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 Consider the multicultural perspective while reading this line from the chapter: “For many individuals, the medical establishment represents a place where they have little knowledge, no power or authority, or previous difficult experiences.” Read about the U.S. Public Health Service Syphilis Study at Tuskegee at http://www.cdc.gov/tuskegee/timeline.htm/ (Links to an external site.). Then watch the video at http://www.youtube.com/watch?v=FJXBn2_BboM&feature=player_embedded 

 How is this material related and why is the multicultural perspective so important to case managers? 

Generalist Case Management
A Method of Human Service Delivery 5th Edition

Marianne R. Woodside
Tricia McClam

Photo used with permission by Marianne R. Woodside Copyright © 2018 Cengage Learning. All Rights Reserved.


Building a Case File


Case Files: collection of information about the client, gathered over time by various professionals.

The type of information needed for the case file depends on the individual’s case and the agency’s goals. Many cases involve medical, psychological, social, educational, and vocational information.

Copyright © 2018 Cengage Learning. All Rights Reserved.

The Purpose of the Case File, Slide 1

Case files serve several purposes:

Summarizing the work with the client from the eligibility assessment through the end of services and after-care.

Providing data for evaluating client outcomes and the effectiveness of agency services and assessing the need for changes to the agency mission, goals, and services.

Providing data for answering legal and financial accountability questions (e.g., how were resources spent).

Providing new case managers with information during case transfers.

Case files address two facets of case management: working with the whole person and providing documentation and maintaining good records.

Copyright © 2018 Cengage Learning. All Rights Reserved.

The Purpose of the Case File, Slide 2

The purpose of building a case file shifts during the case management process.

At first, case managers build a case file to determine service eligibility.

After eligibility is established additions are made to the file and may include assessments, case management plans and revisions, case notes, rationale for service termination, final outcomes, aftercare and follow-up plans, and the client and the case manager’s evaluation of services.

Copyright © 2018 Cengage Learning. All Rights Reserved.

Medical Evaluation

Knowledge of medical terminology, conditions, treatments, and limitations is important in understanding a case.

Medical information may be provided on a form or in a written report.

Agencies approach medical information in different ways.

Medical knowledge is particularly crucial when working with people with disabilities; the information determines limitations and informs objectives.

Medical evaluations consist of recommendations, including the individual’s physical, emotional, and intellectual capacities.

It is important when referring a client for a medical exam that the case manager prepare the client for that expe

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