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

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

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

What evidence can you provide to prove your understanding of each of the following citeria?

Elements define the essential outcomes.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine appropriate response to case management in accordance with organisation and legislative requirements

  1. Develop and utilise case management processes in accordance with statutory requirements
  2. Implement appropriate processes to enable the client to set goals and participate in case management processes
  3. Integrate appropriate cultural considerations into all aspects of case management planning
  4. Provide information on rights of appeal and avenues of complaint so the client understands rights and responsibilities
Develop and utilise case management processes in accordance with statutory requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Integrate appropriate cultural considerations into all aspects of case management planning

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Conduct case management meetings

  1. Facilitate information sharing with the client and establish an appropriate rapport
  2. Identify and agree client and worker roles, responsibilities, boundaries and processes of service delivery
  3. Determine and agree organisation, family and community needs, responsibilities and rights
Facilitate information sharing with the client and establish an appropriate rapport

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop an appropriate case management plan

  1. Collaborate with the client to identify strengths, abilities and goals and develop an agreed approach to case management
  2. Develop a case management plan to reflect initial assessment of needs
  3. Work with the client to identify the full range of immediate, short and long term needs of the client and other relevant parties
  4. Establish and agree on processes to monitor and change case plan
  5. Identify strategies to deal with complex or high risk situations
  6. Match requirements of case plan to experience, workload and geographical location of worker or service provider
  7. Assist clients to set and achieve realistic targets for change or action and to take personal responsibility
Collaborate with the client to identify strengths, abilities and goals and develop an agreed approach to case management

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop a case management plan to reflect initial assessment of needs

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish and agree on processes to monitor and change case plan

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify strategies to deal with complex or high risk situations

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assist clients to set and achieve realistic targets for change or action and to take personal responsibility

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and review case work activities and processes

  1. Implement strategies to regularly monitor the effectiveness of case management processes against agreed goals, service provision and client and stakeholder satisfaction
  2. Assess the need for changes in case plan and develop strategies for appropriate alternatives and/or ongoing interventions
  3. Negotiate with relevant parties any proposed changes arising from case review
  4. Document all case work interventions in compliance with evidence based practice and confidentiality requirements
  5. Implement case closure in accordance with organisation procedures
Implement strategies to regularly monitor the effectiveness of case management processes against agreed goals, service provision and client and stakeholder satisfaction

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Negotiate with relevant parties any proposed changes arising from case review

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement case closure in accordance with organisation procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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