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Evidence Guide: CHCCSM010 - Implement case management practice

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!

From the Wiki University

 

CHCCSM010 - Implement case management practice

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

Initiate case management process.

  1. Confirm eligibility of person for case management and match their profile against service eligibility criteria.
  2. Inform the person of all rights and responsibilities and obtain person’s consent to involvement in case management.
  3. Collect information about the person, maintain confidentiality and privacy, and minimise duplication.
  4. Prioritise person-centred and strengths-based needs and pursue relevant, achievable time-framed goals.
  5. Ascertain specific cultural needs of the person to provide appropriate services and support for their development.
  6. Recognise and respect the person’s right to self-determination within legal parameters.
  7. Identify social, economic, housing, personal and family factors that may influence the persons health, wellbeing, and level of independence.
  8. Discuss with the person the case management process, the complaints and appeals processes and the service criteria for exit.
  9. 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.
Confirm eligibility of person for case management and match their profile against service eligibility criteria.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform the person of all rights and responsibilities and obtain person’s consent to involvement in case management.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect information about the person, maintain confidentiality and privacy, and minimise duplication.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prioritise person-centred and strengths-based needs and pursue relevant, achievable time-framed goals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ascertain specific cultural needs of the person to provide appropriate services and support for their development.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recognise and respect the person’s right to self-determination within legal parameters.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify social, economic, housing, personal and family factors that may influence the persons health, wellbeing, and level of independence.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss with the person the case management process, the complaints and appeals processes and the service criteria for exit.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and consider possible solutions to complex issues.

  1. Identify ethical issues and questions about aspects of case management and resolve in line with organisational guidelines and regulatory requirements.
  2. Identify complex issues relating to funding of service provision and administer resources within relevant regulatory framework.
  3. Apply ethical practices to uphold autonomy, dignity, privacy and rights of the person.
  4. Advocate for person-centred solutions to complex identified needs at service delivery and policy-making levels.
  5. Collaborate with others to meet person’s needs, achieve goals and optimise outcomes.
Identify ethical issues and questions about aspects of case management and resolve in line with organisational guidelines and regulatory requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify complex issues relating to funding of service provision and administer resources within relevant regulatory framework.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply ethical practices to uphold autonomy, dignity, privacy and rights of the person.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Advocate for person-centred solutions to complex identified needs at service delivery and policy-making levels.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collaborate with others to meet person’s needs, achieve goals and optimise outcomes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop plan of action to address identified priorities.

  1. Use person’s identified goals and needs assessment to develop and agree on a plan of action.
  2. Support and develop the person’s ability to independently access alternative resources to address needs.
  3. Conduct research to establish an informed plan of action.
  4. Address barriers that may restrict the person’s ability to meet identified goals and determine strategies to minimise their impact.
  5. Plan actions that are within person’s financial resources.
  6. Convene and participate in case conferences with the person, service providers, family, carers, natural supports and others identified by the person.
  7. Seek and obtain the person’s consent to undertake any referrals to other services and organisations.
  8. 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.
  9. Document the person’s goals and determine how effectiveness of interventions will be measured and evaluated.
Use person’s identified goals and needs assessment to develop and agree on a plan of action.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Support and develop the person’s ability to independently access alternative resources to address needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct research to establish an informed plan of action.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Address barriers that may restrict the person’s ability to meet identified goals and determine strategies to minimise their impact.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan actions that are within person’s financial resources.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Convene and participate in case conferences with the person, service providers, family, carers, natural supports and others identified by the person.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek and obtain the person’s consent to undertake any referrals to other services and organisations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document the person’s goals and determine how effectiveness of interventions will be measured and evaluated.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor service provision and coordination.

  1. Communicate with service providers to review the individualised case management plan and adjust to optimise outcomes.
  2. Advocate for service system improvements and identify and communicate gaps and inadequate services to program managers.
  3. Adjust services, supports and resources according to person’s needs and financial parameters.
  4. Document and report to relevant organisation or funding body the implications from any variations to expected plan.
  5. Undertake periodic reassessment and evaluation of outcomes against expected outcome.
  6. Obtain information from person, service providers, funding bodies and case managers to determine progress and evaluate against identified goals in the plan.
  7. Evaluate the effectiveness of plan adjustments to address person’s ongoing situation and changing needs.
  8. Evaluate the effectiveness of case management processes and service delivery, including person’s satisfaction and costs against benefits.
  9. Work with the person to evaluate ongoing support needs to meet their goals, including review of parameters for disengagement.
  10. Evaluate financial outcomes of adjustments to plan.
  11. Identify opportunities for the person to maintain or develop independence from any aspect of the plan.
  12. Document and report person’s outcomes and satisfaction in accordance with organisational policies and procedures.
Communicate with service providers to review the individualised case management plan and adjust to optimise outcomes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Advocate for service system improvements and identify and communicate gaps and inadequate services to program managers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust services, supports and resources according to person’s needs and financial parameters.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and report to relevant organisation or funding body the implications from any variations to expected plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake periodic reassessment and evaluation of outcomes against expected outcome.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain information from person, service providers, funding bodies and case managers to determine progress and evaluate against identified goals in the plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate the effectiveness of plan adjustments to address person’s ongoing situation and changing needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate the effectiveness of case management processes and service delivery, including person’s satisfaction and costs against benefits.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Work with the person to evaluate ongoing support needs to meet their goals, including review of parameters for disengagement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate financial outcomes of adjustments to plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify opportunities for the person to maintain or develop independence from any aspect of the plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and report person’s outcomes and satisfaction in accordance with organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge