interests, moving them towards self-sufficiency
-All individuals regardless of disability, have integrity and worth
Self-Determination - answer✔-Allowing clients to chose goals and interventions
-Includes respect for the client and their need of services
-Clients may need to be taught decision-making or problem-solving skills
(CHAPTER 2) Deinstitutionalization in the 1970s and the impact on Case Management -
answer✔-Had positive and negative impacts...
Positive:
-released individuals who were forced to stay in psychiatric institutions
Negatives:
-people were homeless once released, some require isolation for treatment
Social Security Act - answer✔-Established SSI programs
-Cash income to low-income person with a disability (or mental illness)
-For children and adults
Older American Act - answer✔-Aimed at providing comprehensive services for older adults
-Established in 1965
Medicare and Medicaid - answer✔Medicare:
-Fed. health insurance plan for people over 65
-Certain young people with disabilities and End Stage Renal Cancer also apply
-Covers medical services and in-home care (hospice)
Medicaid:
-Fed. health insurance program that helps people with low-income and resources receive medical
services
-Depends on income unlike Medicare
Utilization Review - answer✔-Authorizing and denying services
-Process claims through insurance company
(CHAPTER 3) Roles in case management:
Advocate, broker, coordinator, consultant, cost containment - answer✔1. Advocate
-speaks on behalf of clients when they are unable to do so. The case manager represents the
interests of the client, helping to gain access to services or improve their quality
-@ organizational level, the case manager serves as a community organizer who influences the
policies that control eligibility and access to service
2. Broker
-role in which the case manager links client with needed services
-broker helps the client choose the most appropriate service and negotiates the terms of service
delivery
3. Coordinator
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