Case Management Process

The context in which case managers provide health and human services to clients and their support systems. It consists of several phases and sub-processes that are iterative, cyclical, and recursive and applied until the client’s needs and interests are met. The steps include Screening, Assessing, Stratifying Risk, Planning, Implementing, Following-Up, Transitioning, Communicating Post Transition, and Evaluating. The process involves special intervention by case managers who work together with clients and their support systems to evaluate and understand the care options available to the clients; identify what is best to meet their needs; and institute action to achieve their goals and meet their interests and expectations.