Workshops

The Comprehensive Assessment and Case Plan: Development, Implementation and Evaluation

ID: 4501WEB

This is a 2 day webinar. The case plan is a partnership agreement between the case manager and the client. Its development and implementation require a complex set of activities usually involving several areas of need and several providers. Participants in this interactive webinar will use a case study assessment from which reasonable, specific and measurable goals will be developed as a first step in formulating a case plan. Resource identification, linkages to services, advocacy to eliminate barriers, as well as the complexities of the case management relationship and ethical dilemmas will be explored as the plan moves into the intervention phase. Follow-up, monitoring, interagency coordination, and reassessment will allow the participant to determine whether the plan developed yesterday, still works for the client today. And finally, outcome evaluation will let the participants assess whether the client has measurably benefited from the case management relationship. [Required for Case Management Certificate Program]

Fee: $120.00
Continuing Ed. Hours (CEH): 6.00

Class Filled

Instructor: Lynn Pistolas, LCSW
Dates: Monday, February 20, 2023 and Monday, February 27, 2023
Time: 9:30 am - 12:30 pm ET
Location: Zoom (Interactive Webinar)


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Instructor: Lynn Pistolas, LCSW
Dates: Monday, June 19, 2023 and Monday, June 26, 2023
Time: 9:30 am - 12:30 pm ET
Location: Zoom (Interactive Webinar)

Webinar Objectives

At the conclusion of this webinar, participants will be able to:

  • Describe the process of setting long-term and short-term goals
  • Describe the linkages that are consistent with the assessed needs of the client and appropriate to the case plan
  • Demonstrate ability to maintain professional ethics in the case management relationship
  • Define measurable components for evaluating the effectiveness of the case plan

    Webinar Outline

    Day 1:
    9:30 am Welcome/Introduction/Overview
    9:45 am Case Management: Skills, Functions, Strength-Based Assessment
    10:30 am Formulation of Short and Long-Term Service Goals/Development of Case Plan
    11:45 am Implementation of Case Plan/Contracting with Client
    12:15 pm Linkages and Advocacy

    Day 2:
    9:30 am Review of Day One and Introduction to Day Two
    9:45 am Monitoring/Case Conferencing/Reassessment
    11:15 am Ethical Dilemmas in the Case Management Relationship
    11:45 am Outcome Evaluation
    12:15 pm Wrap Up / Q&A

    Target Audience

    Social Workers and Allied Health Professionals

    Content Level

    Beginner - Advanced

    Webinar Completion Requirements

    To earn CE credit, social workers must log in at the scheduled time, attend the entire course and complete an online course evaluation. Certificates of completion will be emailed within 10 business days of course completion.

    System Requirements

    • Operating Systems: Windows XP or higher, MacOS 9 or higher, Android 4.0 or higher
    • Internet Browser: Internet Explorer 9.0 or higher, Google Chrome, Firefox 10.0 or higher
    • Broadband Internet connection: Cable, High-speed DSL & any other medium that is internet accessible.

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