Bshs395: Case Management Interview - Powerpoint Presentation Speaker Notes

Case Management Interview

Willie Ann Law

BSHS/395

October 19, 2015

Dr. A. N. Session

PowerPoint presentation speaker notes.

Slide # 3:

        As a professional involved as a case manager, this person may be involved with the client from the initial assessment through termination from services (McClam & Woodside, 2012).  The case manager will interview the client to determine client strengths, needs and other factors (LaTorie Horn, 2015).  Establishment of goals and objectives is a process imparted by the client and case manager together. This information will be used to develop a service or treatment plan that contain the client goals and objectives. Also, referrals will be started to support the client’s needs outside of the case manager’s agency. The case manager and other helping professionals must be persistent in putting emphasis on client strengths and abilities (Brun & Rapp, 2001).

Slide # 4:

        Every client is unique and cannot be understood in terms of their culture. Get to know the client as an individual and not associate them with a particular group. As a professional we must not associate the similarities of clients, but see every face as a new face (McClam & Woodside, 2012). When communicating with diverse populations the chosen words are important. For example; when speaking of a married couple (husband and wife) with gay men or lesbian the word would be the partner. The United States is a country with a plethora of differences. As a case manager or interviewer, care must be taken to ensure the client is respected in their differences as well as their similarities. Our differences may be racial, economic, ability or disability, but we are all people defined by our unique selves (McClam & Woodside, 2012).  

Slide # 5:

        During the assessment process, information is gathered from the client. The client will provide demographic information, chronological life information, views and opinions of their current situation. To remove any barriers that the client may have, the interviewer must display respect, empathy and maintain a positive environment that mandates confidentiality (McClam & Woodside, 2012). The client is the primary source of information, and this information will be used to determine goals and objectives of the service plan. There are times when assessment requires the case manager or interviewer to gain insight of the client through information provided by prior service providers. All of the information gathered is documented and is used to establish eligibility with the agency. Client strengths, needs, and goals established from the assessment information.

Slide # 6:

        There are many aspects of planning and implementing a client’s services. From the information gathered during assessment the client’s goals are established. The client and the helper will establish, together, where the client wants to be or achieve from the helping process. The clients’ goals will list the desired outcomes within a timeframe that are attainable for the client. The goals must be clear and specific, realistic, and have the specific description of the behavior to be changed. They are expressed briefly, simply and give direction. Take larger goals and break them down into attainable segments (J. Corcoran, 2012). Objectives are established to outline the activities needed to accomplish the client goals. The goals and objectives are written with the clients strengths in mind. The client receives the services that are accessible within the case manager’s organization, and all other needs are provided by referring the client to outside service providers. Linking or collaborating services will allow other needed services to become providers within their profession (McClam & Woodside, 2012).  At this point, service or treatment for the client begins.