Case Management 101: Advocate, Educate, and Invoke Change from Udemy

What's inside

Learning objectives

Learn effective job tactics and skills in order to become a more efficient case manager.
Use case scenarios as your guide to providing adequate care to your clients.
Learn how to familiarize yourself with appropriate tactics to maintain a healthy relationship with other working professionals.

Learn important skills and tips to assist you with handling repetition.
Learn basic tips for working with individuals diagnosed with developmental disabilities.

Learn effective job tactics and skills in order to become a more efficient case manager.
Use case scenarios as your guide to providing adequate care to your clients.
Learn how to familiarize yourself with appropriate tactics to maintain a healthy relationship with other working professionals.
Learn important skills and tips to assist you with handling repetition.
Learn basic tips for working with individuals diagnosed with developmental disabilities.

Syllabus

The objective of this section is to provide the student information as to why taking this course for the first time or as a refresher is greatly needed for this field.

After the completion of this lecture students will be able to understand the objective, guidelines, table of contents, needed supplemental text, and more.

This quiz is to test your prior knowledge about case management. Although, you have yet to work as a case manager; you may know the answers to the questions.

Take your time there is no rush to answer the question.

The quiz consist of 10 questions.

Good Luck!!!

After completing Lecture 2 (Chapter 1) students will learn about what personal attributes to have before starting their career as a case manager and what educational/work history will increase your chances of being hired.

After completing Lecture 3 (Chapter 2) students will learn various ways to understand the population you will be serving. In this chapter we will discuss familiarizing yourself with the client, diagnosis, their independence, and caregiver. We will also discuss tips for working with caregivers and preparing them to deal with their aging loved ones.

In Lecture 4 (Chapter 3) we will discuss the beginning process for picking up where the last case manager left off. We will discuss their desk which now has become your mess, paperwork, creating a system, deadlines, and policy and procedure with your new clients. In this lecture I discuss my secret to success with case management.

In Lecture 5 (Chapter 4) we will discuss expecting the unexpected and how to always expect changes within case management. You can experience changes within the clients on your caseload, agency, and government/federal funding.

In Lecture 6 (Chapter 5) you will learn about networking for your client. We will discuss the Freedom of Choice, surrounding resources, online resources, activity notifications, and resources for the client's caregiver. This lecture helps you understand the importance of engaging in professional socializing for the betterment of you client.

In Lecture 7 (Chapter 6) we will discuss staying focus within the office setting. Anyone can be easily distracted to avoid doing their job. We will talk about socializing in the office and bad socializing skills to avoid while being in public places.

In Lecture 8 (Chapter 7) we are at the mid point of the supplemental text. In this chapter we will discuss important points that were expressed during the first 6 lectures.

Lecture 9 (Not Included In the Supplemental Text) will give you a chance to understand the reason to continue to Course 2. Course 2 covers how you can apply the information from Course 1 and increase your application skills through case scenarios.

This quiz is to assess your knowledge about Course 1. All questions are related to information provided during the course. This quiz is also to prepare you for the next course. Course 2 is where we provide more case scenarios and application to everything we discussed in Course 1.

Take Your Time. No Rush.

20 Questions

Please provide feedback about the course as well as the quiz.

See You In Course 2 and Let Put What We Learned to Work!!!!

Good Luck!!!!

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides foundational knowledge applicable to various case management settings, including mental health, HIV/AIDS, and maternal care, offering a broad base for different career paths

Includes a quiz to test prior knowledge, which can help learners gauge their existing understanding of case management principles before diving into the course material

Supplemental text is available on Amazon and Barnes & Noble, which may be an additional cost for students who want to follow along with the curriculum

Course is divided into two parts, with the second part building upon the first, suggesting a comprehensive approach to learning case management skills

Focuses on practical skills such as handling repetition and maintaining healthy professional relationships, which are essential for success in case management roles

Requires a supplemental text that follows the table of contents, which may be difficult for learners who prefer to learn from other sources or do not have access to the text

Reviews summary

Foundational introduction to case management

According to learners, this course provides a solid foundation and a good introductory overview for aspiring case managers. Many appreciate the practical insights and real-world examples offered, particularly in the case scenarios. Students highlight that the content is easy to understand and directly applicable to the field. While some find the course comprehensive for a beginner, a few experienced individuals note it might be basic or repetitive if they have prior knowledge. The course is generally seen as helpful for understanding core concepts and preparing for roles, though supplemental reading is recommended and covered in the course structure itself.

Requires purchasing an additional book.

"Be aware that the course references a supplemental text that needs to be purchased separately."

"The curriculum follows the book closely, so having it is necessary."

"It's helpful that they state upfront you need the book, but it's an added cost."

Content is easy to follow, especially for new learners.

"The information is presented in a clear and concise manner making it easy to grasp."

"Great information and very simple to follow along."

"Everything was explained clearly and in a way that makes sense even without prior experience."

Focuses on real-world scenarios and job skills.

"I found the case scenarios and practical examples particularly useful."

"The course gave me practical tools and strategies I can immediately apply in my work."

"It really helped me understand the day-to-day realities and challenges of the job."

Provides essential core knowledge for beginners.

"This course provides a solid foundation for understanding the complexities of case management."

"I learned the basic necessities for being a case manager. It has some really good tips."

"Provides a good basis and information for people wanting to go into case management."

May be too introductory for experienced pros.

"While good for beginners, much of the content felt like a review for someone with prior case management experience."

"For someone already working in the field, this course might feel a bit too basic."

"I was hoping for more in-depth topics, but it's clearly aimed at those new to the profession."

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 case scenarios and maintain professional boundaries.

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Research the code of ethics for case managers.
Summarize key principles and potential conflicts.
Reflect on how these apply to client interactions.

Review 'Developmental Disabilities: A Handbook for Interdisciplinary Practice'

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Deepen your understanding of developmental disabilities to better serve clients with these conditions.

View Alter Ego: A Novel on Amazon

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Read the chapters on specific disabilities.
Take notes on key characteristics and interventions.
Reflect on how to apply these to your work.

Review 'The Case Manager's Handbook'

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Gain a broader understanding of case management principles and best practices to enhance your skills and knowledge.

View Alter Ego: A Novel on Amazon

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Read the chapters on assessment and planning.
Take notes on key concepts and strategies.
Reflect on how to apply these to your work.

Four other activities

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Show all seven activities

Participate in Role-Playing Scenarios

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Practice your case management skills in a safe environment and receive feedback from peers.

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Find a partner to role-play with.
Create realistic case scenarios.
Provide constructive feedback to each other.

Create a Presentation on Client Advocacy

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Develop a presentation to educate others on the importance of client advocacy and empower them to become effective advocates.

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Research effective advocacy strategies.
Design a presentation with clear visuals.
Practice delivering the presentation.

Develop a Resource Directory for Clients

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Create a practical resource directory to address common client needs and improve access to essential services.

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Identify common needs of your client population.
Research local resources and services.
Compile a directory with contact information.
Organize the directory for easy access.

Volunteer at a Local Social Service Agency

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Gain practical experience in case management by volunteering at a local agency and assisting clients with their needs.

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Research local social service agencies.
Contact an agency and inquire about volunteer opportunities.
Complete the volunteer application process.
Fulfill your volunteer duties and responsibilities.

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

A case manager coordinates services for individuals with specific needs, such as those with disabilities, chronic illnesses, or mental health conditions. They assess client needs, develop care plans, and monitor progress. This course is explicitly designed to assist those interested in working in case management, making it a highly relevant resource. Learning effective job tactics and skills, along with using case scenarios as guides, prepares you for a successful career as a case manager. This course is also beneficial in mental health case management, HIV/AIDS, or children and pregnant women case management.

See salaries and explore the career path for Case Manager

Community Health Worker

Community health workers serve as liaisons between communities and healthcare and social service systems. They provide education, outreach, and support to improve community health outcomes. This role often involves case management to connect individuals with needed resources. The 'Case Management 101' course directly aligns with the responsibilities of a community health worker, especially at the high school level, as mentioned in the course description. The course strengthens your ability to advocate, educate, and invoke change within communities, skills that are important for a successful community health worker.

See salaries and explore the career path for Community Health Worker

Social Worker

A social worker provides support and resources to individuals, families, and communities facing various challenges. This career involves assessing needs, developing intervention plans, and advocating for clients to improve their well being. This course helps you understand systems within a client's life, an important area to consider as a social worker. The 'Case Management 101' course helps build a foundation in understanding tactics to maintain healthy professional relationships in various case management scenarios. Specifically, the course's emphasis on working with individuals diagnosed with developmental disabilities directly relates to the work a social worker might encounter.

See salaries and explore the career path for Social Worker

Victim Advocate

Victim advocates provide support, information, and advocacy services to victims of crime. They assist victims in navigating the criminal justice system, accessing resources, and coping with trauma. The 'Case Management 101' course helps build a foundation for the role of a victim advocate, particularly in advocating for clients and understanding the systems within their lives. Understanding case scenarios as guides to providing adequate care builds your ability to navigate clients through difficult situations.

See salaries and explore the career path for Victim Advocate

Patient Advocate

Patient advocates work to protect and promote the rights of patients within the healthcare system. They address patient concerns, mediate conflicts, and ensure that patients receive appropriate care and treatment. This career will benefit from the 'Case Management 101' course, as the course was designed to assist people interested in working in case management. Learning effective tactics to maintain healthy relationships with working professionals in case management improves your ability to collaborate effectively with healthcare teams.

See salaries and explore the career path for Patient Advocate

School Counselor

School counselors provide academic, career, and personal/social counseling to students in elementary, middle, and high schools. They help students navigate challenges, develop skills, and plan for their future. The 'Case Management 101' course can be particularly beneficial for school counselors working at the high school level, as mentioned in the course description. Learning effective job tactics and skills enhances your ability to support students, while the use of case scenarios provides practical guidance for addressing student needs.

See salaries and explore the career path for School Counselor

Social and Human Service Assistant

Social and human service assistants provide support to social workers and other professionals in delivering services to clients. They assist with tasks such as interviewing clients, gathering information, and connecting individuals with resources. This career benefits from the 'Case Management 101' course as it provides an overview of case management principles and practices. Understanding case scenarios will guide you in providing adequate care to clients, and the course's emphasis on effective job tactics increases productivity in the role of a social and human service assistant.

See salaries and explore the career path for Social and Human Service Assistant

Rehabilitation Counselor

Rehabilitation counselors assist individuals with disabilities to achieve their personal, social, and vocational goals. They develop and implement rehabilitation plans, provide counseling and support, and advocate for their clients' needs. This course will be useful, particularly the segments that deal with working with individuals diagnosed with developmental disabilities. The course helps you understand important tactics to maintain a healthy relationship with working professionals, which will foster a stronger connection with those you are counseling.

See salaries and explore the career path for Rehabilitation Counselor

Mental Health Counselor

Mental health counselors provide therapeutic support to individuals, families, and groups dealing with mental health and emotional issues. They assess client needs, develop treatment plans, and facilitate counseling sessions. This course may be particularly useful for mental health counselors, as the course is designed to help teach job tactics. Being able to understand the systems within a client's life and engage in professional socializing is also beneficial.

See salaries and explore the career path for Mental Health Counselor

Healthcare Navigator

Healthcare navigators help individuals understand and access healthcare services. They provide information about insurance options, assist with enrollment processes, and connect individuals with appropriate healthcare providers. This course may be useful for healthcare navigators, as it enables learning of key information about working as a new case manager and how to engage with the previous case manager's caseload. Understanding ways to engage in social interactions ensures that barriers to clients are addressed.

See salaries and explore the career path for Healthcare Navigator

Probation Officer

Probation officers supervise individuals who have been convicted of crimes and are serving their sentences in the community. They monitor compliance with court orders, provide support and guidance, and connect individuals with resources to promote rehabilitation. This course may be useful for probation officers, particularly in understanding how to handle repetition. The course's lessons on networking enable you to engage in community interactions to address barriers facing clients.

See salaries and explore the career path for Probation Officer

Residential Advisor

Residential advisors provide support and guidance to individuals living in residential settings, such as group homes or assisted living facilities. They assist with daily living activities, monitor residents' well-being, and connect them with needed services. This career may be useful for those interested in taking the course as it helps you to familiarize yourself with appropriate tactics to maintain healthy relationships with other working professionals. Learning about the systems within the client's life enables you to more effectively provide services to individuals.

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Early Childhood Educator

Early childhood educators work with young children in preschools, daycare centers, and other early learning settings. They create learning environments, develop lesson plans, and promote children's social, emotional, and cognitive development. This career may be useful for those interested in taking the course as it helps you to familiarize yourself with appropriate tactics to maintain healthy relationships with other working professionals. The course helps introduce important skills and tips to assist with handling repetition.

See salaries and explore the career path for Early Childhood Educator

Nonprofit Program Coordinator

Nonprofit program coordinators manage and coordinate programs offered by nonprofit organizations. They oversee program activities, manage budgets, and evaluate program effectiveness. The 'Case Management 101' course may be useful in this career, as the ability to engage in social interactions with other community entities addresses client barriers. Additionally, the ability to engage in professional socializing is valuable to success.

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Human Resources Assistant

Human resources assistants provide administrative and clerical support to human resources departments. They assist with tasks such as recruiting, onboarding, and employee relations. The 'Case Management 101' course may be useful for human resources assistants as the ability to engage in professional socializing and networking are critical in this field. Learning effective job tactics and skills enhances your ability to support employees, while familiarizing yourself with appropriate tactics to maintain healthy relationships makes the workplace environment better.

See salaries and explore the career path for Human Resources Assistant

Reading list

We've selected one 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.

Alter Ego

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This handbook provides a comprehensive overview of case management principles and practices. It valuable resource for understanding the roles and responsibilities of case managers across various settings. The book offers practical guidance on assessment, planning, implementation, and evaluation of case management services. It is commonly used as a textbook and reference by case management professionals.

Alter Ego: A Novel

Paperback

Case Management 101

Advocate, Educate, and Invoke Change

What's inside

Learning objectives

Syllabus

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Reviews summary

Foundational introduction to case management

Activities

Career center

Reading list

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