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CM Training LLC

Training course educates case managers on the fundamentals of case management. This course enhances the skills of case managers. Case managers will learn case management definitions, skills, and functions of a case manager. Case manager will understand the various case manager occuptation, and education needed to begin your career as a case manager in human services.

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What's inside

Learning objective

Students will learn the basics of case management for case managers

Syllabus

Introduction
Lecturer
Students will learn the definition of case management
Case Management Definitions
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides an overview of case management definitions, skills, and functions, which are essential for those entering the field
Explores the various occupations within case management, offering insights into career paths and educational requirements
Covers the code of ethics for case managers, which is crucial for maintaining professional standards and client well-being

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Reviews summary

Basic case management introduction

According to learners, this course provides a clear and simple introduction to the fundamentals of case management, making it great for beginners or those new to the field. Students particularly found the explanations of definitions, skills, and ethics to be helpful. While it is seen as a solid starting point for understanding core concepts and roles, some learners note that it lacks practical examples and deeper real-world scenarios, suggesting it might be too basic for those seeking more advanced knowledge or extensive practical application.
Covers core definitions and skills well.
"Good overview of case management. The definitions and skills sections were particularly helpful."
"Provided a solid foundation as promised."
"A good, quick intro to case management. Worth it for understanding the core concepts and roles."
Simple, easy-to-follow basics.
"Excellent introduction! Very clear and covers all the basics needed to start understanding case management. Great for someone new to the field."
"As a beginner, this course was perfect. Easy to follow, explained things simply."
"Simple and to the point. Great for getting the fundamental understanding. Highly recommend for newcomers."
May be too simple for experienced learners.
"Felt a bit too simple."
"Very basic. Not much detail. Might be okay if you know absolutely nothing..."
"...it didn't add much value for me beyond the definitions."
Could use more real-world scenarios.
"Covers the fundamentals well. Ethics section was important. Could use a bit more on practical application though."
"Decent course for definitions, but lacks real-world scenarios or deeper dives into challenges. Felt a bit too simple."
"Okay for theory, but I was hoping for more practical examples or tools used in the job."

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 Training 101| Basics of Case Management with these activities:
Review Social Work Ethics
Strengthen your understanding of ethical considerations in case management by reviewing social work ethics.
Show steps
  • Review the NASW Code of Ethics.
  • Reflect on ethical dilemmas in case management.
  • Consider how ethics apply to case management.
Read 'The Case Manager's Handbook'
Gain a deeper understanding of case management principles and practices by reading a comprehensive handbook.
View Alter Ego: A Novel on Amazon
Show steps
  • Obtain a copy of 'The Case Manager's Handbook'.
  • Read the chapters relevant to the course syllabus.
  • Take notes on key concepts and best practices.
Volunteer at a Local Human Services Agency
Gain practical experience and apply your knowledge by volunteering at a human services agency.
Show steps
  • Identify local human services agencies.
  • Contact agencies to inquire about volunteer opportunities.
  • Complete the volunteer application process.
  • Fulfill your volunteer duties.
Three other activities
Expand to see all activities and additional details
Show all six activities
Create a Presentation on Case Management Skills
Reinforce your knowledge of case management skills by creating a presentation for others.
Show steps
  • Identify key case management skills.
  • Research examples of each skill in practice.
  • Design a visually appealing presentation.
  • Practice delivering the presentation.
Develop a Case Management Plan Template
Solidify your understanding of case management functions by creating a template for a case management plan.
Show steps
  • Research best practices in case management planning.
  • Design a template with key sections and fields.
  • Get feedback on your template from peers.
  • Refine the template based on feedback.
Explore 'Social Work Case Management'
Deepen your understanding of case management within the context of social work by exploring a relevant textbook.
Show steps
  • Obtain a copy of 'Social Work Case Management'.
  • Read the chapters that align with the course topics.
  • Reflect on how the book's insights apply to your practice.

Career center

Learners who complete Case Management Training 101| Basics of Case Management will develop knowledge and skills that may be useful to these careers:
Community Health Worker
Community health workers serve as a bridge between communities and healthcare providers, providing education, outreach, and support to promote health and prevent disease. A key responsibility is often case management, helping individuals navigate the healthcare system and connect with needed resources. This course enhances skills of case managers. This course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Rehabilitation Counselor
Rehabilitation counselors help individuals with disabilities to achieve their personal and vocational goals. This often requires assessing their needs, developing rehabilitation plans, and providing counseling and support. Case management principles are heavily used in this field. This course enhances the skills of rehabilitation counselors. This course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Victim Advocate
Victim advocates provide support and assistance to individuals who have experienced crime or trauma. This often involves helping them navigate the legal system, access resources, and cope with the emotional aftermath of their experience. This course enhances the skills of victim advocates. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Healthcare Navigator
As a healthcare navigator, you guide patients through the complex healthcare system, assisting them with understanding their insurance options, finding doctors, and accessing medical services. Case management skills are essential for this role, as you will be managing patients' cases and coordinating their care. This course enhances the skills of case managers. The course provides case management definitions, skills, functions, and ethics. The course syllabus includes learning the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Patient Advocate
Patient advocates work to protect and promote the rights and interests of patients within healthcare settings. This often involves helping patients understand their medical conditions, navigate the healthcare system, and resolve disputes with providers or insurance companies. This course enhances the skills of patient advocates. This course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Social Work Assistant
Social work assistants provide support to social workers by assisting with tasks such as interviewing clients, gathering information, and connecting clients with resources. This course will likely be helpful in understanding some of the challenges that a social worker faces. The course enhances the skills of social work assistants. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Social Worker
The role of a social worker involves helping individuals and families cope with challenges and improve their lives. This often requires assessing their needs, connecting them with resources, and providing support. This course, which details the basics of case management, helps those interested in becoming social workers. The course introduces case management definitions, skills, functions, and ethics. Understanding these aspects of case management, as provided by the course, is useful in your career as a social worker. This is especially true of learning the various skills needed working as a case manager and the code of ethics for case managers.
Mental Health Technician
Mental health technicians work under the supervision of mental health professionals to provide direct care and support to individuals with mental health conditions. This course enhances the skills of mental health technicians. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Residential Advisor
A residential advisor works in residential care facilities, providing support and supervision to residents. These facilities include group homes and assisted living facilities. This course enhances the skills of residential advisors. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Substance Abuse Counselor
Substance abuse counselors help individuals overcome addiction and maintain sobriety. This often requires assessing their needs, developing treatment plans, and providing counseling and support. Case management may be a component of this job. This course may be useful as it enhances the skills of substance abuse counselors. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Community Organizer
The goal of a community organizer is to mobilize community members to address social issues and advocate for change. This may involve assessing community needs, developing strategies for action, and building relationships with stakeholders. This career may benefit from use of case management. Taking this course may be useful because it enhances the skills of community organizers, especially related to identifying and addressing needs. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Probation Officer
A probation officer supervises individuals who have been convicted of crimes and are serving their sentences in the community. A key aspect of this role is case management, which involves assessing the needs of offenders, developing rehabilitation plans, and monitoring their compliance with court orders. For anyone entering this career, this course may be useful. The course enhances case management skills and introduces case management definitions, skills, functions, and ethics. The course syllabus includes learning the various skills needed working as a case manager. The course also teaches the code of ethics for case managers.
Human Resources Assistant
A human resources assistant provides support to human resources professionals by assisting with tasks such as recruiting, onboarding, and employee relations. This course may be useful for those considering a career in human resources. The course enhances skills of human resources assistants. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Management Analyst
Management analysts, often working under the title of management consultant, help organizations improve their efficiency and effectiveness by identifying problems, analyzing data, and developing solutions. The case management knowledge discussed in this course will be useful. This course enhances the skills of management analysts. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.
Market Research Analyst
Market research analysts study market conditions to examine potential sales of a product or service. They help companies understand what products people want, who will buy them, and at what price. Learning about the fundamentals of case management as a market research analyst may be useful. This course enhances the skills of market research analysts. The course introduces case management definitions, skills, functions, various occupations, and education needed to begin your career as a case manager in human services. The course syllabus includes learning the definition of case management and the various skills needed working as a case manager. It also teaches the code of ethics for case managers.

Reading list

We've selected two 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 Training 101| Basics of Case Management.
Provides a social work perspective on case management, emphasizing ethical considerations and client empowerment. It complements the course's ethics module and offers a broader understanding of the social context of case management. This book is often used in social work education programs.
This handbook provides a comprehensive overview of case management principles and practices. It serves as a valuable reference for understanding the core functions and responsibilities of a case manager. The book offers practical guidance on assessment, planning, implementation, and evaluation, making it an excellent resource for both new and experienced case managers. It expands on the course material by providing real-world examples and case studies.

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