Case Management

Case management is a multi-step process to assist an individual or group of individuals, often a family, in accessing or obtaining available resources to attain a desired goal. The case management process is collaborative between the case manager and the recipient(s) of services. Case management begins with a client screening, intake, and assessment during which the case manager learns about the client and their needs. Next, the case manager assesses any risks to the client while developing an individualized plan to help the client meet their goals. After developing a plan, the case manager works with the client to implement the plan. The case manager also often provides ongoing monitoring and evaluation to ensure that the plan is working for the client. Case managers take careful care of each client’s individual needs and goals, as well as the client’s personal choices, wants, resources, expectations, and motivations. Case management can occur in both the health care and social services fields.