UAE CMCT01 E-learning _ Insurance

E-learning Module 1

Presented by Dr Scott Trueman

NATIONAL STANDARDS OF PRACTICE

MODULE 1 PART A: INTRODUCTION TO CASE MANAGEMENT

TRAINING CHECKLIST

E-book ~ National Standards of Practice for Case Management (3 rd Revised Edition, 2013) E-book ~ National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015)

E-book ~ CMCT01 Reflective Practice Handbook

Blank activity worksheets

All training materials are available from the E-learning Platform

IMPORTANT INFORMATION

On completion of this video you will be instructed to return to the E-learning Platform to complete the reflective practice activities for this module.

Please click onto the icon (in the table above the video) to open the CMCTO1 Reflective Practice Handbook.

In the event that you are disconnected from this e- learning module please refresh the page to reset the video. You many then fast forward the video content to recommence the training.

LEARNING OUTLINE

Part A • Definition of Case Management • Purpose of the Standards of Case Management • Case Management Concepts • Guiding Principles of Case Management

• The Four (4) Standards of Case Management • The Five (5) Key Elements of Each Standard • The Two (2) Key Elements of the Self Assessment Framework • The Case Management Process • The Claims Management Process • Alignment of Claims Management to Case Management

ACTIVITY 1 – PART A

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

Please press pause and write down the three (3) words that come to mind.

ACTIVITY 1 – PART B

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

Please press pause and write down the three (3) words that come to mind.

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

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 VERSUS CARE COORDINATION?

CASE MANAGEMENT VERSUS CARE COORDINATION?

12

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]

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 CASE MANAGEMENT CONCEPTS

[National Standards for Case Management p.1-2]

GUIDING PRINCIPLES OF CASE MANAGEMENT

[National Standards for Case Management p.3]

THE CASE MANAGEMENT STANDARDS

Four (4) Standards: 1. Case Identification

(screening) and Assessment

2. Planning 3. Monitoring 4. Evaluation and Outcomes

5 KEY ELEMENTS OF EACH STANDARD

5 KEY ELEMENTS OF A STANDARD

SELF ASSESSMENT FRAMEWORK (SAF)

[National Self Assessment for Case Management Practice Handbook]

CASE MANAGEMENT PROCESS: STANDARD

[National Standards for Case Management p.8]

CASE MANAGEMENT PROCESS: INSURANCE CLAIMS

PROCESS ALIGNMENTS

PROCESS ALIGNMENTS

PROCESS ALIGNMENTS

LEARNING RECAP

Definition of Case Management

Five (5) Case Management Concepts

Five (5) Elements of a Standard

Two (2) Elements of the Self Assessment Framework

The Case Management Process in Claims Management

NATIONAL STANDARDS OF PRACTICE

MODULE 1 PART B: INTRODUCTION TO THE

CMCT01 REFLECTIVE PRACTICE HANDBOOK

LEARNING OUTLINE

PART B • Thoughtful Action versus Reflective Practice

• Purpose of Reflective Practice • The Reflective Practice Cycle

• Reflective Practice in Case Management • Two (2) Aspects of Reflective Practice • The Reflective Practice Cycle • Five (5) Common Models of Reflective Practice • Recording Reflections • Benefits of Reflective Practice • The CMCT01 Reflective Practice Handbook Skills Competency Levels

THOUGHTFUL ACTION VERSUS REFLECTIVE PRACTICE?

Thoughtful Action:

 Is instantaneous – you decide what to do next, thinking about it for only a split second.  There is no cycle of clearly defined separate phases. It is an unpredictable sequence because you respond to events in the situation itself.  There is no describing moment, because you are engaged in acting.  You are not aiming at improvement to the practice. You are thinking about how best to do what one always does.  There is no element of inquiry and you are not deliberately setting out to learn something from experience .

THOUGHTFUL ACTION VERSUS REFLECTIVE PRACTICE?

Reflective Practice:

 Requires you to take time out to reflect. It involves a conscious attempt to plan, describe, and reflect in the process and outcomes of the action.  It is a clear cycle separate moments in which you engage in completely different activities.  As reflection occurs after action, you create an observational record and describe the results of the action.  The major aim is to produce an improvement to your practice.  You incorporate the principles of self awareness, critical thinking and analytic ability into your inquiry strategies to find out more about your practice.

WHAT DO YOU THINK?

1. Essentially Reflective Practice is a method of assessing our own thoughts and actions, for the purpose of personal learning and development 2. For many people, this is a natural and instinctive activity 3. We can use Reflective Practice for our own development and/or to help others develop 4. Reflective Practice is a very adaptable process 5. Reflective Practice is mainly concerned with self-development 6. Reflective Practice is a valuable methodology for using insights and learning from our past

PURPOSEOF REFLECTION

Why should we reflect? Reflective Practice is a valuable tool for:

Professional development

Using insights and learning from our past

Assessing where we are now

Improving present and future performance

Self-motivation

REFLECTIVE PRACTICE CYCLE

REFLECTIVE PRACTICE CYCLE

REFLECTIVE PRACTICE

2 ASPECTS OF REFLECTIVE PRACTICE

Reflection-in-action refers to the quick thinking and reaction that occur as you are doing a task.

Reflection-on- action is what occurs outside work when you consider the situation again.

BEFORE REFLECTING

Timing

Understanding why you think the way you do

Your roles and responsibilities

Balancing subjective and objective reflection

MAINTAINING OBJECTIVITY

Reflect on our prejudices

Develop our awareness

Use objective evidence

Be clear about the facts

Ensure we don’t distort the truth

FIVE (5) MODELS OF REFLECTIVE PRACTICE

The Simple Model - Driscoll and Teh 2001

The REFLECT Model - Lawrence-Wilkes 2014

Kolb’s Experiential Learning Model - 1984

Gibbs’ Reflective Cycle - 1988

Bloom’s Taxonomy Model - 1956

THE SIMPLE MODEL

[Driscoll and Teh 2001]

REFLECT MODEL

[Lawrence-Wilkes 2014]

KOLB’S EXPERIENTIAL LEARNING

[Kolb 1984]

GIBBS’ REFLECTIVE CYCLE MODEL

[Gibbs 1988]

BLOOM’S TAXONOMY MODEL

[Bloom 1956]

RECORDING REFLECTIONS

THE BENEFITS OF REFLECTION

Building effective relationships Stress reduction and management

Successful reconciliation and mediation

Managing conflict

More effective development activities

Coping with change

Improving performance

CMCT01 REFLECTIVE PRACTICE HANDBOOK SKILLS COMPETENCY LEVELS

The CMCT01 Skill Competency levels 1- 3 are defined as the alignment of higher order learning outcomes to the professional requirements of the case management practitioner or professional.

The skill competencies listed in Levels 1 – 3 are demonstrated through the application of knowledge, thus demanding the case management practitioner or professional achieving higher order thinking rather than simply recalling information or following preset procedures.

COMPETENCY LEVEL 1

LEVEL SKILL COMPETENCY LEVEL

DESCRIPTION

Level One (1)

Fundamental Awareness (basic knowledge)

You have a common knowledge or an understanding of basic case management techniques and concepts:

• Focus is on learning and development.

COMPETENCY LEVEL 2

LEVEL SKILL

DESCRIPTION

COMPETENCY LEVEL Intermediate (practical application)

Level Two (2)

You are able to successfully complete tasks in this competency as requested. Help from an expert may be required from time to time, but you can usually perform the skill independently:

• Focus is on applying and enhancing knowledge or skill;

• You have applied this competency to situations occasionally while needing minimal guidance to perform successfully; and • You understand and can discuss the application and implications of changes to case management processes, systems, policies and procedures in this area.

COMPETENCY LEVEL 3

LEVEL SKILL

DESCRIPTION

COMPETENCY LEVEL

Level Three (3)

Advanced (applied theory)

You can perform the actions associated with this skill without assistance. You are identified within your immediate network as “a person to ask” when difficult questions arise regarding this skill.

• Focus is on broad case management issues;

• You have consistently provided practical/relevant ideas and perspectives on case management process and/or practice improvements which may easily be implemented; and • You are capable of coaching others in the application of this competency by translating complex case management nuances relating to this competency into easy to understand terms.

Congratulations on completing the e-learning presentation forModule 1

PLEASE RETURN TO THE E-LEARNING PLATFORM TO COMPLETE THE REFLECTIVE PRACTICE ACTIVITIES FOR MODULE 1

E-learning Module 2

Presented by Dr Scott Trueman

NATIONAL STANDARDS OF PRACTICE

MODULE 2 STANDARD ONE (1)

PRE-READING

National Standards of Practice for Case Management (3 rd Revised Edition, 2013) Page 4

National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015) Pages 1 -14

Please pause video and complete pre-reading before continuing this presentation

TRAINING CHECKLIST

E-book ~ National Standards of Practice for Case Management (3 rd Revised Edition, 2013) E-book ~ National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015)

E-book ~ CMCT01 Reflective Practice Handbook

Blank activity worksheets

All training materials are available from the E-learning Platform

IMPORTANT INFORMATION

On completion of this video you will be instructed to return to the E-learning Platform to complete the reflective practice activities for this module.

Please click onto the icon (in the table above the video) to open the CMCTO1 Reflective Practice Handbook

In the event that you are disconnected from this e- learning module please refresh the page to reset the video. You many then fast forward the video content to recommence the training.

LEARNING OUTLINE

• About Standard One • The Five (5) Key Elements of Standard One • Nine (9) Practice Guidelines for Standard One • Standard One – Self Assessment Framework • Insurance Claims Process • Claim Notification (Screening) Phase • Assessing Phase

• Claim Centred Assessment – Traditional Approach to Claims • Client Centred Assessment – Case Management Approach to Claims • Risk Stratification Phase • National Self Assessment (NSA) for Standard One

5 KEY ELEMENTS OF STANDARD ONE

STANDARD 1 – CLAIMNOTIFICATION (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]

INSURANCE CLAIMS PROCESS

STANDARD 1 – CLAIM NOTIFICATION (SCREENING) PHASE

STANDARD 1 – ASSESSING PHASE

STANDARD 1 – ASSESSING PHASE

STANDARD 1 – ASSESSING PHASE

STANDARD 1 – STRATIFYING RISK

STANDARD 1 – SELF ASSESSMENT FRAMEWORK

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

STANDARD 1 –ASSESSMENT RECORD 1A – 1F

[National Self Assessment for Case Management Practice Handbook p.13]

STANDARD 1 –ASSESSMENT RECORD 1G - 1I

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

ACTIVITY 2 Go to Page 9 of the National Self Assessment for Case Management Practice Handbook Reflecting on your past and present practices, please complete the self assessment for Standard 1E Guideline including S1E.1, S1E.2, S1E.3 & S1E.4

National Standards of Practice for Case Management Page 4

Please press pause to complete this activity

ACTIVITY 2 – PART A S1E.1 & S1E.2

[National Self Assessment for Case Management Practice Handbook p.9]

21

ACTIVITY 2 – PART A S1E.3 & S1E.4

[National Self Assessment for Case Management Practice Handbook p.9]

LEARNING RECAP

Five (5) Key Elements of Standard 1

Nine (9) Guidelines for Standard 1

Standard 1– Self Assessment Framework

3 Phases of Case Management Process for Standard 1

National Self Assessment (NSA) Standard 1

REFLECTIVE PRACTICE HANDBOOK

Congratulations on completing Module 2 of this e-learning presentation

PLEASE RETURN TO THE E-LEARNING PLATFORM TO COMPLETE THE REFLECTIVE PRACTICE ACTIVITIES FOR MODULE 2

E-learning Module 3

Presented by Dr Scott Trueman

NATIONAL STANDARDS OF PRACTICE

MODULE 3 STANDARD TWO (2)

PRE-READING

National Standards of Practice for Case Management (3 rd Revised Edition, 2013) Page 5

National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015) Pages 1 – 3 and 15 - 24

Please pause video and complete pre-reading before continuing this presentation

TRAINING CHECKLIST

E-book ~ National Standards of Practice for Case Management (3 rd Revised Edition, 2013) E-book ~ National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015)

E-book ~ CMCT01 Reflective Practice Handbook

Blank activity worksheets

All training materials are available from the E-learning Platform

IMPORTANT INFORMATION

On completion of this video you will be instructed to return to the E-learning Platform to complete the reflective practice activities for this module.

Please click onto the icon (in the table above the video) to open the CMCTO1 Reflective Practice Handbook

In the event that you are disconnected from this e- learning module please refresh the page to reset the video. You many then fast forward the video content to recommence the training.

LEARNING OUTLINE

• About Standard Two • The Five (5) Key Elements of Standard Two • Nine (9) Practice Guidelines for Standard Two • Standard Two – Self Assessment Framework • Insurance Claims Process • Planning Phase • Implementing (Care Coordination) Phase • National Self Assessment (NSA) for Standard Two

5 KEY ELEMENTS OF STANDARD TWO

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]

INSURANCE CLAIMS PROCESS

STANDARD 2 – PLANNING PHASE

STANDARD 2 – IMPLEMENTING (CARE COORDINATION) PHASE

STANDARD 2 – SELF ASSESSMENT FRAMEWORK

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

STANDARD 2 – ASSESSMENT RECORD 2A – 2F

[National Self Assessment for Case Management Practice Handbook p.23]

STANDARD 2 –ASSESSMENT RECORD 2G

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

ACTIVITY 3 Go to Page 17 of the National Self Assessment for Case Management Practice Handbook Reflecting on your past and present practices, please complete the self assessment for Standard 2C Guideline including S2C.1, S2C.2, S2C.3 & S2C.4

National Standards of Practice for Case Management Page 5

Please press pause to complete this activity

ACTIVITY 3 – PART A S2C.1 & S2C.2

[National Self Assessment for Case Management Practice Handbook p.17]

ACTIVITY 3 – PART A S2C.3 & S2C.4

[National Self Assessment for Case Management Practice Handbook p.17]

LEARNING RECAP

Five (5) Key Elements of Standard 2

Seven (7) Practice Guidelines for Standard 2

Standard 2– Self Assessment Framework

2 Phases of Case Management Process for Standard 2

National Self Assessment (NSA) for Standard 2

REFLECTIVE PRACTICE HANDBOOK

Congratulations on completing Module 3 of this e-learning presentation

PLEASE RETURN TO THE E-LEARNING PLATFORM TO COMPLETE THE REFLECTIVE PRACTICE ACTIVITIES FOR MODULE 3

E-learning Module 4

Presented by Dr Scott Trueman

NATIONAL STANDARDS OF PRACTICE

MODULE 4 STANDARD THREE (3)

PRE-READING

National Standards of Practice for Case Management (3 rd Revised Edition, 2013) Page 6

National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015) Pages 1 – 3 and 25-32

Please pause video and complete pre-reading before continuing this presentation

TRAINING CHECKLIST

E-book ~ National Standards of Practice for Case Management (3 rd Revised Edition, 2013) E-book ~ National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015)

E-book ~ CMCT01 Reflective Practice Handbook

Blank activity worksheets

All training materials are available from the E-learning Platform

IMPORTANT INFORMATION

On completion of this video you will be instructed to return to the E-learning Platform to complete the reflective practice activities for this module.

Please click onto the icon (in the table above the video) to open the CMCTO1 Reflective Practice Handbook.

In the event that you are disconnected from this e- learning module please refresh the page to reset the video. You many then fast forward the video content to recommence the training.

LEARNING OUTLINE

• About Standard Three • The Five (5) Key Elements of Standard Three • Five (5) Practice Guidelines for Standard Three • Standard Three – Self Assessment Framework • Insurance Claims Process • Monitoring Phase • Transitioning Phase • Disengagement and Feedback Phase • National Self Assessment (NSA) for Standard Three

5 KEY ELEMENTS OF STANDARD THREE

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]

INSURANCE CLAIMS PROCESS

STANDARD 3 – MONITORING PHASE

STANDARD 3 – TRANSITIONING PHASE

STANDARD3–DISENGAGEMENT&FEEDBACKPHASE

STANDARD 3 – SELF ASSESSMENT FRAMEWORK

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

STANDARD3–ASSESSMENT RECORD3A–3E

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

CLAIMSCASEMANAGEMENTAPPROACH

Case managers readily look for opportunities to receive feedback as a mechanism to refine their practice. This feedback is specific, with examples of what they did (or did not), do or say, and how it impacted on the situation. They use the opportunity to reflect on what they could have done differently and apply the learnings immediately. They put structures in place to help embed these new practices, to ensure they are sustained. Case managers provide feedback with specificity – describing the situation, what the other person did (or did not) and the impact of this, on the outcome. When providing constructive feedback. They take a collaborative approach to identifying alternative actions or in the case of a provider, specify what they would have preferred as an alternative action.

Case managers recognise the need for termination planning for all claim closures. They consider when to commence termination plans on a case by case basis – understanding that some cases may require more planning and supports than others. They engage relevant stakeholders in the process and coordinate collaboratively to ensure that any necessary resources, services nad supports beyond the claims process are in place. They readliy demonstrate consideration for the ongoing needs of the Client beyond the end of the claim. They document closure conversations and actions clearly and concisely.

Case managers recognise the importance of maintaining positive engagement with the Client and key stakeholders. This perspective impacts on the way they conduct monitoring actions across all circumstances. They take a collaborative approach to problem-solving, addressing discrepancies and working through situations that do not progress as expected. They set clear expectations with the other person and ensure that contingency plans are identified and implemented in the right context and in a timely manner.

FEEDBACK

MONITORING

TERMINATION & WITHDRAWL

ACTIVITY 4 – PART A Go to Page 28 of the National Self Assessment for Case Management Practice Handbook Reflecting on your past and present practices, please complete the self assessment for Standard 3D Guideline including S3D.1, S3D.2, S3D.3 & S3D.4

National Standards of Practice for Case Management Page 6

Please press pause to complete this activity

ACTIVITY 4 – PART A S3D.1 & S3D.2

[National Self Assessment for Case Management Practice Handbook p.28]

ACTIVITY 4 – PART A S3D.1 & S3D.2

[National Self Assessment for Case Management Practice Handbook p.28]

LEARNING RECAP

Five (5) Key Elements of Standard 3

Five (5) Practice Guidelines for Standard 3

Standard 3– Self Assessment Framework

3 Phases of Case Management Process for Standard 3

National Self Assessment (NSA) for Standard 3

REFLECTIVE PRACTICE HANDBOOK

Congratulations on completing Module 4 of this e-learning presentation

PLEASE RETURN TO THE E-LEARNING PLATFORM TO COMPLETE THE REFLECTIVE PRACTICE ACTIVITIES FOR MODULE 4

E-learning Module 5

Presented by Dr Scott Trueman

NATIONAL STANDARDS OF PRACTICE

MODULE 5 STANDARD FOUR (4)

PRE-READING

National Standards of Practice for Case Management (3 rd Revised Edition, 2013) Page 7

National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015) Pages 1 – 3 and 33 - 44

Please pause video and complete pre-reading before continuing this presentation

TRAINING CHECKLIST

E-book ~ National Standards of Practice for Case Management (3 rd Revised Edition, 2013) E-book ~ National Self Assessment for Case Management Practice Handbook (1 st Edition, 2015)

E-book ~ CMCT01 Reflective Practice Handbook

Blank activity worksheets

All training materials are available from the E-learning Platform

IMPORTANT INFORMATION

On completion of this video you will be instructed to return to the E-learning Platform to complete the reflective practice activities for this module.

Please click onto the icon (in the table above the video) to open the CMCTO1 Reflective Practice Handbook.

In the event that you are disconnected from this e- learning module please refresh the page to reset the video. You many then fast forward the video content to recommence the training.

5

LEARNING OUTLINE

• About Standard Four • The Five (5) Key Elements of Standard Four • Twelve (12) Practice Guidelines for Standard Four • Standard Four – Self Assessment Framework • Insurance Claims Process • Evaluating Phase • National Self Assessment (NSA) for Standard Four

5 KEY ELEMENTS OF STANDARD FOUR

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]

INSURANCE CLAIMS PROCESS

STANDARD 4 – EVALUATING PHASE

STANDARD 4 – SELF ASSESSMENT FRAMEWORK

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

STANDARD 4 – ASSESSMENT RECORD 4A – 4F

[National Self Assessment for Case Management Practice Handbook p.45]

STANDARD 4 – ASSESSMENT RECORD 4G – 4L

[National Self Assessment for Case Management Practice Handbook p.46]

STANDARD 4 – ASSESSMENT RECORD

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

ACTIVITY 5 Go to Page 41 of the National Self Assessment for Case Management Practice Handbook Reflecting on your past and present practices, please complete the self assessment for Standard 41 Guideline including S4I.1

National Standards of Practice for Case Management Page 5

Please press pause to complete this activity

ACTIVITY 5 – S4I.1

[National Self Assessment for Case Management Practice Handbook p.41]

LEARNING RECAP

Five (5) Key Elements of Standard 4

Twelve (12) Practice Guidelines for Standard 4

Standard 4 – Self Assessment Framework

1 Phase of Case Management Process for Standard 4

National Self Assessment (NSA) for Standard 4

REFLECTIVE PRACTICE HANDBOOK

Congratulations on completing Module 5 of this e-learning presentation

PLEASE RETURN TO THE E-LEARNING PLATFORM TO COMPLETE THE REFLECTIVE PRACTICE EXERCISES FOR MODULE 5

E-learning Module 6

Presented by Dr Scott Trueman

NATIONAL CODE OF ETHICS

Module 6 VALUES, PRINCIPLES, ETHICAL PRACTICE & PROFESSIONAL CONDUCT

PRE-READING

National Standards of Practice for Case Management (3 rd Revised Edition, 2013) Pages 1 - 12

Please pause video and complete pre-reading before continuing this presentation

TRAINING CHECKLIST

E-book ~ Code of Ethics for Case Management (3 rd Revised Edition, 2013)

E-book ~ CMCT01 Reflective Practice Handbook

Blank activity worksheets

All training materials are available from the E-learning Platform

IMPORTANT INFORMATION

On completion of this video you will be instructed to return to the E-learning Platform to complete the reflective practice activities for this module.

Please click onto the icon (in the table above the video) to open the CMCTO1 Reflective Practice Handbook.

In the event that you are disconnected from this e- learning module please refresh the page to reset the video. You many then fast forward the video content to recommence the training.

LEARNING OUTLINE

• Code of Ethics for the Profession • The Three (3) Key Elements of the Code of Ethics • Nine (9) Values of the Profession (beliefs) • Four (4) Principles of the Profession (conduct) • Four (4) Practice and Conduct of the Profession (duties) • Ethical Decision Making (actions) • Focus on Case Management Certification

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 CODEOF 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]

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]

ETHICAL DECISION MAKING

 Client has undergone testing and the results have been sent direct to you  Client has requested prior non-disclosure of the test result to his wife and family: Value of Confidentiality  The wife schedules an appointment to see you to discuss the test results: Value/s of Caring, Honesty and Respect  The Values of Confidentiality and Caring, Honesty and Respect are in conflict with one another (they are inconsistent)  You must make an ethical prioritisation between the two (2) options (of action) that is in the best interests of the Client  Option 1: Maintain the confidentiality of the Client  Option 2: Disclose the test results to the wife

ETHICAL DECISION MAKING

 You authorise a medical test to ensure a Client`s recovery: Principle of Beneficence  You do with the full knowledge that the test will result in pain and discomfort to the Client: Principle of Non-malfeasance  The Principles of Beneficence and Non-malfeasance are in conflict with one another (they are inconsistent)  You must make an ethical prioritisation between the two (2) options (of action) that is in the best interests of the Client  Option 1: Authorise the medical test  Option 2: Refrain from causing harm (pain) and forgo the test

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)

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.

AWARDS AND BENEFITS

• Professional recognition and status • CPCM or CCMNP Testamur (parchment) • Lapel Pin (CPCM only)

• Post nominals CPCMCMSA or CCMNPCMSA - for 3 year term

• 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

CCM TRADEMARK LOGOS (CCMTML)

CERTIFIED PRACTISING CASE MANAGER™

CERTIFIED CASE MANAGER (NON PRACTISING)™

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

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 UAE Go to Drop down menu: Learn More

REFLECTIVE PRACTICE HANDBOOK

Congratulations on completing Module 6 of this e-learning presentation

PLEASE RETURN TO THE E-LEARNING PLATFORM TO COMPLETE THE REFLECTIVE PRACTICE ACTIVITIES FOR MODULE 6