What is Case Management?

Case management has a  broad remit in the provision of rehabilitation and services to clients. The case manager initially identifies needs with a client and makes recommendations to meet these needs. The case manager would then work with the client to agree and implement plans with the clients to achieve their best outcomes.

It is acknowledged that case management practice varies by individual clients, differing models of provision, and the professional background of the case manager. However, this code of ethics and conduct applies to all case management practice.  

A case manager’s scope of practice may include:

  • Taking an overview of a client’s life and support needs;
  • Assessing client need;
  • Formulating a plan of intervention;
  • Commissioning services;
  • Meeting occupational and vocational needs;
  • Monitoring interventions for their efficacy;
  • Assessing and minimising risk;
  • Recruiting, training and supervising staff;
  • Liaising with legal teams/statutory services/funders to ensure the best outcome for the client;
  • Varying their approach and practice to meet the needs and achieve the best outcomes for the client  and their family;
  • Providing written evidence of the interventions;
  • Ensuring interventions are evidence‐based and, as far as can be predicted, the best course of action for the client.

A taxonomy of the case management role has been published by Lukersmith et al (2016).

Source: Code of Ethics and Conduct in Case Management Practice, Published February 2018.