What is Case Management?

Case management refers to the coordination of health, legal, financial, psycho-social, and/or other support services on behalf of an individual, usually when he or she has a disability which requires multiple services from many providers.

Case managers assess an individual’s needs, create care plans, and coordinate and monitor services as needed. They identify what is needed, for how long it will be needed, how often, how much it costs, and where it can be found. Case management helps to reduce miscommunication between providers, the individual, and/or his or her family. It can save time, lower costs and reduce the stress inherent in caring for someone with complex medical needs. Case management helps to ensure that the individual receives care in the least restrictive but most beneficial setting that is possible and desired.

Who Needs a Case Manager?

Many times the need for a case manager is clear. For example, coordinating various doctors’ appointments, managing numerous medications, and attending therapy follow-ups can be extremely overwhelming for a family. Case managers can provide assistance in these areas in order to maximize an individual’s potential for improvement.

Examples of instances when a case manager can be helpful include:

  • When you live miles away from your parents or loved ones and it is obvious that despite their resistance, help is needed to ensure their well-being.
  • When your loved one is not able to explain the details of his/her latest doctor’s appointment and is unsure about what he or she was told to do.
  • When you are having difficulties in finding professionals who offer services in specialized areas. (For example, massage therapists, family counselors, tutors, or vocational specialists)
  • When you need assistance in securing financial services or benefits for your loved one.
  • When you wish to protect the future of loved ones with special needs (For example, by establishing guardianship so that you have the right to make medical decisions for them)
  • When you need assistance in researching and evaluating residential facilities, day programs, schools, community services, or treatment programs.
  • When you are spending many hours trying to coordinate and manage services, appointments, transportation, medications, equipment, therapies, tutors, or home health care aides.

A case manager can provide assistance in the following ways:

  • Can gather medical documentation about a condition, injury, or illness, and any care received or needed for it.
  • Can help to make a realistic plan for the future.
  • Can help to identify professionals who will form a support team who will help to accomplish goals for the future.
  • Can help to better manage life by locating services, equipment, or professionals that may be needed.
  • Can make sure that all services, equipment, or professionals are easily accessible.
  • Can make sure that services, equipment, or professionals are provided at the right time to ensure that the most benefit is received from them.

Case Management Services Provided by CRC:

  • Guardianship Assistance
  • Trustee Services
  • Determine if in-home assistance is needed; screening and arranging for in-home services.
  • Analysis of medical costs, present and future, for planning the most effective long or short-term treatments
  • Discharge planning from hospital, rehabilitation center, nursing home, or other facility
  • Review and evaluation of the individual’s current and future medical, legal, and financial needs
  • Health and disability management – services that facilitate the physical recovery, rehabilitation, and, if applicable, return to work of an individual who has been injured
  • Education and training for individuals and families
  • School-related activities such as assistance with IEP’s (Individualized Education Plan and 504 Plans -Instructional services for students with disabilities who are in a regular education setting)
  • Transitional support services for children and young adults
  • Crisis intervention
  • Liaison to families at a distance, supervising the care and circumstances of the individual
  • Relocation assistance for individuals, families, or corporations transferring employees with disabilities or family members with disabilities
  • Advocacy

For more information, please contact the Case Management department.