Modification History
Not Applicable
Unit Descriptor
Descriptor |
This unit describes the knowledge and skills required to apply the case management process in which case plans are developed and managed to address specific client needs |
Application of the Unit
Application |
This unit may apply to work in a range of community service contexts |
Licensing/Regulatory Information
Not Applicable
Pre-Requisites
Not Applicable
Employability Skills Information
Employability Skills |
This unit contains Employability Skills |
Elements and Performance Criteria Pre-Content
Elements define the essential outcomes of a unit of competency. |
The Performance Criteria specify the level of performance required to demonstrate achievement of the Element. Terms in italics are elaborated in the Range Statement. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Establish client need and/or risk |
1.1. Assess client needs/risks in accordance with organisation procedures 1.2 Develop assessment plan to reflect client needs 1.3 Clearly explain worker's role and purpose to the client 1.4 Identify, assess, and prioritise relevant information , taking into account the particular circumstances of the situation 1.5 Ensure communication with client is of a level, type and manner appropriate to the individual and the nature of the issues raised 1.6 Identify in the case plan , support and prevention strategies that promote and meet the needs of the family 1.7 Provide information to ensure the client understands the intervention process, their rights of appeal and how to use avenues for complaint |
2. Develop a case management plan |
2.1 Build into the case plan client strengths and/or protective factors 2.2 Develop case plan in partnership with the client 2.3 Collect information on a range of suitable intervention strategies to address immediate, short and longer term needs of clients 2.4 Explore a full range of options for addressing client needs and integrate into planning 2.5 Prioritise case management goals and objectives and negotiate and agree processes with the client 2.6 Negotiate goals, actions and timelines for the case plan in concrete, specific terms 2.7 Define roles, responsibilities and accountabilities for clients, stakeholders , workers and service providers 2.8 Explore and develop contingency plans 2.9 Integrate cultural considerations into goal setting and negotiation of timelines 2.10 Establish communication, review and evaluation systems 2.11 Document case plan and distribute to all parties |
3. Implement case plan |
3.1 Implement practical arrangements to support clients and stakeholders 3.2 Utilise established communication processes and protocols to make referrals 3.3 Identify roles, responsibilities, outcomes and processes involved in intervention and articulate with the client and service provider 3.4 Where appropriate, develop contracts and agree with external service providers, including accurate timing and resourcing constraints 3.5 Identify review activities and negotiate with client, service providers, and significant others 3.6 Record information in a manner consistent with organisation procedures and policies |
4. Establish review and evaluation systems |
4.1 Set up appropriate evaluation processes for ongoing implementation of the plan 4.2 Assess and document progress towards achieving goals with client and service providers 4.3 Assess the need for ongoing intervention 4.4 Negotiate with relevant parties, proposed actions and timelines arising from case review 4.5 Complete all relevant reporting procedures in accordance with organisation requirements 4.6 Undertake appropriate consultation with the supervisor at key decision-making points |
5. Plan and participate in case conferences or protection meetings |
5.1 Convene care meetings when they are judged to be the most effective case management decision-making strategy for the needs of the case or in line with legislative/organisation requirements 5.2 Clearly identify and articulate purpose of case conference/protection meeting to clients and other stakeholders 5.3 Establish agenda that clearly outlines purpose, participants, venue, date, time and process 5.4 Identify key persons and request their contribution by attending the conference or make reporting arrangements 5.5 Undertake work to prepare client for the meeting 5.6 Implement processes to ensure participation in the decision-making process of children, young people and their families 5.7 Anticipate areas of conflict and facilitate resolution 5.8 Identify and responded to participant needs for interpreters and other support 5.9 Arrange attendance of delegated decision-makers 5.10 Provide information equally to all parties 5.11 Prepare case history in accordance with agency requirements 5.12 Nominate and brief a chairperson and minute taker 5.13 Identify, negotiate and record outcomes |
6. Work with agencies to meet client needs |
6.1 Identify appropriate service providers 6.2 Develop and maintain working relationships with relevant community groups 6.3 Access inter-agency protocols/guidelines and integrate into case management 6.4 Clarify the nature of advocacy and support required by the client 6.5 Explain range of interventions and reason for referral, and clarify and negotiate agreement with client, service providers and significant others 6.6 Discuss with the client all representations made on their behalf to the service provider 6.7 Ensure all information is kept in confidence according to organisation policy and legislation 6.8 Maintain links with service, client and other relevant parties and evaluate progress with achievement of goals |
7. Undertake case closure |
7.1 Analyse achievements of case plan goals against performance indicators and documented 7.2 Identify reasons for case closures 7.3 Negotiate case closure with client and relevant agencies 7.4 Advise relevant parties in writing of decision to close case 7.5 Ensure case closure that is implemented takes account of the needs of the client including the need to reflect on past interventions |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This describes the essential skills and knowledge and their level required for this unit. |
Essential knowledge : The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include:
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Essential skills : It is critical that the candidate demonstrate the ability to:
In addition, the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include the ability to:
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Evidence Guide
EVIDENCE GUIDE |
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The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package. |
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Critical aspects for assessment and evidence required to demonstrate this unit of competency : |
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Access and equity considerations : |
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Context of and specific resources for assessment : |
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Method of assessment : |
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Range Statement
RANGE STATEMENT |
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The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts. |
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The contexts for establishing a case plan could include : |
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Establishment of a case plan will be carried out within requirements established by : |
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Development of a case plan includes : |
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Client need includes : |
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Stakeholders include : |
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Information may include : |
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Client can include : |
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Case management principles can include : |
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Child centred practice includes : |
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Family focus includes : |
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Exercising effective communication skills includes : |
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Complex cases can include the presence of a number of complicating factors including : |
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Case plan may include : |
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Meetings may include : |
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Cultural considerations include : |
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Contracts for service provision include : |
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Procedures used in crisis situations include : |
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Support and prevention strategies includes : |
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Rights of appeal mechanisms may include : |
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Record information relating to a case plan includes : |
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Feedback mechanisms include : |
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Each contact with client is recorded and includes : |
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Relevant supporting information includes : |
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Unit Sector(s)
Not Applicable