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Introduction to Case Management

The case management involves a problem from an individual, it could be personal or involving the members of the family. In the process of case management, the problem is addressed on request from the individual. A case management team is formed involving a case manager and other service providers who have the potential to deal with the problem and come out with a positive outcome. The case can require the involvement of many persons from different organizations. Case management involves working on a lot of content rather than a single document. Case management systems are structured to handle all this to help achieve more efficient, streamlined results – even while the individual bits of material found therein are still attended to and protected (App, 1998). Everyone responds differently to illness and often it's hard for patients and/or family members to cope with what's happening. A professional social worker visits patients and family members to offer emotional care to help them adapt to their circumstances. The case management process is collaborative, with an emphasis on monitoring and evaluation to ensure services are provided and the established needs of the child, youth and family are addressed.

Case Management Elements

The primary elements of case management involve many steps starting from the case assessment, the planning for the same. The plan has to be implemented, which is later on monitored and reviewed. Once the case manager assures the desired outcome the case can be transferred and closed (Mas-Exposito, et al., 2013).


This process keeps on going throughout, in which relevant information is collected and analyzed to identify appropriate support services. Depending on the problems Mary is facing, an evaluation will not be a linear process. It takes place over the whole case management at various times. Workers need flexibility in recognizing and reacting to changes as they occur, and in changing priorities and strategies as needed.

Evaluations of the problem from time to time will help in the decision-making process for Mary's family. They should include the child, the young person and the family wherever possible. Gathering and analyzing information generally starts with evaluations. This method may be conducted without direct communication with the families, which may include: collecting appropriate and reliable background details to better explain Mary’s son condition, other significant individuals, and their circumstances. Or Sharing details with other organizations regarding Mary health, and her children well-being. The manger can Identify and communicate with other staff and groups working with the family. The appraisal process will involve meeting Mary’s children and the family after gathering and reviewing the details. However, meeting all family members may not always be possible or appropriate. The manager has to ensure that the children are not "physically sighted" during the evaluation process a lot many times (Tahan, & Campagna, 2010).

Case Planning

Planning of the case is a key component of the case management process and it guides the work to be done with the Mary and her children. The case planning involves the interaction between people which includes the case manager, other health professionals, welfare management and, especially Mary and her family. The planning process takes a time of 1-2 weeks. In this time a framework is built on evaluation and the issues to be addressed are identified. The issues or problems can vary from the physical, emotional, educational, social, and cultural needs of Mary’s family. The course of action planned should be a comprehensive, individualized rather personalized depending on the issues. It should also take into consideration the relevant, and factual information and examines all aspects of the well-being of the family. Professional judgment should be used and prepared for Mary's family with the involvement of other relevant organizations. The planning should be documented form which can consist of the goals that Mary has to achieve with all possible positive outcomes. The plan should also include the strategies to be followed to reach the outcome. Along with the timelines for delivering service and achieving the goals. The responsibilities and roles of each member involved should be defined as how they will help, Mary family to come out of the problem. The expected results for the family must be transparent for comprehension by all participants and in plain English. The vocabulary used should be constructive, and the evidence should be strong (Rosen & Teesson, 2001).

The goals and activities must be practical and feasible within defined timeframes and reliable resources should be used. The activities or the classes that are suggested in the meeting should feasible in the timeframe, whether they concentrate on the present, the short-term, or the future. Ideally, the family should agree with each other unanimously, but this might not be possible in all circumstances. In that case, the manager has to come to a solution to bring everyone in the family under one page. The case manager then should make copies of the plan and it should be made available to all the people involved in the case meetings.


Implementation is carrying out the plan made and the services that have to be given to Mary's family. Implementation can require the direct provision of services and/or referrals to other organizations. All stakeholders, like in the current case both mother and the child need to consider their role in the process, and the position of others.

It should be focused on ongoing contact with Mary and her family and related agencies to make sure that the services are provided, expectations are achieved, and if some situation changes are required that are taken into consideration. If the child and Mary needs are complex, implementation of the task may allow the worker or members of an organization to coordinate a variety of resources. And all these have to be taken care of by the case manager (Onus et al., 2010).

For the implementation of a case plan, the service providers should be alert about changes in the circumstances of the family. The team should be aware of the risks for family, if there is any potential risk of serious harm to a child or mother. The cultural traditions and disabilities of the family should be recognized and accepted. On the other hand, the family should also know and respect the staff, including their experiences, priorities, and procedures, from other organizations. Considering how children and mother can access the services needed, in particular for prolonged periods. The care manager also has to take action when a child or mother begins disengaging from any of the services (Onus et al., 2010). The case meetings can be used whenever necessary by the Mary to communicate with service providers or agencies. Case manager have to plan the purpose and have to keep a track on goal accomplished, and also if the service is not required at any point in time. If there is a change of conditions, and/or some additional needs are recognized that has to be arranged by the case manager. Also, the case manager has to be aware that no disputes occur between people of organizations, and if something happens the case manager should be capable of resolving them. The case manager is responsible for keeping all records.

Monitoring and Review


It is the continued analysis of progress towards the success and importance of case plan implementation. Effective case management is focused on continuous monitoring. It is to make sure that the process helps in enhancing the child's or Mary health, security, and wellbeing. Monitoring can help recognize any barriers in the achievement of objectives of the case plan so that plans can be changed from the current strategies and new strategies can be formed to resolve them. It will also help to determine if the needs of the Mary family have changed over time. It is also critical that the family and staff provide daily input to know or record whether the services are being delivered as stated in the case plan. The recording will help to know if any change in direction of plan is needed, any barrier in the implementation of the plan, and the interest of the family continues.


The process of analysis is different from testing as it is systematic and collaborative. The review should be conducted in conjunction with all organizations from which the family is availing services. Case plans will also include a date of review and suggest any issues, in particular, that should be investigated. Daily informal and formal review of the plan will be undertaken to make sure results are positive and appropriate to the needs of the Mary family. The successful evaluation should be base on a daily update of information collected from the child school and his mother Mary. The proof of the achievements in the evaluation will also include how they are related to the original objective of the case plan (Kopke & McCleery, 2015). Also, a check has to be done on the outcomes. In the evaluation, the information about the plan and the directions for new issues should be there. At last, there should be good pieces of evidence of the outcomes which can justify the closure of the case. In Australia, for the well-being of children, there are laws to take care of the needs of the children. There are certain sections under the law which safeguards the right of the children in such type of case meetings. If required depending on the progress of the case, the case manager is entitled to do more frequent reviews of the case (Kopke & McCleery, 2015).

Transfer and Closure


It is the transfer of responsibility of management within a team/or from one team to another. If the consequences of the case are negative and it overweighs the benefit of the transfer, in that case, the case should be transferred. The transfer will be including the movement of workers or people involved from various organizations. There can be several reasons for moving a case. The reason could be the family move out of the region. the need of the family has changed. It can be the Threats increased to justify the legislative participation. The priorities of team manging the case have shifted, which might be as the other organization is in a better position to handle cases. Or if some Important deviation in the type of service or emphasis is required. Final judicial orders are in effect, and the responsibility for case management may be handled by another organization. Usually, the case transfer creates lots of confusion so it should be avoided. It is necessary, before case management is transferred, the stakeholders are consulted on time, including the mother and both kids. The children and the Mary should discuss the transfer of the case. The new worker/organization should be introduced to the family. Also, it is necessary to have proper monitoring of the switch (Bedell, Cohen, & Sullivan, 2000).

Case Closure

Typically, there should be some point of time a case has to be made closed. The resolution of the case problem is most successful when it takes place as part of a mutually negotiated, organized phase where the objectives of the case plan are accomplished. If during the case management progress is being monitored and reviewed at regular intervals, the decision to close is likely to be mutual. The case management authority when considering it necessary they can close the case after decision with Mary. It will provide a forum for all relevant people involved to engage in the process of decision-making and negotiate any necessary steps as part of the case resolution process (Solomon, 1992).

If in this case, Mary does not get a solution for herself and her kid, and if no mutual agreement is reached to close. Then Mary and the team can decide to transfer the case to a different team. The manager then holds the right to inform the community services about the problems of Mary family and her child. A warning may be created by community agencies where there are statutory child safety issues regarding a child or young adult. The child protection warning occurs if there are significant child safety issues and the interstate location of a child/family is not known. The information about the children has to be sent to different jurisdictions. The information will be uploaded in the databases of the concerned authority. Later on, the necessary evaluations and/or interventions will take place. Before closing a case, a review should always be performed and a clear record held of that process.

Conclusion on Case Management Studies

Family-centred, and case management includes family members in the case to ensure that resources are customized to better match the strengths and needs of the client. Family members will recommend resources that are most useful to them and help identify anticipated results and set deadlines for achieving the goal. Continued case management includes regular, scheduled family interaction to monitor progress towards goals. Caseworkers collaborate and coordinate with various support systems to ensure appropriate resources are offered and to determine the efficacy of the program. Family members also are encouraged to use their skills to access resources, fully participate in services, and evaluate progress. Family members are also encouraged to take advantage of their expertise to access resources, engage fully in programs and measure progress.

References for Case Management Studies

App, C. A. (1998). The active ingredients of effective case management: a research synthesis. Community Mental Health Journal. 34(4): 363–80, DOI: https://doi.org/10.1023/A:1018783906741

Bedell, J. R., Cohen, N. L. & Sullivan, A. (2000). Case management: the current best practices and the next generation of innovation. Community Mental Health Journal .36(2): 179–94, DOI: https://doi.org/10.1023/A:1001894311127

Kopke, S., & McCleery, J. (2015). Systematic reviews of case management: too complex to manage? (editorial). Cochrane Database of Systematic Reviews 1(ED000096)DOI: https://doi.org/10.1002/14651858.ED000096

Mas-Exposito, L et al. (2013). Depicting current case management models. Journal of Social Work 14(2): 133–146, DOI: https://doi.org/10.1177/1468017313477296

Onus, M et al. (2010). Case Management: Is it an intervention or a process? In: 9th NSW Brain Injury Rehabilitation Forum, Westmead: D.o. Health, Editor.

Rosen, A., & Teesson, M. (2001). Does case management work? The evidence and the abuse of evidence-based medicine. Australian & New Zealand Journal of Psychiatry 35(6): 731–46, DOI: https://doi.org/10.1046/j.1440-1614.2001.00956.x

Solomon, P. (1992). The efficacy of case management services for severely mentally disabled clients. Community Mental Health Journal 28(3): 163–80, DOI: https://doi.org/10.1007/BF00756815

Tahan, H. A. & Campagna, V. (2010). Case management roles and functions across various settings and professional disciplines. Professional Case Management 15(5): 245–77, DOI: https://doi.org/10.1097/NCM.0b013e3181e94452 quiz 278–9.

Remember, at the center of any academic work, lies clarity and evidence. Should you need further assistance, do look up to our Nursing Assignment Help

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