Unit of competency Outline

Date retreived
22/07/2026 8:04 PM AWST

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Establish and monitor a case plan

Establish and monitor a case plan

Unit of competency
National Code
CHCCM402D
State Code
D2294
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
22/12/2010
View on TGA
State Implementation and Classification
Approved Date
19/10/2009
Field of Education
090513 - Counselling
Original Release Date
19/10/2009
Nominal Hours
55
Description
DescriptorThis unit describes the knowledge and skills required to develop a case management plan to address specific client needs
Notes
Elements and Performance Criteria
1. Develop a case management plan
  • 1.1 Assess client needs in accordance with organisation procedures
  • 1.2 Collect information on a range of suitable interventions to address immediate, short and longer term needs of clients
  • 1.3 Undertake appropriate consultation with stakeholders to ensure issues and options for their resolution are explored thoroughly
  • 1.4 Negotiate and agree common goals, objectives and processes with clients and stakeholders to ensure needs are addressed with statutory and organisation frameworks
  • 1.5 Explore a full range of options for addressing client and stakeholder needs and include in case management plan
  • 1.6 Ensure processes for monitoring achievement of goals, timeframes and resourcing are agreed in the planning stage
  • 1.7 Define roles, responsibilities and accountabilities for clients, stakeholders, workers and service providers
  • 1.8 Negotiate and agree processes for appeal and for the termination and/or renegotiation of intervention and include in the plan
  • 1.9 Identify relevant family, community, cultural and ideological considerations and address in the case plan
2. Define plan implementation procedures
  • 2.1 Implement practical arrangements to support clients and stakeholders
  • 2.2 Define negotiable and non negotiable aspects of the intervention and implement processes to ensure they are maintained
  • 2.3 Negotiate and agree ongoing case management processes with clients and stakeholders
  • 2.4 Where appropriate, develop and agree contracts with external service providers and accurately reflect timing and resourcing constraints
  • 2.5 Implement procedures to ensure information sharing between key stakeholders is facilitated
  • 2.6 Implement procedures to ensure progress of specialist client service delivery is monitored in accordance with agreed procedures, against defined performance indicators
  • 2.7 Define, and implement where necessary, procedures to deal with crisis situations
3. Establish review and evaluation systems
  • 3.1 Negotiate case plan with supervisor
  • 3.2 Set up appropriate evaluation processes for ongoing implementation of the plan
  • 3.3 Complete all relevant reporting procedures in accordance with organisation requirements
No information
No information
Replaces
State Code National Code Title Type
S3033 CHCCM2C Establish and monitor a case plan Unit of competency
Replaced By
State Code National Code Title Type
WC826 CHCCM402E Establish and monitor a case plan Unit of competency
State Code National Code Title Type
J025 CHC42012 Certificate IV in Employment Services Qualification