Case Management, Legal Support, Medical Consultation

What Are The Components of Client Success in Case Management?

 December 20, 2018

By  Deborah L Weiner Katz, OTR/L, CCM, CLCP

The Commission for Case Management Certification (CCMC) describes case management as  “a collaborative process that assesses, plans, implements, coordinates, monitors, and evaluates the options and services required to meet a client’s health and human service needs.”  There are over 682,000 case managers and social workers in the U.S. alone, according to the Bureau of Labor Statistics. That number is only expected to increase over the next 10 years.

Despite the CCMC’s noble attempt, there is no single recognized definition for case management. There is, however, a reliable recipe for client success. Our mission is to transform lives through individualized care and services so that our clients can meet their goals. There are four components essential to making this happen.

The initial meeting with a new client is called the intake. During this time, we gather demographic information about the client and identify any immediate needs. We begin to establish trust and build a relationship. This is how we know whether the client will benefit from our services. If so, we start to assess his or her individual needs. If they fall outside our capabilities, we can always refer an outside community resource. For example, we regularly locate specialty programs for treatment of brain injury, pain control, spinal cord injury and other medical issues.

After the intake, we move on to the needs assessment stage. Here, we build on the information collected during the intake and delve deeper into our client’s respective challenges and goals. Each client has individual problems, interests and risks to success. Over time, their needs and circumstances change. That is why it is important to periodically re-assess their status.

The most important stage when it comes to the success or failure of a client is service planning. In order to meet their goals, clients must have specific goals established, along with actions that must be taken in order to meet those goals. The result should be an achievable plan with measurable outcomes.

Throughout this process, we are not merely observing our clients. We are monitoring and evaluating their progress. It is critical that we understand the impact specific programs and services have on our clients. The resulting metrics allow us to quantify and qualify client success.

While these are the essential components of case management, there are far more specific advantages that our services provide. We offer expert advice on home and vehicle modifications. That expertise extends to identifying care options for individuals with coordinated benefits policies. We are familiar with transportation providers, DME vendors, and covered pharmacy provider services. Our relationship and skilled communication with insurance carriers enables us to assist with coverage issues.

Contact AdvancedRM today for a free consultation to see if we are able to assist you, your family member, or loved one.

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Case Management

Our experts understand the complexities that arise from a disability, illness, or catastrophic injury from every perspective: the patient, family member, provider, insurance carrier, attorney involved in complex litigation, and trust fund managers.  

Communicating with doctors can be confusing and time-consuming, especially when you have other more important things to worry about.  Let us do it for you. 

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