Assessor Resource

CHCCSM010
Implement case management practice

Assessment tool

Version 1.0
Issue Date: May 2024


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

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.
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
Confirm eligibility of person for case management and match their profile against service eligibility criteria. 
Inform the person of all rights and responsibilities and obtain person’s consent to involvement in case management. 
Collect information about the person, maintain confidentiality and privacy, and minimise duplication. 
Prioritise person-centred and strengths-based needs and pursue relevant, achievable time-framed goals. 
Ascertain specific cultural needs of the person to provide appropriate services and support for their development. 
Recognise and respect the person’s right to self-determination within legal parameters. 
Identify social, economic, housing, personal and family factors that may influence the persons health, wellbeing, and level of independence. 
Discuss with the person the case management process, the complaints and appeals processes and the service criteria for exit. 
Estimate the level of case management support required to implement the person’s plan and discuss with all relevant parties with the person’s consent. 
Identify ethical issues and questions about aspects of case management and resolve in line with organisational guidelines and regulatory requirements. 
Identify complex issues relating to funding of service provision and administer resources within relevant regulatory framework. 
Apply ethical practices to uphold autonomy, dignity, privacy and rights of the person. 
Advocate for person-centred solutions to complex identified needs at service delivery and policy-making levels. 
Collaborate with others to meet person’s needs, achieve goals and optimise outcomes. 
Use person’s identified goals and needs assessment to develop and agree on a plan of action. 
Support and develop the person’s ability to independently access alternative resources to address needs. 
Conduct research to establish an informed plan of action. 
Address barriers that may restrict the person’s ability to meet identified goals and determine strategies to minimise their impact. 
Plan actions that are within person’s financial resources. 
Convene and participate in case conferences with the person, service providers, family, carers, natural supports and others identified by the person. 
Seek and obtain the person’s consent to undertake any referrals to other services and organisations. 
Provide the person with timely information about available service options and support them to make informed decisions and exercise choice in all stages of the case management process. 
Document the person’s goals and determine how effectiveness of interventions will be measured and evaluated. 
Communicate with service providers to review the individualised case management plan and adjust to optimise outcomes. 
Advocate for service system improvements and identify and communicate gaps and inadequate services to program managers. 
Adjust services, supports and resources according to person’s needs and financial parameters. 
Document and report to relevant organisation or funding body the implications from any variations to expected plan. 
Undertake periodic reassessment and evaluation of outcomes against expected outcome. 
Obtain information from person, service providers, funding bodies and case managers to determine progress and evaluate against identified goals in the plan. 
Evaluate the effectiveness of plan adjustments to address person’s ongoing situation and changing needs. 
Evaluate the effectiveness of case management processes and service delivery, including person’s satisfaction and costs against benefits. 
Work with the person to evaluate ongoing support needs to meet their goals, including review of parameters for disengagement. 
Evaluate financial outcomes of adjustments to plan. 
Identify opportunities for the person to maintain or develop independence from any aspect of the plan. 
Document and report person’s outcomes and satisfaction in accordance with organisational policies and procedures. 

Forms

Assessment Cover Sheet

CHCCSM010 - Implement case management practice
Assessment task 1: [title]

Student name:

Student ID:

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

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

CHCCSM010 - Implement case management practice

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:

Date: