Florida Case Management Certification Review
1. Case Management Principles
Definition: Collaborative process to assess, plan, implement, coordinate, monitor, and
evaluate options and services for clients.
Goal: Improve client outcomes, promote independence, and optimize resource
utilization.
Roles: Case managers, interdisciplinary teams, and client/family involvement.
2. Client Assessment
Initial assessment: Physical, emotional, social, and financial needs.
Ongoing assessment: Monitor changes in health, functionality, and social circumstances.
Tools: Functional Assessment, Health Risk Assessment, Psychosocial Assessment.
3. Care Planning
Develop individualized care plans with measurable goals.
Coordinate services across multiple providers.
Include timelines, interventions, and expected outcomes.
4. Legal and Ethical Considerations
HIPAA: Protecting client privacy and confidentiality.
Informed consent: Clients must understand and agree to proposed services.
Mandatory reporting: Abuse, neglect, or exploitation must be reported.
Ethical principles: Beneficence, non-maleficence, autonomy, justice, fidelity.
5. Documentation
Accurate, timely, and objective records of assessments, interventions, and outcomes.
Documentation supports continuity of care, legal compliance, and quality improvement.
6. Communication
Clear communication with clients, families, and healthcare team members.
1. Case Management Principles
Definition: Collaborative process to assess, plan, implement, coordinate, monitor, and
evaluate options and services for clients.
Goal: Improve client outcomes, promote independence, and optimize resource
utilization.
Roles: Case managers, interdisciplinary teams, and client/family involvement.
2. Client Assessment
Initial assessment: Physical, emotional, social, and financial needs.
Ongoing assessment: Monitor changes in health, functionality, and social circumstances.
Tools: Functional Assessment, Health Risk Assessment, Psychosocial Assessment.
3. Care Planning
Develop individualized care plans with measurable goals.
Coordinate services across multiple providers.
Include timelines, interventions, and expected outcomes.
4. Legal and Ethical Considerations
HIPAA: Protecting client privacy and confidentiality.
Informed consent: Clients must understand and agree to proposed services.
Mandatory reporting: Abuse, neglect, or exploitation must be reported.
Ethical principles: Beneficence, non-maleficence, autonomy, justice, fidelity.
5. Documentation
Accurate, timely, and objective records of assessments, interventions, and outcomes.
Documentation supports continuity of care, legal compliance, and quality improvement.
6. Communication
Clear communication with clients, families, and healthcare team members.
