Generalist Case Management A Method of Human Service Delivery

by Woodside, Marianne R.; McClam, Tricia

• ISBN13: 9780495004882
• ISBN10: 049500488X
• Edition: 3rd
• Format: Paperback
• Copyright: 2011-10-05
• Publisher: Brooks Cole

Summary

Covering such central issues as the responsibilities of case managers, the skills needed for effective case management, and the context in whichcase management occurs, this practical text equips students with the fundamental information and skills needed to be effective case managers. Toensure that the book offers the most current and accurate information, the authors interviewed human service case managers nationwide about theirjobs, their skills, the challenges they face, and the clients they serve. These interviews, combined with the most current research, make this textthe most realistic and relevant text available.

Table of Contents

Preface	xvii
Introduction to Case Management	1	(30)
Case Management Defined	2	(3)
Traditional Case Management	3	(1)
Case Management Today	4	(1)
The Process of Case Management	5	(16)
Assessment	7	(9)
Planning	16	(3)
Implementation	19	(2)
Three Components of Case Management	21	(2)
Principles and Goals of Case Management	23	(4)
Integration of Services	23	(1)
Continuity of Care	24	(1)
Equal Access to Services	25	(1)
Quality Care	25	(1)
Client Empowerment	26	(1)
Evaluation	27	(1)
Chapter Summary	27	(1)
Chapter Review	28	(3)
Historical Perspectives on Case Management	31	(28)
Perspectives on Case Management	32	(6)
Case Management as a Process	32	(3)
Client Involvement	35	(2)
The Role of the Case Manager	37	(1)
Utilization Review and Cost-Benefit Analysis	38	(1)
The History of Case Management	38	(12)
A Pioneering Institution	39	(1)
Early Pioneers	40	(3)
The Impact of World Wars I and II and the American Red Cross	43	(1)
The Impact of Federal Legislation	44	(6)
The Impact of Managed Care	50	(4)
History of Managed Care	50	(1)
Defining Managed Care	51	(1)
Models of Managed Care	51	(3)
Expanding the Responsibilities of Case Management	54	(1)
Chapter Summary	54	(1)
Chapter Review	55	(4)
Models of Case Management	59	(20)
Models of Case Management	60	(10)
Role-Based Case Management	61	(4)
Organization-Based Case Management	65	(2)
Responsibility-Based Case Management	67	(3)
Roles in Case Management	70	(4)
Advocate	70	(1)
Broker	71	(1)
Coordinator	71	(1)
Consultant	72	(1)
Counselor	72	(1)
Planner	72	(1)
Problem Solver	73	(1)
Recordkeeper	73	(1)
Wanted: Case Managers	74	(1)
Job Announcement #1: Case Manager	74	(1)
Summary	74	(1)
Duties and Responsibilities	74	(1)
Minimum Job Requirements	75	(1)
Job Announcement #2: Case Manager/Administrator	75	(2)
Summary	75	(1)
Duties and Responsibilities	75	(1)
Minimum Job Requirements	76	(1)
Knowledge, Skills, and Abilities Required	76	(1)
Chapter Summary	77	(1)
Chapter Review	77	(2)
The Assessment Phase of Case Management	79	(24)
Application for Services	80	(12)
The Interview	82	(7)
Evaluating the Application for Services	89	(3)
Case Assignment	92	(1)
Documentation and Report Writing	93	(7)
Process Recording and Summary Recording	93	(2)
Intake Summaries	95	(1)
Staff Notes	96	(4)
Chapter Summary	100	(1)
Chapter Review	100	(3)
Effective Intake Interviewing Skills	103	(28)
Attitudes and Characteristics of Interviewers	105	(6)
Essential Communication Skills	111	(16)
Interviewing Skills	113	(14)
Interviewing Pitfalls	127	(1)
Chapter Summary	128	(1)
Chapter Review	129	(2)
Service Delivery Planning	131	(30)
Revisiting the Assessment Phase	133	(1)
Developing a Plan for Services	134	(9)
Identifying Services	143	(3)
Information and Referral Systems	144	(1)
Setting Up a System	145	(1)
Gathering Additional Information	146	(12)
Data Collection Methods for the Case Manager	146	(1)
Interviewing	146	(3)
Testing	149	(9)
Chapter Summary	158	(1)
Chapter Review	158	(3)
Building a Case File	161	(50)
Medical Evaluation	162	(10)
Medical Exams	163	(4)
Medical Terminology	167	(5)
Psychological Evaluation	172	(13)
Referral	173	(2)
The Process of Psychological Evaluation	175	(10)
Social History	185	(15)
Other Types of Information	200	(8)
Chapter Summary	208	(1)
Chapter Review	208	(3)
Service Coordination	211	(26)
Coordinating Services	212	(12)
Resource Selection	214	(1)
Making the Referral	215	(4)
Monitoring Services	219	(4)
Working with Other Professionals	223	(1)
Advocacy	224	(5)
How to Be a Good Advocate	226	(3)
Teamwork	229	(5)
Treatment Teams	229	(1)
Types of Teams	230	(2)
Teams with Families and Friends	232	(1)
Benefits of Teams	233	(1)
Chapter Summary	234	(1)
Chapter Review	235	(2)
Working Within the Organizational Context	237	(28)
Understanding the Organizational Structure	238	(10)
The Organization's Plan	239	(1)
Structure of the Organization	240	(4)
The Informal Structure	244	(2)
The Organizational Climate	246	(2)
Managing Resources	248	(6)
What Exactly Is a Budget?	248	(2)
Features of a Budget	250	(1)
Sources of Revenue	251	(3)
Improving Services	254	(7)
What Is Quality?	254	(1)
Conducting a Utilization Review	255	(1)
Planning Quality Assurance Programs	256	(5)
Chapter Summary	261	(1)
Chapter Review	261	(4)
Ethical and Legal Issues	265	(28)
Family Disagreements	267	(2)
Working with Potentially Violent Clients	269	(1)
Confidentiality	270	(6)
Confidentiality and Technology	274	(1)
Confidentiality and Interpreting	275	(1)
Duty to Warn	276	(3)
Working in the Managed Care Environment	279	(2)
Autonomy	281	(5)
Client Preferences: One Component of Autonomy	283	(2)
Autonomy and End-of-Life Issues	285	(1)
Breaking the Rules	286	(2)
Chapter Summary	288	(1)
Chapter Review	289	(4)
Surviving as a Case Manager	293	(22)
Themes in Case Management Today	294	(7)
Performance of Multiple Roles	295	(1)
Organizational Abilities	295	(2)
Communication Skills	297	(1)
Setting-Specific Knowledge	298	(1)
Ethical Decision Making	298	(1)
Boundaries	299	(1)
Critical Thinking	299	(1)
Personal Qualities	299	(2)
Case Study	301	(3)
Survival Skills	304	(7)
The Prevention of Burnout	305	(2)
Managing Time	307	(2)
Time-Management Techniques	309	(1)
Assertiveness	310	(1)
Chapter Summary	311	(1)
Chapter Review	312	(3)
Glossary	315	(6)
Index	321