AUS & NZ CMCT01

Presenter Lorraine Poulos

AGENDA

• Welcome • Acknowledgement of Traditional Owners • Learning Principles • Introductions and Expectations • Refreshment Breaks

LEARNING OUTLINE

• Definition of Case Management • Purpose of the National Standards of Case Management • Case Management Concepts • Practice Guidelines for Case Management • The Key Elements of a Standard • The Key Elements of the Self Assessment Framework • The Four Standards of Practice for Case Management • Introduction to the Case Management Process • National Code of Ethics for Case Management • The Key Elements of the National Code of Ethics • Ethical Decision Making (actions) • Brief Introduction to Case Management Certification

NATIONAL STANDARDS OF PRACTICE

PART A THE FUNDAMENTALS OF CASE MANAGEMENT

CASE MANAGEMENT?

When you hear the term case management what do you think it means?

Introduce yourself to the person sitting next to you and write down 3 words that come to mind.

5

CARE COORDINATION?

When you hear the term care coordination what do you think it means?

Repeat the previous activity and write down what you think care coordination means?

CARE COORDINATION

Care coordination (or implementation) is the execution by the case management practitioner of the specific activities and interventions that are necessary for accomplishing the agreed goals within a client’s case management plan of care. During this phase, the practitioner organises, secures, integrates and modifies (as needed) the human services and resources necessary to meet the clients holistic needs and interests.

CASE MANAGEMENT

Case management is a process, encompassing a culmination of consecutive collaborative phases, that assist clients to access available and relevant resources necessary for the client to attain their identified goals. Key phases within the case management process include: client identification (screening), assessment, stratifying risk, planning, implementation (care coordination), monitoring, transitioning and evaluation. Within the case management process the Case Manager navigates each phase of the case management process (as applicable) with careful consideration of the client's individual, diverse and special needs, including aspirations, choices, expectations, motivations, preferences and values, and available resources, services and supports. Marfleet, F, Trueman, S & Barber, R, 2013 3rd Edition, National Standards of Practice for Case Management , Case Management Society of Australia & New Zealand www.cmsa.org.au

CARE COORDINATION

CASE MANAGEMENT

CMSA CASE MANAGEMENT CONCEPTS

CMSA CASE MANAGEMENT CONCEPTS

CMSA CASE MANAGEMENT CONCEPTS

CMSA CASE MANAGEMENT CONCEPTS

CMSA CASE MANAGEMENT CONCEPTS

CMSA CASE MANAGEMENT CONCEPTS

CMSA CONCEPTS IN SUMMARY

GUIDING PRINCIPLES OF CASE MANAGEMENT

[National Standards for Case Management p.3]

PURPOSE OF THE STANDARDS?

Recognises the inherent rights of Clients to professional and effective case management services.

Provides a national benchmark of excellence in case management practice.

Provides a best practice framework for case management.

Provides a uniform approach to case management practice.

[National Standards for Case Management p.1]

5 KEY ELEMENTS OF A STANDARD

5 KEY ELEMENTS OF A STANDARD

SELF ASSESSMENT FRAMEWORK (SAF)

[National Self Assessment for Case Management Practice Handbook]

THE CASE MANAGEMENT STANDARDS

Four (4) Standards: 1. Case Identification

(screening) and Assessment

2. Planning 3. Monitoring 4. Evaluation and Outcomes

CASE MANAGEMENT PROCESS: STANDARD

[National Standards for Case Management p.8]

CASE MANAGEMENT PROCESS: NDIS

CASE MANAGEMENT PROCESS: INSURANCE CLAIMS

REFRESHMENT BREAK

5 KEY ELEMENTS OF STANDARD ONE

24

STANDARD 1

[National Standards for Case Management p.8]

STANDARD 1

[National Standards for Case Management p.9]

STANDARD 1

[National Standards for Case Management p.9]

STANDARD 1 – CASE IDENTIFICATION (SCREENING) ANDASSESSMENT

[National Standards for Case Management p.4]

STANDARD 1 – 9 PRACTICE GUIDELINES

[National Standards for Case Management p.4]

STANDARD 1 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.p. 4-14]

STANDARD 1 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.3]

REVIEW OF STANDARD 1 Assess yourself against the nine (9) practice guidelines for Standard 1 Try to rate yourself as honestly as you can. Remember in order to complete a full Self Assessment of your practice and performance, against the Self Assessment Framework (SAF) for Standard 1, you must respond to each of the (9) Practice Guidelines and (32) Practice Statements within the CMSA National Self Assessment for Case Management Practice Handbook and provide examples of your practice (i.e. scenarios, case studies, documentation of observed practises) to support your assertion of compliance.

[National Self Assessment for Case Management Practice Handbook p.p. 4-14]

STANDARD 2 - PLANNING

STANDARD 2 - PLANNING

[National Standards for Case Management p.10]

STANDARD 2 - PLANNING

[National Standards for Case Management p.10]

STANDARD 2 - PLANNING

[National Standards for Case Management p.5]

STANDARD 2 – 7 PRACTICE GUIDELINES

[National Standards for Case Management p.5]

STANDARD 2 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.p. 15-24]

STANDARD 2 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.p. 15-24]

REVIEW OF STANDARD 2 Assess yourself against the seven (7) practice guidelines for Standard two (2). Try to rate yourself as honestly as you can. Remember in order to complete a full Self Assessment of your practice and performance, against the Self Assessment Framework (SAF) for Standard 2, you must respond to each of the (7) Practice Guidelines and (27) Practice Statements within the CMSA CMSA National Self Assessment for Case Management Practice Handbook and provide examples of your practice (i.e. scenarios, case studies, documentation of observed practises) to support your assertion of compliance.

[National Self Assessment for Case Management Practice Handbook p.p. 15-24]

STANDARD 3 - MONITORING

STANDARD 3 - MONITORING

[National Standards for Case Management p.11]

STANDARD 3 - MONITORING

[National Standards for Case Management p.11]

STANDARD 3 - MONITORING

[National Standards for Case Management p.12]

STANDARD 3 - MONITORING

[National Standards for Case Management p.6]

STANDARD 3 – 5 PRACTICE GUIDELINES

[National Standards for Case Management p.6]

STANDARD 3 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.p. 25-32]

STANDARD 3 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.p. 25-32]

REVIEW OF STANDARD 3 Assess yourself against the five (5) practice guidelines for Standard 3 Try to rate yourself as honestly as you can. Remember in order to complete a full Self Assessment of your practice and performance, against the Self Assessment Framework (SAF) for Standard 3, you must respond to each of the (5) Practice Guidelines and (26) Practice Statements within the CMSA National Self Assessment for Case Management Practice Handbook and provide examples of your practice (i.e. scenarios, case studies, documentation of observed practises) to support your assertion of compliance.

[National Self Assessment for Case Management Practice Handbook p.p. 25-32]

STANDARD 4 – EVALUATIONANDOUTCOMES

STANDARD 4 – EVALUATIONANDOUTCOMES

[National Standards for Case Management p.12]

STANDARD 4 – EVALUATIONANDOUTCOMES

[National Standards for Case Management p.7]

STANDARD 4 – 12PRACTICEGUIDELINES

[National Standards for Case Management p.7]

STANDARD 4 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.p. 33-47]

STANDARD 4 – SELF ASSESSMENT FRAMEWORK

[National Self Assessment for Case Management Practice Handbook p.p. 33-47]

REVIEW OF STANDARD 4 Assess yourself against the twelve (12) practice guidelines for Standard 4. Try to rate yourself as honestly as you can.

Remember in order to complete a full Self Assessment of your practice and performance, against the Self Assessment Framework (SAF) for Standard 4, you must respond to each of the (12) Practice Guidelines and (41) Practice Statements within the CMSA CMSA National Self Assessment for Case Management Practice Handbook and provide examples of your practice (i.e. scenarios, case studies, documentation of observed practises) to support your assertion of compliance.

[National Self Assessment for Case Management Practice Handbook p.p. 33-47]

LUNCH BREAK

GROUP ACTIVITY

 CMCT01 Case Study Booklet  Read Instructions  Complete Questions  Report Findings

FOCUS ON PRACTICE

How do the Standards assist you?

What will you do differently?

Where do the Standards fit with your current funding guidelines or model of care?

When (how often) do you review, measure & assess your practice and performance against the Standards?

LEARNING RECAP

Five (5) Case Management Concepts

Five (5) Elements of a Standard

Two (2) Elements of the Self Assessment Framework

Self Assessment Process for Standards 1 – 4

Standards 1 – 4 for Case Management Practice

NATIONAL CODE OF ETHICS

PART B CASE MANAGEMENT VALUES, PRINCIPLES, PRACTICE & CONDUCT

NATIONAL CODE OF ETHICS

What is a Code of Ethics?

Why do we have a Code of Ethics?

How does a Code of Ethics assist a case manager?

When does a Code of Ethics assist a case manager?

A CODE OF ETHICS

Code of Ethics are documents that aim to identify the broad values, principles and standards of ethical conduct on which a particular profession is based. Marfleet, F. & Trueman, S. (2013). 2nd Edition, National Code of Ethics for Case Manageme nt, Case Management Society of Australia & New Zealand. www.cmsa.org.au A Code of Ethics is a set of statements about appropriate and expected behaviour of members of a professional group and, as such, reflects its values. All Certified Practising Case Managers™ or Certified Case Managers (Non Practising)™ agree to abide by the National Code of Ethics for Case Management.

CASEMANAGEMENT CODE OF ETHICS

1. VALUES

[National Code of Ethics for Case Management p.4]

2. PRINCIPLES

[National Code of Ethics for Case Management p.4-5]

3. ETHICAL PRACTICE & PROFESSIONAL CONDUCT

[National Code of Ethics for Case Management p.5-8]

3.1 CLIENTS & COMMUNITY

[National Code of Ethics for Case Management p.p.5-6]

3.2 EMPLOYER

[National Code of Ethics for Case Management p.p.6-7]

3.3 THE PROFESSION

[National Code of Ethics for Case Management p.p.7-8]

4. COLLEAGUES

[National Code of Ethics for Case Management p.8]

FRAMEWORKFORETHICALDECISIONMAKING

[National Code of Ethics for Case Management p.9]

GROUP ACTIVITY

 CMCT01 Ethical Case Study  Ethical Questions For Decision Making (National Code of Ethics for Case Management page 10)  Discuss Responses  Report Findings

[National Code of Ethics for Case Management p.10]

ETHICAL DECISION MAKING Ethical questions that support the decision-making process: 1. Is it against or not in accordance with the National Standards of Practice for Case Management? 2. Does it feel right? 3. Is it illegal? 4. Will it reflect negatively, poorly or badly on you or your employer? 5. Who could your decision or action injure? 6. Could you disclose without qualm, your decision or actions to others? 7. Is there an alternative action that does not pose an ethical conflict? 8. What is your conscience telling you? 9. What would a reasonable person think? 10. Under what conditions would you allow exceptions to your decisions?

[National Code of Ethics for Case Management p.10]

LEARNING RECAP

Code of Ethics for the Profession (documents)

Values of the Profession (beliefs)

Principles of the Profession (conduct)

Practice & Conduct of the Profession (duties)

Ethical Decision Making (actions)

CASE MANAGEMENT CERTIFICATION

PART C CERTIFIED CASE MANAGERS™

BECOMING A CERTIFIED CASE MANAGER (PRACTISING OR NON PRACTISING)™

Attaining Certification status (Practising or Non Practising) is an essential component of contemporary case management for experienced individuals who wish to demonstrate competency in the specialist area of case management. As a Certified Case Manager™ you will be joining a community of professionals with demonstrated expertise in case management.

ABOUT CERTIFIED CASE MANAGERS™ With National Certification comes an enhanced degree of professional credibility and recognition as this exclusive award: • validates specialised knowledge through examination; • verifies requisite levels of education and experience; • Affirms recency of case management practice (practical, managerial or theoretical); • demonstrates a commitment to continuing education and examination to stay at the forefront of your specialist profession; • requires recognition and compliance to the values, principles, ethical practice and professional conduct of the National Code of Ethics of Case Management; • provides endorsement as to the veracity, integrity and fidelity of the profession of case management; and • affords you with foundational platform to comply with the minimum practice standard (benchmark) of case management in accordance with the National Standards of Practice for Case Management.

FOCUS ON CERTIFICATION

What are the benefits to the case manager?

What are the benefits to the supervisor/agency?

What are the benefits to the Client?

What are the benefits to key stakeholders?

What are the benefits to the profession?

APPLYING FOR CERTIFICATION There are four (4) different application pathways available depending on your individual qualification, vocational experience, knowledge and skills. Each of the Vocational Pathways to Certification 1- 4 serve as a checklist of the minimum pre-requisite criteria an individual must meet in order to be eligible to apply for registration as a Certified Case Manager™ Certified Practising Case Manager CPCM™ Pathway 1, Pathway 2 and Pathway 3 Certified Case Manager (Non Practising) CCMNP™ Pathway 4

learn more at www.cmsa.org.au Go to Navigation Tab: Certification

Go to Drop down menu: About Certification AUS & NZ Go to Drop down menu: Learn More

AWARDS AND BENEFITS • Professional recognition and status • CPCM or CCMNP Testamur (parchment) • Lapel Pin (CPCM only) • Option to register for a Certified Case Manager Trade Mark Logos (CCMTML) Licence • Details added to the public CCM Online Register • Full CMSA Membership benefits • Post nominals CPCMCMSA or CCMNPCMSA - for 3 year term

CCM TRADEMARK LOGOS (CCMTML) CERTIFIED PRACTISING CASE MANAGER™ - AUSTRALIA & NEW ZEALAND

CERTIFIED CASE MANAGER (NON PRACTISING)™ - AUSTRALIA & NEW ZEALAND

Approved uses include: • Brochure / flyer • Business card • Door decals / stickers • Email signature • Listing in public directory • Office signage • PowerPoint presentations • Reports • Social media (Facebook, Twitter or LinkedIn) • Stationary or letterheads & related materials • Website

Check your training folder for information flyers/worksheets. More information will be sent to you by email, along with a PDF copy of your Certificate of Attainment. More information about National Certification

learn more at www.cmsa.org.au Go to Navigation Tab: Certification

Go to Drop down menu: About Certification – AUS & NZ Go to Drop down menu: Learn More

Receive 25% off the National Certification Fees All participants of todays training event are eligible to receive 25% discount off the standard Certification application fees. Your CMCT01 Certificate of Attainment Please check your details for any errors [email address and name] within the attendance form and let me know of any corrections.

ANY QUESTIONS? telephone: (07) 4055 4052 email: certification@cmsa.org.au www.cmsa.org.au Navigation Menu: Certification Drop down menu: About Certification AUS & NZ