Assessor Resource

CHCCSM005
Develop, facilitate and review all aspects of case management

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to undertake case management meetings to plan, monitor and review service provision.

Workers at this level work autonomously and are responsible for own outputs within organisation guidelines.

This unit applies to work in a range of health and community services contexts.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes.

Performance criteria specify the level of performance needed to demonstrate achievement of the element.

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

1.2 Implement appropriate processes to enable the client to set goals and participate in case management processes

1.3 Integrate appropriate cultural considerations into all aspects of case management planning

1.4 Provide information on rights of appeal and avenues of complaint so the client understands rights and responsibilities

2. Conduct case management meetings

2.1 Facilitate information sharing with the client and establish an appropriate rapport

2.2 Identify and agree client and worker roles, responsibilities, boundaries and processes of service delivery

2.3 Determine and agree organisation, family and community needs, responsibilities and rights

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

3.2 Develop a case management plan to reflect initial assessment of needs

3.3 Work with the client to identify the full range of immediate, short and long term needs of the client and other relevant parties

3.4 Establish and agree on processes to monitor and change case plan

3.5 Identify strategies to deal with complex or high risk situations

3.6 Match requirements of case plan to experience, workload and geographical location of worker or service provider

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

4.2 Assess the need for changes in case plan and develop strategies for appropriate alternatives and/or ongoing interventions

4.3 Negotiate with relevant parties any proposed changes arising from case review

4.4 Document all case work interventions in compliance with evidence based practice and confidentiality requirements

4.5 Implement case closure in accordance with organisation procedures


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes.

Performance criteria specify the level of performance needed to demonstrate achievement of the element.

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

1.2 Implement appropriate processes to enable the client to set goals and participate in case management processes

1.3 Integrate appropriate cultural considerations into all aspects of case management planning

1.4 Provide information on rights of appeal and avenues of complaint so the client understands rights and responsibilities

2. Conduct case management meetings

2.1 Facilitate information sharing with the client and establish an appropriate rapport

2.2 Identify and agree client and worker roles, responsibilities, boundaries and processes of service delivery

2.3 Determine and agree organisation, family and community needs, responsibilities and rights

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

3.2 Develop a case management plan to reflect initial assessment of needs

3.3 Work with the client to identify the full range of immediate, short and long term needs of the client and other relevant parties

3.4 Establish and agree on processes to monitor and change case plan

3.5 Identify strategies to deal with complex or high risk situations

3.6 Match requirements of case plan to experience, workload and geographical location of worker or service provider

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

4.2 Assess the need for changes in case plan and develop strategies for appropriate alternatives and/or ongoing interventions

4.3 Negotiate with relevant parties any proposed changes arising from case review

4.4 Document all case work interventions in compliance with evidence based practice and confidentiality requirements

4.5 Implement case closure in accordance with organisation procedures

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
 
Develop and utilise case management processes in accordance with statutory requirements 
Implement appropriate processes to enable the client to set goals and participate in case management processes 
Integrate appropriate cultural considerations into all aspects of case management planning 
Provide information on rights of appeal and avenues of complaint so the client understands rights and responsibilities 
Facilitate information sharing with the client and establish an appropriate rapport 
Identify and agree client and worker roles, responsibilities, boundaries and processes of service delivery 
Determine and agree organisation, family and community needs, responsibilities and rights 
Collaborate with the client to identify strengths, abilities and goals and develop an agreed approach to case management 
Develop a case management plan to reflect initial assessment of needs 
Work with the client to identify the full range of immediate, short and long term needs of the client and other relevant parties 
Establish and agree on processes to monitor and change case plan 
Identify strategies to deal with complex or high risk situations 
Match requirements of case plan to experience, workload and geographical location of worker or service provider 
Assist clients to set and achieve realistic targets for change or action and to take personal responsibility 
Implement strategies to regularly monitor the effectiveness of case management processes against agreed goals, service provision and client and stakeholder satisfaction 
Assess the need for changes in case plan and develop strategies for appropriate alternatives and/or ongoing interventions 
Negotiate with relevant parties any proposed changes arising from case review 
Document all case work interventions in compliance with evidence based practice and confidentiality requirements 
Implement case closure in accordance with organisation procedures 

Forms

Assessment Cover Sheet

CHCCSM005 - Develop, facilitate and review all aspects of case management
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

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Result: Competent Not yet competent

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Assessor name:

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Assessment Record Sheet

CHCCSM005 - Develop, facilitate and review all aspects of case management

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

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