CHCCSM005 Develop, Facilitate and Review All Aspects of Case Management
Overview
Case management is an important part of community services work. In this module, you will learn about the various considerations involved in planning, monitoring and reviewing all aspects of case management. By the end of this module, you will have developed the knowledge and the skills required to understand and facilitate case planning.
Trigger Warning
This module may include content that deals with sensitive and emotionally challenging topics. Some of the topics covered in this course may include trauma, abuse, addiction, mental health issues, and relationship difficulties. These topics may evoke strong emotions, memories, or reactions in some learners. It is important to prioritise your own self-care and seek support as needed.
If you feel uncomfortable or overwhelmed, please do not hesitate to reach out to your trainer, student services or a mental health professional for support. The following services may be helpful:
Introduction
Unit overview and outcomes - CHCCSM005 Develop, Facilitate and Review All Aspects of Case Management
SECTION 1: An Introduction to Case Management
This section will introduce you to the practice of case management. You will learn about the roles and responsibilities of a case manager, the stages of the case management process, and the key considerations involved in case management work.
Section 2: Developing an Appropriate Case Management Plan
In this section, you will learn how to develop an appropriate case management plan that reflects an initial assessment of a client’s needs. You will learn how to develop an action plan that integrates all relevant stakeholders and a range of strategies while considering resource allocation and the rights and responsibilities of all stakeholders in negotiating the agreed goals and operational processes.
Section 3: Conducting Case Management Meetings
In this section, you will learn about conducting case management meetings. You will learn how to facilitate information sharing and how to agree on the processes and boundaries for the delivery of services. You will also learn about the importance of exploring family and community needs and understanding the rights and responsibilities of both the client and the service/agency.
Section 4: Monitoring and Reviewing Case Work Activities and Processes
This section will explore the processes involved in effectively monitoring and reviewing the case management process, including how to negotiate changes to the case management plan. Additionally, you will learn how to complete the case management process using appropriate termination and case closure procedures.
Unit Title
CHCCSM005 – Develop, facilitate and review all aspects of case management
Unit Purpose
This unit describes the skills and knowledge required to undertake case management meetings to plan, monitor and review service provision.
Prerequisites
There are no prerequisites for this unit.
Resources/Readings
Readings A – G are located at the end of this module.
Suggested Hours
Although everyone will work at their own pace, we suggest you allow approximately 75 hours to complete this unit competently, including seminars, tutorials, assignments and any practical activities.
Time Frame
The recommended time frame this unit is 4 weeks.
Assessment
This unit will be assessed by completing the CHCCSM005 assessments and an associated practical assessment.
Upon completion of this unit, you should be able to:
| Element | Performance Criteria |
|---|---|
| 1. Determine appropriate response to case management in accordance with organisation and legislative requirements |
1.1 Develop and utilise case management processes in accordance with statutory requirements
1.3 Integrate appropriate cultural considerations into all aspects of case management planning
|
| 2. Conduct case management meetings |
2.1 Facilitate information sharing with the client and establish an appropriate rapport
|
| 3. Develop an appropriate case management plan |
3.1 Collaborate with the client to identify strengths, abilities and goals and develop an agreed approach to case management
3.7 Assist clients to set and achieve realistic targets for change or action and to take personal responsibility |
| 4. Monitor and review case work activities and processes |
4.1 Implement strategies to regularly monitor the effectiveness of case management processes against agreed goals, service provision and client and stakeholder satisfaction
|
Knowledge Evidence
The candidate must be able to demonstrate the essential knowledge required to effectively complete tasks outlined in the elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:
- Evidence based practice requirements
- Approaches to service delivery, including:
- Strength-based
- Rights-based
- Person-centred
- Needs-based
- Contemporary behaviour change models, practices and interventions
- Privacy and confidentiality
- Formal meeting processes
- Relevant organisation and regulatory standards, policy, procedures, legislation and statutory mandates
- Risks and responsibilities relating to duty of care for:
- Child protection
- Domestic violence
- Suicide
- Elder abuse
- Disabilities
- Considerations, protocols, history and special needs of diverse client populations, including:
- Culturally and linguistically diverse (CALD)
- Aboriginal and/or Torres Strait Islander people
- People with a disability
- Lesbian, gay, bisexual, transgender, intersex (LGTBI)
- People experiencing risk of homelessness
- Older people
- Children and young people
- Family structure, dynamics, communication and decision-making
- Relevant documentation protocols
- Monitoring and review processes
- Range of available services
- Rights, roles and responsibilities of people within the decision-making process
- The impact of value systems of worker, client and key stakeholders on outcomes
- Ways of addressing experience, skills, values and development of participants
Performance Evidence
The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of their job role. There must be evidence that the candidate has:
- Developed, facilitated and reviewed all aspects of case management for 3 clients
