Presented by Lorraine Poulos Professionalising Case Management 1.
-
Upload
eileen-bryant -
Category
Documents
-
view
215 -
download
0
Transcript of Presented by Lorraine Poulos Professionalising Case Management 1.
Basic Budgeting for Consumer Directed Care
Presented byLorraine PoulosProfessionalising Case Management
1 Acknowledgement of traditional ownersBackground to presentationCurrent environment aged/disabilities/health/childcare moving to a consumer driven human services where funding follows consumerMoving to a user pay system
22 2013 Lorraine Poulos & AssociatesImplications for Case Managers in changing environments The importance of intermediariesConsumer preferencesPositioningInfrastructure and costsCulture and readiness
Lorraine Poulos and Associates 33Identified skills 4The Community Services and Health Industry Skills Council environmental scan 2013/14:Case managementCare planningFinancial managementLeadership skillsAustralian Aged Care Quality Agency INA 2014 confirmed these with the addition ofCDC- budgets, choice, enablement Quality Customer service Consumer engagement Identifying and managing risk
Current state of play5Case Management service type out of CHSP why ?
RAS- short term re-ablement case management in model early days
NDIS planners
CDC consumers questioning value of Case Management
Confusion over what it means- co-ordination, rostering, short term/joint/ long termWhy misunderstanding or lack of value6Case Management unable to be defined by those actually doing it !
Use of jargon when describing to clients particularly those who can self manage
Poor documentation and evidence of timely interventions/support e.g. mental health, aged care
Very poor skills in marketing services and benefits, lack of research/evidence 7All resulting in a reduction in the ratio of Case Managers to clients
Case Management CMSA definitions case management is a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet an individuals holistic needs through communication and available resources to promote quality cost-effective outcomes.
CMSA, National Standards of Practice for Case Management, 3rd Edition 20138
Case Management CMSA definitions 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.
CMSA, National Standards of Practice for Case Management, 3rd Edition 2013
9
Key phases within the case management process include:
client identification (screening) assessment stratifying risk planning implementation (care coordination) monitoring transitioning and evaluation10
Case Management within Human Service delivery11
Case Management, as it is understood by professionals, promotes clients to self manage as much as possible whilst stratifying, evaluating risk and barriers to clients achieving goals (social and health determinants)
Case Management ConceptsFACILITATES the personal development of ClientsADVOCATES for Client rights.is PURPOSEFULPROMOTES sustainable solutions.is underpinned by COMMUNICATION
CMSA, National Standards of Practice for Case Management, 3rd Edition 201312Professional training provided to Case Managers via CMSA13Case Management Society of Australia CMSA competency training in National Standard and Code of EthicsNational Skills Set for Effective Case Management Certification process National Register and data base
Organisations identifying lack of evidence of skills in documentation via pre and post QR and TPV auditsWhat are the skills set ?14Advocacy Care planning including measurable goal settingCase conferencingCommunication written and verbalCultural sensitivityDocumentationFinancial acumenInterviewing and assessmentNetworking and collaboration Some documentation requirementsAssessments relevant to client/consumer needCare plansBudget discussions (if relevant)Progress notesAppointmentsReportsReferral reportsPhone calls Review of the case management practitioner or professional actions i.e. advice, support, linking, promotion of independence etcetera15
16Why Should I Care?
It is the lawCase notes can be subpoenaed as evidence in court cases Clients (or the person they appoint) have a legal right to access their personal records and read what you have documentedYour organisations contract with the funding body legally requires you to comply with specific StandardsWhat you document will impact on the quality and accuracy of a clients care and the quality and accuracy of communication with other stakeholdersEfficient and detailed case notes provide case management practitioners and professionals with greater legal protection and accountability in practice. Conversely, they serve to prompt the recall of memories (i.e. information and events and actions) if required at a future date or court proceeding1616The Scare Slide!Incorrect Documentation17Statements which are judgmental and subjectiveIncomplete entriesNo signature or designationInaccurateNot datedImportant information missingSpaces allowing for corrections or changesHard to followInappropriate opinions, labels, personal judgement or value laden language that is open to personal interpretation
18What are the clients abilities?
What will the service do?
What will the case management practitioner or professional do?
When/How will the case management practitioner or professional review the achievement or progress?
Goal and Care PlanPurpose of a Case Conference19Inter-multi-disciplinary group process convened to review a care plan A professional forum to share and exchange informationMeet and collaborate with other key stakeholders involved with the client and/or their significant otherDefine, identify and/or clarify roles, tasks and functions of all key stakeholdersReceive updates from key stakeholdersClarify information or concerns from the client and/or their significant other and/or key stakeholdersReview existing goals, interventions and progressFuture planning and delegation of tasks
Other mattersLorraine Poulos and Associates20Case management/core advisory need to be articulated on care plans in a meaningful formatFinancial conversationsMeaningful solutions Assistive technologiesCulture changeFixed cost and variable incomes- case management suffers
20Other mattersLorraine Poulos and Associates21Case scenario planning 50% occupancyMarketing needs to sell case managementNDIS and CDC empowered consumers LOVING it ! Home Care today/ NDIS information for consumers about case management/core advisory Examples of little or no evidence in files of co-ordination or case managementNo system of reviewing files for accuracy and contemporaneous notesTraining expensiveFinancial skills of staff
2122 If we are Case Managing we need: Evidence of all skills via training
Confidence in our abilities
Specialist skill development e.g. dementia, youth issues, restorative care, clinical care
Understand the clients right to choose dignity of risk/duty of care balances (see Home Care Today website resource)Informed and empowered clients may choose to NOT have our case management services!23
attitudes are the real disability
24Thank YouFurther details [email protected]
Lorraine Poulos and Associates
24