Case Management

Purpose

In response to a need from the national Community Action network, CAMP created the first case management curriculum and training program targeted for Community Action Agencies. This body of materials is generally referred to as The Accountable Case Manager and consists of a one or two day course, a workbook/textbook, a Train-The-Trainer Program, and additional course work in motivational interviewing and case note preparation.

The Accountable Case Manager provides the discipline of case management as practiced in the Community Action Network with an accountability structure and management framework that supports the primary mission of self-sufficiency. The Accountable Case Manager program:

• provides the tools and training for managers and staff in Community Action Agencies (CAAs) to acquire a basic understanding of case management practices,
• provides the necessary skills for staff to be successful in their job,
• shows how to support clients in realizing their goals and the incremental steps necessary to achieve those goals,
• identifies a process to develop goals, incremental steps and benchmarks that mark a path to success,
• identifies why the work of the front line worker is so necessary to the health and well-being of the agency.

While The Accountable Case Manager serves as a best practice model for Community Action Agencies, the same material has successfully been used in county human services including children and youth, mental health and mental retardation and workforce development organizations. The materials have also successfully been adapted to other community based organizations.

Case Management Training and Resources

CAMP offers the following case management training and materials. Click on each link for additional information:

• The Accountable Case Manager One-Day Training
• The Accountable Case Manager Two-Day Training
• Motivational Interviewing-The Helping Interview
• Case Note Preparation
• The Accountable Case Manager Train-The-Trainer Program
• The Accountable Case Manager-English Language Edition Workbook/Textbook
• The Accountable Case Manager-Spanish Language Edition Workbook/Textbook

Please contact CAMP for scheduling and training fees and purchase of publications.

The Accountable Case Manager One-Day Training

This one-day training program covers the following topics:

• A Definition of Self-Sufficiency for Community Action
• Overview of Case Management in Community Action
• Intake for Case Management of Direct Services
• Pre-Assessment for Case Management or Direct Services
• Comprehensive Assessment for Case Management
  or Direct Services
• Comprehensive Assessment and Accountability for
• Case Management or Direct Services-Using an Outcome
  Scale or Outcome Matrix
• Case Management Planning
• Case Scenario, Case Management-Exercise Five
• Developing Discharge Criteria and Closing the Case

Practice is provided in client intake and assessment and development of case plan goals, objectives and evaluation. Participants are also trained to assess client progress using outcome scales and an outcome matrix. Participants receive The Accountable Case Manager Workbook/Textbook and the eIntake and Assessment Tool, an Excel version of the eLogic Model® Manager.

For licensed social workers, therapists and marriage counselors, completion of the one-day course qualifies for six continuing education credits in Pennsylvania which are issued by Temple University. Continuing Education credits may be available in your home state through your local licensing organization. Please contact us for details.

Temple University also offers professional certification upon completion of the two-day, Accountable Case Manager course.

Since 2006, the Accountable Case Management Course has been offered by both CAMP trainers as well as by CAMP certified trainers in California, Colorado, Florida, Kentucky, Massachusetts, Nebraska, Nevada, Pennsylvania, and Washington.

The Accountable Case Manager Two-Day Training

This two-day training program covers all topics from the one-day course with the addition of Motivational Interviewing-The Helping Interview (See below). Depending on how the day is scheduled, Case Note Preparation and Implementation of Case Management Practices may also be presented.

Motivational Interviewing-The Helping Interview

This training can be scheduled for a half-day or full day presentation depending on the number of topics and group exercises presented. This training covers the following topics:

Introduction

• Role play-what to do and not to do utilizing the agency intake and assessment process

  Overview of Seven Qualities Inherent in Helping
  Interviews

• Beware of Role Expectations
• Helping is Not Active Behavior
• Seek to Eliminate Blind Spots
• Anticipate an Element of Crisis
• Listening is Everything
• Helping Interviews Have Phases
• Helping Has a Spiritual Foundation

  Interviewing Skills

• Paraphrasing
• Reflection of feeling
• Open ended questions
• Close ended questions
• Clarification
• Summarization
• Information Giving
• Confrontation
• Interpretation

Practice-Role Play in Small Groups
Test/Plan for Professional Development

This workshop was developed jointly by Temple University and CAMP and is offered by both faculty of Temple University or CAMP staff.

Case Note Preparation

This workshop provides the basics of case note preparation for case managers and direct service workers. Issues of language, documentation, confidentiality, legal requirements and confidentiality are covered.

The Accountable Case Manager Train-The-Trainer Program

With the growing interest and requests for a quality case management curriculum, CAMP responded to this need by developing a Train-The-Trainer Program that certifies and licenses skilled trainers to offer the one day Accountable Case Manager course in their respective communities and states.

The Accountable Case Manager course departs from the traditional case management curriculum by addressing organizational and managerial issues in addition to the “hands on” training of front line direct service staff. It was created and written expressly for Community Action Agencies.

The Business Model
The Train-The-Trainer Program is built on a business model that recognizes the inherent talent of Community Action professionals to provide quality training to their constituents. This program seeks out persons who are already certified ROMA trainers or have proven training skills and can master a new curriculum in an intense three day training program. The program focuses on delivery of the case management curriculum more so than the development of training skills.

While the primary purpose of this Train-The-Trainer Program is to deliver a quality curriculum to support and improve case management and direct services, it also provides the opportunity for licensed trainers and their organizations to create additional revenue that supports their own or their organization´s on-going work. Community Action Agencies, their subcontractors, and other social service and community based organizations are always providing training opportunities for their staff and seek quality training and quality trainers.

As a certified licensed trainer for The Accountable Case Manager course, you are qualified to offer the one day course to the Community Action Network and any other social or community based organizations. Even though the Accountable Case Manager course was written for a Community Action audience, it can serve equally well in other social service organizations such as those funded by the United Way, local foundations or city and county government.

CAMP has conducted Train-The-Trainer Programs and certified trainers from Alabama, California, Florida, Kansas, Kentucky, Minnesota, Nevada, New Mexico, North Carolina, Pennsylvania and West Virginia.

The Accountable Case Manager Train-The Trainer Curriculum
Our technique for this Train-The-Trainer Program is to present each of the ten chapters in The Accountable Case Manager followed by training tips, insight into the material, and group discussion of the “script” and how to present each chapter. The master trainer will present each chapter following a real time schedule including group exercises.

The course is delivered using a PowerPoint presentation and a prepared trainer manual. This technique is demonstrated over the first day and a half. There will be an opportunity to customize the material to “fit” your training style.

Each participant will be assigned two chapters or parts thereof to present to the entire group. Each participant will also be required to conduct a group exercise. This will allow you the opportunity of working with the PowerPoint and practicing in front of their peers. Each person will be expected to self-evaluate their presentation followed by a general group discussion. Participants will be assigned their chapters to present prior to the actual training session.

The program is three-four days in length depending on the number of attendees.

Travel and Training Schedule

• Sunday: Trainers arrive in afternoon/evening.
  Check out training facility and meet with key staff in evening.
• Monday: Day One-8:30AM-4:00PM
  The course will be delivered by the CAMP master trainers. Chapters 1-7 will be presented. The technique is to present each chapter followed by a group discussion, insight into the curriculum, and trainer tips.
• Tuesday: Day Two-8:30AM-4:00PM
  The course will be delivered by the CAMP master trainers. Chapters 8-10 will be presented. In the afternoon, attendees will begin their presentations of the material. It is expected that each person will deliver two chapter or parts thereof to their peers in a mock classroom setting. Evaluation will be conducted by the master trainers as well as your colleagues.
• Wednesday: Day Three-8:30AM-4:00PM
  The attendees will present the case management course. Each person will deliver their pre-assigned chapter to their peers in a mock classroom setting. Evaluation will be conducted by the master trainers as well as your colleagues.
• Thursday: Day Four-Optional depending on the size of the group. 8:30AM-4:00PM

Each person will deliver their pre-assigned chapter to their peers in a mock classroom setting. Evaluation will be conducted by the master trainers as well as your colleagues. A final exam will be administered and graded.

Preparation

The best way to prepare for the training is to read The Accountable Case Manager, review the questions at the end of each chapter, make any notes and bring specific questions on the material. You can access the chapter questions by using this link to go directly to the Publications page, www.appliedmgt.com/Publications.htm. Copy the link into your browser´s address bar or place your cursor over the link and press Ctrl and then left click your mouse. Either way will take you to the place on the web site that features The Accountable Case Manager. To access the chapter questions enter the following: user ID is case and the password is manager. You will not receive any other additional material prior to the training.

A trainer manual and PowerPoint of the course will be emailed prior to your attending. A hard copy of the trainer manual and the PowerPoint presentation of the course will be provided at the training. Prior to your arrival, we will assign the three chapters to be presented so you can review and become familiar with the materials.

Materials

Each participant attending the training will be provided a copy of The Accountable Case Manager, a Trainer Manual and a USB Flash Drive containing the PowerPoint presentation and the Trainer script. The Trainer Manual will include a master copy of all exercises and handouts, the Trainer script, and chapter questions and answers. Also included on the USB Flash Drive is a copy of the eIntake and Assessment Tool (Excel platform) which is used to support the training and can also be used for case management.

The Accountable Case Manager-English Language Edition Workbook/Textbook

The Accountable Case Manager is an Internet publication and we support it similar to support of a software product. As we update materials and add new chapters, we post it to our web site at, www.appliedmgt.com.

The book has nine chapters that cover the following topics:

• A Definition of Self-Sufficiency for Community Action
• Overview of Case Management in Community Action
• Intake for Case Management of Direct Services
• Pre-Assessment for Case Mgt. or Direct Services
• Comprehensive Assessment for Case Management
  or Direct Services
• Comprehensive Assessment and Accountability for
  Case Management or Direct Services-Using an Outcome
  Scale or Outcome Matrix
• Case Management Planning
• Case Scenario, Case Management-Exercise Five
• Developing Discharge Criteria and Closing the Case

  A tenth chapter the Helping Interview, and supplemental material including updated federal poverty guidelines can be found at a password protected site on our web site labeled, - The Accountable Case Manager - On-Line Resources - Book Purchasers or Attendees of Case Manager Training. Current on-line postings include:

• Supplemental/Replacement Pages for 2011 HHS Poverty Tables
• Answers to the Discussion Questions following each chapter of the book.
• Responses from Group Exercises conducted during The Accountable Case Manager on-site training.
• The Helping Interview which is the new Chapter Ten of the book.

The Accountable Case Manager sells at $19.95 which includes shipping. Discounts are available for multiple purchases. Please click here to order.

The Accountable Case Manager-Spanish Language Edition Workbook/Textbook

The Accountable Case Manager-Spanish Language Edition sells at $19.95 which includes shipping. Discounts are available for multiple purchases. Please click here to order.