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Case Management 101

Advocate, Educate, and Invoke Change

AEIC Case Management LLC

4.5

Based on 66 ratings

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AEIC Case Management LLC

This is Course 2 from the Case Management 101: Course 1. Here we will pick up where we left off by getting more in-depth with the process of being a case manager/support coordinator. Please understand this is non-clinical case management and not to be confused with medical case management. If you are getting ready to start a job in the case manager/support coordinator field, this is the course for you.

This course also assists with understanding jobs within the social work, psychology, counseling, community health worker, and health and human services field. I always recommend that student abide by their agency policies and procedures. Take a few hours to listen to the material and give us feedback if the material helped you in seeking employment or help with your staff.

This course was created to assist those who are interested in working in case management at a high school level (Community Health Workers) and bachelor/master's level. The content was created to reassure the students that although you may see case manager positions available in the workforce for RN/LPN professionals; it is also a profession for others. Bachelors/Master level social work, psychology, or counseling graduates are eligible to work with individuals diagnosed with developmental disabilities.

*This training is a part of the Texas Community Health Worker CEU program. AEIC Case Management LLC is a certified instructor location.

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What's inside

Learning objectives

Understand how to conduct a meeting with your clients, caregivers, facilitators, and more.
You as the student will also learn the importance of boundaries with your clients.
You as the student will learn how to avoid negativity when dealing with your clients.

You will learn simple but key techniques to assist with burnouts with the job.
Most importantly, how to effectively engage with your clients. we will address this with 4 case scenarios that were not included in the supplement text.

Understand how to conduct a meeting with your clients, caregivers, facilitators, and more.
You as the student will also learn the importance of boundaries with your clients.
You as the student will learn how to avoid negativity when dealing with your clients.
You will learn simple but key techniques to assist with burnouts with the job.
Most importantly, how to effectively engage with your clients. we will address this with 4 case scenarios that were not included in the supplement text.

Syllabus

Case Management 101: Course 2 Quiz

This quiz is to follow up on your knowledge from the previous course. Take your time and rest assure that the questions are easy. We wanted go through a few refresher questions to get you started with Course 2. Good Luck!!!

This is not a lecture but just an overview of what to expect from Course 2.

Lecture 2 covers the initial meeting process and basic tips. Here I will go over what I consider important facts when meeting with your client for the first time. Here I will discuss the beginning, middle, and end of the initial meeting process.

Lecture 3 covers the safety and boundaries with your clients. Here I will discuss your role as the work vs. friend, obsessive clients, and safety tips.

Lecture 4 covers the first case scenario which includes a client that is aging out of their services as well as an overview of Louisiana's waiver services. This overview will help with the case scenarios within the lectures.

Lecture 5 covers the second case scenario for CM:101 Course 2. This lecture covers the combative client and options.

Lecture 6 covers (2) case scenarios which includes the older parents/overwhelmed caregivers and options.

Lecture 7 includes tips for handling repetition with the job. The final lectures are to help you as the student with getting through the day to day aspects of being a case manager/support coordinator.

Lecture 8 includes avoiding judgement with your job and the last course case scenario.

Encouragement before starting the job.

Final Quiz and I am excited you guys made it thus far. Take your time remember these are easy questions just to refresh your memory. Good Luck!!!

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Read about what's good

what should give you pause

and possible dealbreakers

Offers practical guidance on conducting client meetings, setting boundaries, and avoiding negativity, which are essential for effective case management

Provides insights into navigating the challenges of repetition and potential burnout, offering valuable strategies for maintaining well-being in the field

Explores case scenarios relevant to case management, such as aging out clients and combative clients, providing practical insights for real-world situations

Builds upon the knowledge gained in 'Case Management 101: Course 1', suggesting a structured learning path for those new to the field

Focuses on non-clinical case management, which may not be suitable for those seeking medical case management training

Includes content specific to Texas Community Health Worker CEU program, which may not be relevant to learners outside of Texas

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Reviews summary

Practical preparation for case management roles

According to learners, this course offers practical, actionable advice specifically tailored for non-clinical case management roles. Students highlight the incredibly helpful and realistic case scenarios as a key strength, noting they bridge the gap between theory and practice. Many appreciate the valuable tips on crucial aspects like client boundaries, safety, avoiding burnout, handling repetition, and cultural competency. Learners report feeling much more prepared for their jobs after taking it, viewing it as an essential follow-up to Course 1. However, some students with prior experience found the content a bit basic or too simplistic, suggesting it is best suited for those new to the field. The instructor is described as knowledgeable and encouraging.

Designed as a continuation of Course 1.

"It's a great follow-up to Course 1."

"It built well upon Course 1."

"This and Course 1 are essential."

Specific advice on key job challenges.

"I especially appreciated the segment on client boundaries and avoiding burnout."

"Learning about avoiding judgment and cultural competency was very valuable."

"The tips on managing repetition and burnout are practical and needed."

"The focus on boundaries and safety is crucial."

Offers immediately applicable job skills.

"This course was exactly what I needed to start my case management job."

"provides practical tips for initial meetings and safety."

"Highly recommend this course for anyone new to non-clinical case management. The content is clear, concise, and directly applicable."

"Practical, actionable advice for case managers."

Realistic examples clarify complex situations.

"The case scenarios were incredibly helpful and realistic."

"The case scenarios are a good way to see the concepts in action."

"The case scenarios are definitely the highlight. They help bridge the gap between theory and practice."

"The sections on initial meetings and different client scenarios are excellent."

May be too basic for experienced learners.

"Some parts felt a bit basic if you have prior experience in social work."

"Found this course too simplistic. Assumed a very beginner level of understanding."

"Didn't offer much for someone with a Master's degree looking for more advanced strategies."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Case Management 101: Advocate, Educate, and Invoke Change with these activities:

Review Ethical Guidelines for Case Managers

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Reinforce your understanding of ethical guidelines to prepare for real-world scenarios and maintain professional conduct.

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Review the NASW Code of Ethics.
Identify potential ethical dilemmas.
Research state and local regulations.

Review 'Case Management: A Practical Guide for Health and Human Services'

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Deepen your understanding of case management principles and practices to enhance your ability to provide effective client support.

View Initial Interviewing: What Students Want to Know on Amazon

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Read the chapters on assessment and planning.
Review the case studies provided.
Reflect on how to apply these concepts in your work.

Review 'The Social Work Skills Workbook'

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Practice core social work skills to enhance your ability to effectively engage with clients and navigate complex situations.

View Alter Ego: A Novel on Amazon

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Read the chapters on communication and assessment.
Complete the exercises related to client interviewing.
Reflect on how to apply these skills in case scenarios.

Four other activities

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Role-Play Client Interactions

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Simulate client interactions with peers to practice communication, boundary setting, and conflict resolution skills.

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Partner with a classmate.
Develop realistic case scenarios.
Role-play different client personalities.
Provide constructive feedback to each other.

Create a Presentation on Burnout Prevention

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Develop a presentation on burnout prevention strategies to reinforce your understanding of self-care and promote well-being in the workplace.

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Research burnout causes and symptoms.
Identify effective coping mechanisms.
Design visually appealing slides.
Practice delivering the presentation.

Develop a Resource Directory

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Create a comprehensive resource directory to improve your ability to connect clients with appropriate services and support.

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Identify key service areas.
Research local organizations and programs.
Compile contact information and eligibility criteria.
Organize the directory for easy access.

Volunteer at a Local Social Service Agency

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Gain practical experience by volunteering at a social service agency, applying your knowledge in real-world settings and developing valuable skills.

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Research local agencies.
Submit a volunteer application.
Complete the required training.
Assist with client support activities.

Career center

Learners who complete Case Management 101: Advocate, Educate, and Invoke Change will develop knowledge and skills that may be useful to these careers:

Case Manager

The role of a case manager involves coordinating services and support for individuals, often within social work, psychology, or counseling settings. This course focuses on non-clinical case management, making it highly relevant for those entering the field. You'll learn crucial skills such as conducting effective meetings, setting boundaries with clients, and navigating challenging situations. Specifically, the course addresses skills to help you become a successful case manager, such as case scenarios with aging clients and combative clients. It also covers strategies for the initial meeting process and avoiding judgment.

See salaries and explore the career path for Case Manager

Support Coordinator

A support coordinator assists individuals with developmental disabilities in accessing resources and services to enhance their quality of life. This course directly aligns with the duties of a support coordinator by providing in-depth knowledge of case management processes. The course content, which includes case scenarios and techniques for engaging with clients, builds skills necessary for anyone starting a new job as a support coordinator. You learn about the beginning, middle, and end of the initial meeting process. You will also learn how to address burnout. You will also learn about safety and boundaries with clients.

See salaries and explore the career path for Support Coordinator

Community Health Worker

Community health workers act as liaisons between communities and health and social service systems. This course is tailored to the needs of community health workers, particularly those working at the high school level, by providing practical guidance on non-clinical case management. The course addresses effective engagement with clients, boundary setting, and avoiding negativity. The lectures on topics such as cultural competency and avoiding judgment are particularly relevant for community health workers, as is being able to conduct a successful client meeting. This course provides you with the information needed to be successful as a community health worker.

See salaries and explore the career path for Community Health Worker

Social Worker

Social workers provide support and assistance to individuals and families facing various challenges, and knowledge of case management principles is invaluable. The course helps those in social work by providing a practical understanding of non-clinical case management. The course's emphasis on conducting client meetings, establishing boundaries, and effectively engaging with clients is highly applicable to social work practice. The case scenarios that are included will help you as a social worker be able to handle various clients. One who is planning to be a social worker should take this course.

See salaries and explore the career path for Social Worker

Human Services Assistant

Human services assistants provide support to social workers and other professionals in delivering services to clients. This course is designed to assist human services assistants in understanding the fundamentals of case management. The course's teachings on conducting client meetings, avoiding negativity, and handling challenging situations provide a solid foundation for assistants. The course's emphasis on practical skills and real-world scenarios makes it particularly valuable, in addition to the encouragement provided throughout the lectures.

See salaries and explore the career path for Human Services Assistant

Residential Counselor

Residential counselors provide care and support to individuals in residential treatment facilities or group homes. The skills taught in this course are beneficial for residential counselors, especially regarding client engagement and boundary setting. The course's content on avoiding judgment and handling repetition is also useful in the residential setting. The course addresses topics such as handling repetition and boundaries with clients. The goal of a residential counselor is to provide day to day support and care for their clients.

See salaries and explore the career path for Residential Counselor

Probation Officer

Probation officers supervise individuals who have been convicted of crimes and are serving their sentences outside of prison. This course may assist probation officers by enhancing their skills in client engagement and case management. The course's focus on conducting meetings, setting boundaries, and addressing challenging situations may be relevant in this role. A probation officer's ability to engage with clients and address challenging situations is critical. For anyone becoming a probation officer, this course's content will be useful.

See salaries and explore the career path for Probation Officer

Rehabilitation Counselor

Rehabilitation counselors work with individuals who have disabilities to help them achieve their personal and vocational goals. This course may assist rehabilitation counselors by improving their skills in client engagement and case management. The lectures on topics such as handling repetition and avoiding judgment may be particularly valuable. The goal of a rehabilitation counselor is to help clients meet their personal goals. This course may be useful to those who desire to become such a counselor.

See salaries and explore the career path for Rehabilitation Counselor

Substance Abuse Counselor

Substance abuse counselors provide support and treatment to individuals struggling with addiction. This course may assist substance abuse counselors in enhancing their case management skills, particularly in conducting meetings and setting boundaries with clients. The course's emphasis on avoiding judgment and handling challenging situations may also be helpful. This course also provides information about cultural competency, which may be useful as well. A substance abuse counselor may improve their ability to perform their duties by taking this course.

See salaries and explore the career path for Substance Abuse Counselor

Social Service Manager

Social service managers oversee social service programs and ensure that clients receive appropriate care and support. This course helps those in social service management by covering case management principles and practical strategies for client engagement. The course's content on conducting effective meetings, setting boundaries, and navigating challenging situations is highly relevant. A social service manager's goal is to ensure quality care for clients. This course also provides information about cultural competency, which may be useful as well.

See salaries and explore the career path for Social Service Manager

Victim Advocate

Victim advocates provide support and resources to individuals who have experienced trauma or abuse. This course may be useful to victim advocates by enhancing their skills in client engagement and case management. The course's emphasis on conducting meetings, setting boundaries, and avoiding judgment is particularly relevant. A victim advocate's ability to engage with clients and show empathy is important. One who desires to become a victim advocate may find the skills learned in this course useful.

See salaries and explore the career path for Victim Advocate

Life Skills Trainer

Life skills trainers teach individuals essential skills needed to live independently and successfully. This course may assist life skills trainers through its case management principles and practical strategies for client engagement. The course content on conducting effective meetings, setting boundaries, and navigating challenging situations is highly relevant. The goal of a life skills trainer is to help people live independently. One who desires to become a life skills trainer may find the skills learned in this course useful.

See salaries and explore the career path for Life Skills Trainer

Career Counselor

Career counselors provide guidance and support to individuals seeking employment or career advancement. This course may be useful for career counselors by improving their understanding of case management principles and client engagement techniques. The course's focus on conducting meetings and avoiding judgment may be particularly relevant in helping clients navigate their career paths. This course also provide general encouragement that career counselors can use with their clients. A career counselor may find value in the techniques discussed.

See salaries and explore the career path for Career Counselor

Behavioral Therapist

Behavioral therapists assess, treat, and help prevent mental and emotional disorders. This course may be useful for behavioral therapists as it may provide knowledge of different techniques of interacting with clients such as how to engage with clients. The course focuses on how to conduct meetings with people, so behavioral therapists may find this helpful. This course also discusses cultural competency. This course may be helpful to a behavioral therapist.

See salaries and explore the career path for Behavioral Therapist

School Counselor

School counselors work with students to address their academic, emotional, and social needs. This course may be useful by providing insights into case management principles and client engagement techniques. The course content on conducting meetings and setting boundaries may be beneficial in working with students and their families. The course provides case scenarios that school counselors may find similar to what they face. School counselors may find the skills taught in this course useful.

See salaries and explore the career path for School Counselor

Reading list

We've selected 50 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Case Management 101: Advocate, Educate, and Invoke Change.

Burnout

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Provides a comprehensive overview of the causes and consequences of burnout, and offers practical strategies for preventing it. The authors draw on the latest research in neuroscience and psychology to explain how burnout works, and they provide evidence-based tools for managing stress, improving well-being, and building resilience.

Case Management 101

What's inside

Learning objectives

Syllabus

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Save this course

Reviews summary

Practical preparation for case management roles

Activities

Career center

Reading list

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