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Case Management Assignment Sample

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Case Management

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The two different case management definitions and discuss the similarities and differences between them

The two different case management definitions or models are:

Brokerage case management 

This version makes a speciality of the delegation of offerings to an impacted person, after an evaluation. Case managers with the usage of this version offer get right of entry to the offerings required; however they no longer have interaction regularly with a customer, apart from preparing their rehabilitation plan and time table. It is a quite arms-off technique with restricted supervisor communication as opposed to a number of the alternative definitions. While following this version, the expert will become aware of the desires of the customer and offer get right of entry to the assets they want for rehabilitation (Dziadosz et al., 2021). Social answers state that obligations may be provided to the consumer in phrases of the way and once they utilize the assets to be handed to them as soon as the case manager has delivered them to the offerings. As a outcome, much less consumer and case manager communication is concerned within the brokerage version, which may be one in every of its largest criticisms. It lets in the purchaser to be greater impartial and permits the case supervisor to do jobs with extra clients as there may be much less one on one communication (Byhoff and Taylor, 2022). Furthermore, it is no longer always perfect for a few complicated instances in which the patron can also request extra head to head communication with the case supervisor. A few clients would not sense absolutely be assisted with this version in the event that they might choose a better bonding with the case manager. 

Social surrounding theory

Social surrounding principle is an idea that defines a complete view of human beings and is essential to take a look at social sciences. Its principles follow every kind of medical activity, because it integrates ideas from the organic, mental, and social sciences. It offers a framework to recognize each person and the surroundings wherein they stay. This enables a more complete knowledge of the person providing for treatment. This may be especially essential in knowing boundaries to adherence, character systems, interactional patterns, abnormal comply with-nations and no-indicates, and different like clinically-pertinent attitudes (Suzuki et al., 2022). In this manner, the social surrounding principle gives a way to expand the clinician's perspectives of the affected person's lifestyles and the demanding situations and barriers that prevail for the affected person. With the help of this information, an individual could garner an appreciation for those obstacles, that may eventually facilitate an capability to cope with a number of the obstacles that exist. This is especially applicable while knowledge social determinants of fitness. Social determinants of fitness are taken into consideration crucial participants to adherence, reaction to remedy, and comply with-up.

Of basic significance is assessing and comparing a skilled social employee which could perceive elements hindering affected person care and structure intensive the affected person's expectation from remedy. Speaking those elements to the skilled expert nurse can assist in affected person training and enhance compliance with care. Figuring out negative elements in addition to unfavourable responses and highlighting the clinicians of these findings could assist enhance medical effects and reduce their headaches. Digital clinical records can help with this via a laptop-assisted recognition of predominant elements or deficits within the affected person's lifestyles which can restrict adherence, or healthcare literacy. With the help of an extra understanding of social surroundings, an extra incorporated healthcare crew and an ensuing healthcare device are possible (Coles, 2018).

The similarities between client system and social surrounding case management are that both of them permit the clients to be much more independent and the recovery is gained in less duration. On the other hand, the difference between brokerage and social surrounding is that under brokerage there are few instances of regular communication between clients and case managers, while under intensive the client generates meetings with the case manager on a daily basis. 

Discussion of three challenges faced by case managers in the stages of Intake and Assessment

Lack of visibility

In sensitive and complicated conditions, it seems to be far crucial that case managers hold their clients or stakeholders knowledgeable and apprised of trends. It seems to be a place of an issue on the subject of guide strategies, the absolute complication, and problems that generate it tough to maintain a record of the person that is operating a particular task (Christensen et al., 2020). And with the shortage of visibility, case managers might no longer be capable of gauging development or making an estimation of while the case would maximum probably be mitigated. And it can significantly affect the entire revel in the client had with the company.

Lack of customization

Each company is articulated in its personal unique manner. strategies and workflows are precise to the enterprise and those differences desire some diploma of flexibleness. necessities can also alternate based totally on how the company handles their instances. Guide case management equipment seems to be longer prepared to custom match to the methods the employer functions (Chimatiro and Rhoda, 2019). And the lack of ability to make the proper customization method, the lack of access to functions, assets, or being capable of pivoting on every occasion is essential. This could additionally imply a huge growth in operational expenses.

Issues of time management

Cases are extraordinarily time touchy. At any given factor of duration, there can be more than one person or group operating at the identical step. Case managers seem to maintain a good way to delegate responsibilities seamlessly and result in decisions within the shortest feasible length. Guide equipment in reality is no longer equipped to make this occur. And the shortage of transparency most effectively makes matters worse (Tahan, 2020). Duplication of labor, insufficient motion, inefficient facts series, and the shortage of procedure shape are all realities that could purpose time control troubles and have an effect on the general final results of the case. It is much smoother for members to by chance transfer information that turns out to be with inconsistent or unusable information. And these facts could no longer most effectively show damage to mitigating the case; however, they might not be beneficial for selection-making or studying developments.

Critical discussion of key aspects of the Planning, Implementing and Monitoring stages of Case Management


Planning means thinking about the steps that are required to be undertaken for achieving the objectives. With stable data in location, now the case manager needs to make a plan. The motive of making plans is to reply to the issues found within the evaluation with the aid of setting up unique moves and desires, with those desires being the favored final results of every motion. Right here the case supervisor would select strategies and the way and the time to apply them. For a case management instance, if a case supervisor is dealing with a worker grievance, they will plan to apply to a corporation as a useful resource (Parker, 2018). They will keep in mind making calls to a custodian, IT employees, the law branch, or a better-up. making plans is a duration to exercise thoughtfulness and endurance, so long as the case is no longer time-touchy. Taking time to shape a method would boom the probability that the plan will generate a good result.


Implementing refers to application of the tasks and activities that are being planned by the individual or an organization. In this stage, the case supervisor incorporates the plan generated within the preceding step. This involves the legwork of mitigating a case, thereby recruiting in specialists, trying fixes, obtaining equipment, conducting appointments, and something else the task can also want. For instance, suppose an HR branch employed a brand new worker. The case supervisor would possibly set up for IT to provide the brand new recruited candidate with the right of entry to a laptop (Hoge, 2020). Then the case supervisor would possibly allocate an instructor to the fresh hire for 6 months. In the course of implementation, case managers need to pay near focus on the way their strategies are powerful.


It refers to the method checking and observing the progress and growth that had been achieved from the implemented plan within certain period of time. Under this step, a case manager would examine the equal statistics within the preceding step, however to an extra intensity. There may be a major distinction between monitoring and evaluating. Screening is for figuring out if the case control method glide is important. Monitoring is for appropriately analyzing the trouble to offer the ideal answer. A case supervisor would communicate with the patron or worker and acquire applicable statistics. The purpose is to absolutely recognize the case’s largest desires (Albert et al., 2021). It seems to be crucial to pay attention carefully and enhance the person's experience looked after. Case managers generally include a questionnaire or rubric in their vicinity to make certain they have included every desired fact. Monitoring also assists in looking at the issues and progress that are taking place in the care of the patients.

Discussion of three ethical dilemmas that may arise for case managers in their practice

An ethical dilemma is a hassle within the choice-making manner. Company structure specializes in the way to control sources, threat and go back throughout a company, as opposed to searching at aggressive benefits in enterprise approach among viable alternatives, neither of which is definitely applicable from an moral angle (Jia et al., 2021). Despite the fact that they face many moral and ethical issues in their lives, the majority of them include incredibly honest answers.

Maintaining patient and doctor confidentiality

Violating an affected person's confidentiality will have criminal and ethical outcomes for healthcare case managers. The act calls for physicians to guard the secrets and protection of an affected person's clinical records. HIPPA additionally fixes the fact that the person could see the private facts and the person could not see them. Regardless of the regulation's simplicity and genuineness, there are a few weak regions. As an example, withholding records regarding a client’s circumstance might be unethical due to the fact it may damage the affected person or a person else. the alternative may be dangerous too (Aitamaa et al., 2021). A case manager might be suspended or, in a few instances, sacked for exposing and sharing data regarding instances on social media. Regardless of the way it is an accidental step like that may be, HIPPA legal guidelines restrict any exposure of fitness data on social media platforms, providing an argument that an affected person loses their confidentiality and secrecy at once after the reveal of the truth. Hence, it is very much necessary for the case managers to reveal about the case only to the doctors and nurses involved in the case and not any outside person.

Malpractice and negligence

Clinical mistakes are the third main reason behind the loss of life in the world and regardless of the reducing level of malpractice suits, clients who may be suffering from it could by no means get better. For others, it is able to take years and the excessive-danger nature of the healthcare environment could boom the probability of malpractice. Case managers, in addition to physicians and nurses, need to undertake the vital duties of client's care to keep away from litigation. In the case of hospitals, regular negligence may be because of faulty clinical devices, a misdiagnosis, or a behind-schedule analysis (Jia et al., 2021). Every now and then situations can arise in uncommon approaches that will no longer generate meaning until a health practitioner turns into searching out the signs and symptoms. On the other hand, traces may be blurred when medical doctors do not agree regarding strategies or important checks to offer the correct remedy. In most cancers instances, a prognosis may be difficult to show, as there may be a chance that most cancers might have improved in an equal manner no matter when case managers commenced a remedy.

Lack of leadership

This is one of the biggest ethical dilemmas that is being faced by the case managers in their practice. This is because there are various instances where due to a lack of effective leadership, the case managers had not been able to deal with medical cases or patients properly. This further resulted in a huge quarrel with the family members of the patients. On the other hand, the case managers who do not know how to properly lead the cases seem to communicate wrong or half-correct information about the progress or deterioration of the health conditions of patients (Chang, 2021). This can further lead to wrong treatment of the patients in the hospitals, thereby creating scopes of loss of life too. Thus, the low leadership level of care managers could reduce the brand image of the hospital along with decreasing patient satisfaction. Moreover, it would also generate the instances where the case managers might have to face legal consequences due to their wrong way of leading the case which results in the death of patients.


Aitamaa, E., Suhonen, R., Iltanen, S., Puukka, P. and Leino-Kilpi, H., 2021. Ethical problems in nursing management: frequency and difficulty of the problems. Health Care Management Review, 46(1), pp.25-34.

Albert, C., Brillinger, M., Guerrero, P., Gottwald, S., Henze, J., Schmidt, S., Ott, E. and Schröter, B., 2021. Planning nature-based solutions: Principles, steps, and insights. Ambio, 50(8), pp.1446-1461.

Byhoff, E. and Taylor, L.A., 2022. RE: Distinguishing service delivery from case management.

Chang, V., 2021. An ethical framework for big data and smart cities. Technological Forecasting and Social Change, 165, p.120559.

Chimatiro, G.L. and Rhoda, A.J., 2019. Scoping review of acute stroke care management and rehabilitation in low and middle-income countries. BMC Health Services Research, 19(1), pp.1-15.

Christensen, D.N., Todahl, J. and Barrett, W.C., 2020. Solution-based casework: An introduction to clinical and case management skills in casework practice. Routledge.

Coles, B.A., 2018. Intensive case management for severe mental illness. Issues in mental health nursing, 39(2), pp.195-197.

Dziadosz, G., Spykerman, K., Ryskamp, B. and Achtyes, E.D., 2021. Total Cost of Therapy-Based Care Versus a Brokerage Model of Case Management for Persons With a Serious Mental Illness Served in the Community. The Journal of Behavioral Health Services & Research, 48(2), pp.330-341.

Hoge, R.D., 2020. The Youth level of service/Case management inventory. In Handbook of violence risk assessment (pp. 191-205). Routledge.

Jia, Y., Chen, O., Xiao, Z., Xiao, J., Bian, J. and Jia, H., 2021. Nurses’ ethical challenges caring for people with COVID-19: a qualitative study. Nursing ethics, 28(1), pp.33-45.

Parker, D., 2018. Case management. In Dementia care (pp. 35-45). Routledge.

Suzuki, K., Yamaguchi, S., Kawasoe, Y., Nayuki, K., Aoki, T. and Fujii, C., 2022. How Do Case Mangers Determine the Types of Services Provided to Users in the Intensive Case Management? A Longitudinal Study. Clinical Medicine Insights: Psychiatry, 13, p.11795573221075550.

Tahan, H.M., 2020. Essential case management practices amidst the novel coronavirus disease 2019 (COVID-19) crisis: Part 1: Tele-Case management, surge capacity, discharge planning, and transitions of care. Professional case management.

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