Three Phases Of Case Management: Assessment, Planning, And Implementation

The three phases of case management are assessment, planning, and implementation. Assessment includes identifying difficulties the person may be experiencing in areas of their life including personal and community relationships, their health, and environment. It is also appropriate at this time to bring together other sources of information such as verbal and written reports, to help build a picture. Planning is a holistic ongoing process, occurring in a variety of ways including informal and formal elements. It explores the interests and life circumstances of the person. Implementation of any plan can occur at three significant levels. They are; the person with a disability, family, friends, supporters and community, and intervention at a

systems level.

The three key elements for success in the case management interview process include: Responsibility for assessing the client’s problem and developing a responsive plan. Continuity in planning care and implementing the case plan through aftercare time periods. Accountability for tracking and updating the case plan, helping the client gain independence, and incorporating the client’s voice during plan-of-care decision-making. These elements ensure that a client’s problem is assessed, appropriate plans are put in place for the duration of treatment, and the client’s ability to function independently and to assume self-responsibility are increased. Case management provides a focus and oversees the delivery of services in an orderly fashion.