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Case Management in Social Work

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Intake Assessment

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The process of gathering detailed information to understand a client's situation and needs. Example: A social worker conducts interviews to collect a client's history, current situation, and service needs.

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Needs Identification

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Analyzing information collected during intake to identify the client's needs and challenges. Example: Determining a client's need for housing, employment, or mental health services.

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Service Planning

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Creating a structured plan of action to address the identified needs of the client. Example: Developing a treatment plan that includes therapy sessions, vocational training, and budgeting assistance.

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Advocacy

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Acting on behalf of the client to secure services and resources they are entitled to. Example: A social worker contacts agencies to arrange for emergency housing and food stamps for a homeless client.

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Monitoring

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Regularly checking on the client's progress and the effectiveness of the service plan. Example: Scheduling monthly meetings to assess client's adherence to a medication regimen.

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Evaluation

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Assessing the outcomes of the case management process to determine the success of the interventions. Example: Comparing the client's current status to the initial assessment to measure improvement.

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Reassessment

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An ongoing process of evaluating the client's needs and adjusting the service plan accordingly. Example: Revising a client's service plan after they achieve stable employment to focus on education goals.

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Case Closure

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The process of formally ending the case management services once goals are met or services are no longer required. Example: Terminating case management after a client has been successfully integrated back into the community.

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