Case Management: Overview Part 2
Presented by Donna Williams
Non-Financial: Donna Williams Lederer has no competing non-financial interests or relationships with regard to the content presented in this course.
Case management involves assessing and planning for each individual client or patient. Part 2 of this introduction will present possible templates for gathering information and review the process for planning and implementing and the plan of care. Case management occurs in a variety of settings, and the potential differences in plans of care will be discussed. The team process needed to enhance outcomes will be reviewed. Case studies will be presented. Last Reviewed: April 2024
Meet your instructor
Donna Williams
Donna Williams is a case manager at Kaiser Foundation Rehabilitation Center in Vallejo, California. She has more than 40 years of experience and is certified as a rehabilitation registered nurse. She has worked for more than 25 years in case management in inpatient rehabilitation facilities and as an external case manager for…
Chapters & learning objectives
1. Assessment and Problem Identification
This chapter will review the process of information gathering and analyzing the data. Consideration of community and financial resources will be discussed.
2. Plan of Care
This chapter will discuss determining the plan of care using the problems that have been identified. An interprofessional team approach that will meet the needs of complex patients will be discussed.
3. Implementation and Coordination
This chapter will work through the implementation of the plan, including coordinating care and interprofessional communication. Discharge planning and use of community resources will be discussed to promote positive outcomes.
4. Evaluation
Through case study examples, this chapter will help to evaluate the progress and success of the case management plan. Goals are not always accomplished, so the need for revising plans will be reviewed. This chapter will also present an interprofessional panel of experts who will discuss assessments, planning, and coordination for a population with chronic care needs. Plans for equipment, ongoing therapy, and education for caregivers will be discussed.
More courses in this series
Case Management: Overview Part 1
Donna Williams
Case Management: Overview Part 2
Donna Williams
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