Case Management Tools Monica Sulier, MS, RD, CDE Northwest Washington Indian Health Board

About information in notebook  Asked what our case managers what they thought was helpful when they first started  Just guidelines and tools  Encourage you to develop your own guidelines and forms to meet your site’s need

Guidelines for Case Management  Assessment and Care Plans  Education for participants  Support  Evaluation  Disease management  Follow up  Problem solving

How do I case manage?  No “right way”  Technique and approach many vary with each case manager  The approach that works with one participant may not work with another  Keep guidelines and goals for case management in mind when meeting with patients

What was successful at our site?  Being available  Relationship between case manager and participant  Trust (between case manager and staff, and between case manager and participants)  Consistent follow up  Knowledgeable staff

Case Studies/Role Playing  Note information on the C1 form  Observe and we will discuss after dialog between case manager and participant  Jot down questions as we go along  Picture how you would want things to look at your site