Case Management Training 102| Working as a case manager

Sam Coyote introduces himself, noting 15 years in case management and over 40 trainings across multiple cities, and invites questions by email.

Learn the case management process, including intake, client assessment, client plans, plan activity, case records, implementation, monitoring, evaluation, and transitions or discharge.

Gain a clear understanding of the intake process, the first client meeting where case managers collect information to address immediate needs, encourage engagement and coordinate services.

Create comprehensive case management plans by setting client goals in employment, housing, education, and health, with actionable strategies and scheduled reviews.

Monitor client goals and services to track progress, document progress, review milestones, and update goals with the client's help, then plan transitions, celebrate achievements, and follow up post exit.

Case records act as a binder that supports the case manager in planning, implementing, and evaluating services, whether electronic or paper, including eligibility, assessment, client plans, medication documents, and notes.

Protect client confidentiality by securing case records and following HIPAA privacy procedures; inform clients of their right to access, restrict, copy, or correct records, and avoid unsecured social networks.