Case Management Resources




Negotiating, collaborating, communicating, team-building, precepting, educating, and consulting are the basis of what a successful case manager brings to their setting each day. There are skill sets every case manager and social worker needs to be effective. These skills form the foundation of an effective case management professional.

Case management is a collaborative process used to assess, plan, implement, coordinate, monitor, and evaluate options and services to meet individuals’  needs through communication and available resources to promote quality, cost-effective outcomes.

The case manager’s expertise is the vital link between the individual and the community. Successful outcomes cannot be achieved without using specialized skills and knowledge applied through the case management process. Not everyone possesses the necessary skills to become a successful case manager. Case managers and social workers need to be clinically astute and competent in their areas of practice. It is important for case managers to be skilled in the case management process and to learn the assessment skills that make them better able to identify their student’s actual and potential problems. This allows them to implement the required interventions to successfully resolve these problems and to evaluate the outcomes of their responses. 

Here is what skills are needed for the Case Management Process:

1. Assessment

2. Planning

3. Implementation

4. Coordination

5. Evaluation

Leadership Skills

1.  advocate

2. Facilitator

3. Negotiator

4. Quality improvement coordinator

5. Resource manager

6. Educator

7. Financial analyst

8. Decision-maker

9. Critical thinker

10. Data manager and analyst

Communication/Interpersonal Skills

1. Team-building

2. Customer relations

3. Public speaking

4. Conflict resolution

5. Delegation

6. Information-sharing

7. Systems thinking

8. Emotional intelligence

The skills needed far exceed those acquired through one’s professional licensure, and require expanded knowledge and skill sets to become a proficient case management professional. 

  • Please see the link below if you are or know a Case Manager who would like to know how to give referrals step by step. This link below is very helpful if you are thinking of becoming a Case Manager, particularly in the field of education. 

http://www.collectedny.org/careerposts/case-manager-corner-how-to-give-referrals-step-by-step/