Unit of competency Outline

Date retreived
22/07/2026 10:19 PM AWST

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Facilitate and review case management

Facilitate and review case management

Unit of competency
National Code
CHCCSM017
State Code
OFH55
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
05/09/2025
View on TGA
State Implementation and Classification
Approved Date
21/10/2025
Field of Education
090501 - Social Work
Original Release Date
21/10/2025
Nominal Hours
70
Description
This unit describes the performance outcomes, skills and knowledge required to plan, monitor and review case management.Workers at this level work within organisational policies and procedures and may work autonomously or in consultation with supervisor or team leader.This unit applies to work in a range of health and community services contexts.The skills in this unit must be applied in accordance with Commonwealth and State or Territory legislation, Australian standards and industry codes of practice.
Notes
Elements and Performance Criteria
1. Determine response to case management.
  • 1.1. Utilise case management processes in accordance with organisational policies and procedures.
  • 1.2. Implement processes to enable the person to set goals and participate in case management processes.
  • 1.3. Integrate cultural considerations into all aspects of case planning.
  • 1.4. Provide information on rights of appeal and avenues of complaint so the person understands their rights and responsibilities.
2. Conduct case management meetings.
  • 2.1. Facilitate information sharing with the person, including confidentiality and consent, and establish a rapport.
  • 2.2. Identify and agree on person and worker roles, responsibilities, boundaries, and processes of service delivery.
  • 2.3. Determine and agree on organisational requirements, family and community needs, responsibilities and rights.
3. Develop a case plan.
  • 3.1. Collaborate with the person to identify strengths, abilities and goals and develop an agreed approach to case management, following a person-centred framework.
  • 3.2. Develop a case plan to reflect identified needs.
  • 3.3. Work with the person to identify the full range of immediate, short- and long-term needs of the person and other relevant parties.
  • 3.4. Establish and agree on processes to monitor and change case plan.
  • 3.5. Identify strategies to deal with complex and high risk situations.
  • 3.6. Assist person to set and achieve realistic targets for change or action and to take personal responsibility.
4. Monitor and review case work activities and processes.
  • 4.1. Implement strategies to regularly monitor the effectiveness of case management processes against agreed goals, service provision and progress.
  • 4.2. Assess the need for case plan changes and develop strategies for alternatives and ongoing interventions.
  • 4.3. Negotiate with relevant parties any proposed changes arising from case review.
  • 4.4. Document all case work interventions in compliance with evidence-based practice and confidentiality requirements.
  • 4.5. Implement case closure according to organisational policy and procedures.
No information
No information
Replaces
State Code National Code Title Type
OEL48 CHCCSM013 Facilitate and review case management Unit of competency