Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 6.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Conduct initial assessment

1.1 Contact stakeholders to gather information on personal injury case according to organisational policies and procedures, and legislative and regulatory requirements

1.2 Conduct initial client interview and assessment according to organisational policies and procedures, and legislative and regulatory requirements

1.3 Determine need for further assessment and referral services according to legislative and regulatory requirements and provide referrals for these according to organisational policies and procedures

1.4 Collate and provide information to required stakeholders to support the referral process according to organisational policies and procedures, and legislative and regulatory requirements

2. Develop and obtain approval of personal injury case plan

2.1 Negotiate and agree on goals and develop case plan in consultation with client, treating medical practitioner, employer and other key stakeholders

2.2 Obtain approvals from treating medical practitioner and stakeholders prior to commencement of a return to life and health program according to organisational policies and procedures

3. Monitor and review case progress

3.1 Conduct case review meetings with multidisciplinary team and key stakeholders according to organisational policies and procedures

3.2 Monitor progress and effectiveness of client’s case against goals using organisational policies and procedures and modify case plan as required

3.3 Conduct follow up review meetings with client according to case plan and organisational policies and procedures

3.4 Conduct closure interviews on completion of case management plan according to organisational policies and procedures, and legislative and regulatory requirements

3.5 Complete and distribute case management reports according to organisational policies and procedures, and legislative and regulatory requirements

S KILL 

DESCRIPTION 

Numeracy

• Performs calculations, and records, sequences and schedules information to achieve required outcomes

Oral communication

• Uses active listening and questioning techniques to clarify information
• Uses appropriate language, concepts, pace and tone to convey information appropriate to audience and purpose

Reading

• Analyses and interprets complex information, including legislative and regulatory requirements and policies, from a range of sources synthesising specific aspects of information to meet requirements

Writing

• Records information and completes documentation following organisational procedures and protocols
• Uses language and terminology appropriate to audience to convey and clarify explicit information and requirements

Planning and organising

• Identifies and responds to legislative requirements, policies and procedures and meets expectations associated with own role
• Builds on protocols to establish more effective workplace systems
• Develops skills and knowledge through reading and practice

Problem solving

• Implements strategies aimed at fostering cooperation and positive relationships with a diverse range of clients

Self-management

• Plans, sequences and implements tasks and appropriate resources to meet requirements

Teamwork

• Selects and uses appropriate conventions and protocols when collaborating, negotiating or consulting with clients and other stakeholders in a range of work contexts

Technology

• Uses the main features and functions of digital tools to complete work tasks

Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 6.0.