Undertake case management for clients with complex needs

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CHCCM404A, 'Undertake case management for clients with complex needs'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Undertake case management for clients with complex needs' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)

Elements and Performance Criteria



1. Work within a case management framework suitable for the client's needs

1.1 Identify a range of case management models that have established effectiveness

1.2 Develop or adapt and apply case management processes appropriate to implementing statutory requirements

1.3 Develop or adapt and apply case management processes appropriate to the unique case management requirements of the client

1.4 Determine, with the client and relevant others, the outcome to be achieved through case management

1.5 Provide information of the case management process to the client and relevant others

1.6 Provide information on the client's role in the case management process

1.7 Provide information on rights of appeal and avenues of complaint so that the person understands their rights

2. Identify services required to deal with the client's complex needs

2.1 Work with the client to identify the range of issues that will require service input

2.2 Work with the client to identify the interaction and relationships between the different presenting issues

2.3 Work with the client to identify consequences of not addressing all of the issues

2.4 Identify the full range of appropriate service and/or support options

2.5 Provide information about different service and support options with details on aspects that may be appropriate for the client

3. Develop priorities for service and support inputs

3.1 Work with the client to identify the priority for different service and support requirements

3.2 Work with the client to identify possible timeframes and overlaps of service and support requirements

3.3 Work with the client to identify their capacityto meet the logistic requirements of services and supports

3.4 Respond to concerns about client self-harm and/or harm to others within statutory and duty of care requirements

3.5 Provide information about referral procedures

3.6 Determine the level of support the client will require to self refer

3.7 Determine the roles of the client, relevant others and the worker in the referral process

4. Implement and monitor agreed upon activities and processes

4.1 Implement strategies to continually monitor the effectiveness of case management processes against agreed goals, relevant services and programs, client and stakeholder satisfaction

4.2 Assess the need for changes in case plan, including the need for ongoing intervention, and develop strategies for alternatives as appropriate

4.3 Successfully negotiate with relevant parties, any proposed changes arising from case review

4.4 Utilise processes for case closure as appropriate, to comply with organisation procedures

Qualifications and Skillsets

CHCCM404A appears in the following qualifications:

  • CHC40408 - Certificate IV in Alcohol and Other Drugs Work
  • CHC40108 - Certificate IV in Aged Care
  • CHC40208 - Certificate IV in Home and Community Care
  • CHC40308 - Certificate IV in Disability
  • CHC41408 - Certificate IV in Child, Youth and Family Intervention (Residential and out of home care)
  • CHC41608 - Certificate IV in Child, Youth and Family Intervention (Family support)
  • CHC41808 - Certificate IV in Youth Work
  • CHC40708 - Certificate IV in Community Services Work
  • CHC41508 - Certificate IV in Child, Youth and Family Intervention (Child protection)
  • CHC51608 - Diploma of Employment Services
  • CHC42008 - Certificate IV in Employment Services
  • CHC40908 - Certificate IV in Social Housing
  • CHC50208 - Diploma of Community Services (Alcohol and other drugs)
  • CHC50108 - Diploma of Disability
  • CHC50308 - Diploma of Community Services (Mental health)
  • CHC42108 - Certificate IV in Career Development