Unit of competency Outline

Date retreived
22/07/2026 10:40 AM AWST

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Undertake case management for clients with complex needs

Undertake case management for clients with complex needs

Unit of competency
National Code
CHCCM404A
State Code
D2295
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
25/03/2011
State Implementation and Classification
Approved Date
17/07/2014
Field of Education
090501 - Social Work
Original Release Date
17/07/2014
Nominal Hours
60
Description
DescriptorThis unit describes the knowledge and skills required to provide case management to clients who have already been assessed and whose needs have been identified as extending across a number of areas, such as aged care, community care, disability, mental health, drugs, alcohol or homelessness
Notes
Elements and Performance Criteria
1. Work within a case management framework suitable for the client's needs
  • 1.1 Identify a range of case management models that have established effectiveness
  • 1.2 Develop or adapt and apply case management processes appropriate to implementing statutory requirements
  • 1.3 Develop or adapt and apply case management processes appropriate to the unique case management requirements of the client
  • 1.4 Determine, with the client and relevant others, the outcome to be achieved through case management
  • 1.5 Provide information of the case management process to the client and relevant others
  • 1.6 Provide information on the client's role in the case management process
  • 1.7 Provide information on rights of appeal and avenues of complaint so that the person understands their rights
2. Identify services required to deal with the client's complex needs
  • 2.1 Work with the client to identify the range of issues that will require service input
  • 2.2 Work with the client to identify the interaction and relationships between the different presenting issues
  • 2.3 Work with the client to identify consequences of not addressing all of the issues
  • 2.4 Identify the full range of appropriate service and/or support options
  • 2.5 Provide information about different service and support options with details on aspects that may be appropriate for the client
3. Develop priorities for service and support inputs
  • 3.1 Work with the client to identify the priority for different service and support requirements
  • 3.2 Work with the client to identify possible timeframes and overlaps of service and support requirements
  • 3.3 Work with the client to identify their capacityto meet the logistic requirements of services and supports
  • 3.4 Respond to concerns about client self-harm and/or harm to others within statutory and duty of care requirements
  • 3.5 Provide information about referral procedures
  • 3.6 Determine the level of support the client will require to self refer
  • 3.7 Determine the roles of the client, relevant others and the worker in the referral process
4. Implement and monitor agreed upon activities and processes
  • 4.1 Implement strategies to continually monitor the effectiveness of case management processes against agreed goals, relevant services and programs, client and stakeholder satisfaction
  • 4.2 Assess the need for changes in case plan, including the need for ongoing intervention, and develop strategies for alternatives as appropriate
  • 4.3 Successfully negotiate with relevant parties, any proposed changes arising from case review
  • 4.4 Utilise processes for case closure as appropriate, to comply with organisation procedures
RANGE STATEMENT

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.


Case management models may include current practices across a range of sectors, including:
Youth
Home and community care
Disability
Mental health
Alcohol and other drugs (AOD)
Aged care
Homelessness
Trauma


Relevant others may include:
Family members
Primary carer
Friends
Neighbours
Other services


Complex needs may include:
Clients requiring multiple service types
Clients with a range of needs that cannot be met by one service type
Clients who have family and carer needs that require additional service inputs


Client capacity to meet the logistic requirements of services and supports may include:
Time to participate in services and supports
Transport
Cost
Level of wellness
Willingness to engage in services and supports
EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
This unit of competence will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions
Assessment should include a range of case management plans to reflect the normal range of workplace activities


Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities


Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include access to:
an appropriate workplace where assessment can take place or simulation of realistic workplace setting for assessment


Method of assessment:
Assessment may include observation, questioning and evidence gathered from the workplace or simulated environment
No information