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  • Basic Components in Case Management

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    John Carlo Perez
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    This document outlines the basic components of an effective case management system: 1) Clear eligibility criteria and required documentation for clients, 2) Written procedures and workflows to standardize the process, 3) Clearly defined roles and responsibilities for personnel, 4) Identification of necessary internal and external resources, and 5) Comprehensive documentation standards for client records from intake to aftercare.

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    This document outlines the basic components of an effective case management system: 1) Clear eligibility criteria and required documentation for clients, 2) Written procedures and workflows to standardize the process, 3) Clearly defined roles and responsibilities for personnel, 4) Identification of necessary internal and external resources, and 5) Comprehensive documentation standards for client records from intake to aftercare.

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    Download as PPTX, PDF, TXT or read online from Scribd
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    13 views7 pages

    Basic Components in Case Management

    Uploaded by

    John Carlo Perez
    This document outlines the basic components of an effective case management system: 1) Clear eligibility criteria and required documentation for clients, 2) Written procedures and workflows to standardize the process, 3) Clearly defined roles and responsibilities for personnel, 4) Identification of necessary internal and external resources, and 5) Comprehensive documentation standards for client records from intake to aftercare.

    Copyright:

    © All Rights Reserved
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    of 7

    Basic Components in

    Case Management

    Leah S. Lanzuela, RSW,MSSW


    1. CASE Cleared
    –

    eligibility criteria and


    documents; non-
    negotiable and
    negotiable
    2. PROCESS –
    written procedures
    and flowchart
    3. PERSONNEL –

    Cleared roles and


    delineated functions
    4. RESOURCES–
    funds, venues/facilities
    and other resources
    needed (both internal
    and external)
    5. DOCUMENTATION
    -records from
    admission to after
    care. Including records
    and reports
    Thank you very much!

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