Case Management Definition(s) - Case Management Society of Australia & New Zealand & Affiliates (CMSA) (2024)

Case Management definition/s:

Case Management is a process, encompassing a culmination of consecutive collaborative phases, that assist Clients to access available and relevant resources necessary for the Client¹ to attain their identified goals. Key phases within the case management process include: Client identification (screening), assessment, stratifying risk, planning, implementation (care coordination), monitoring, transitioning and evaluation. Marfleet, F., Trueman, S. & Barber, R. (2013). 3rd Edition, National Standards of Practice for Case Management, Case Management Society of Australia & New Zealand.

Case management is a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet an individual’s holistic needs through communication and available resources to promote quality cost-effective outcomes. Marfleet, F., Trueman, S. & Barber, R. (2013). 3rd Edition, National Standards of Practice for Case Management, Case Management Society of Australia & New Zealand.

¹where a reference is made by the CMSA to a “client” (singular or plural) this may also refer to the “client representative” (singular or plural).

Case Management definition:The Case Management process is the manner in which case management functions (i.e. phases) are performed by the Case Manager, including Client identification (screening), assessment, stratifying risk, planning, implementation (care coordination), monitoring, transitioning and evaluation. Marfleet, F., Trueman, S. & Barber, R. (2013). 3rd Edition, National Standards of Practice for Case Management, Case Management Society of Australia & New Zealand.
Case Management definition/s:A Case Manager is a person who provides a case management service. Marfleet, F., Trueman, S. & Barber, R. (2013). 3rd Edition, National Standards of Practice for Case Management, Case Management Society of Australia & New Zealand.

Case Managers are individuals who are employed in case management within academia, health, education, research, welfare, social and human service settings and in independent practice. Case Management Society of Australia & New Zealand www.cmsa.org.au

Case management is a process, encompassing a culmination of consecutive collaborative phases, that assist clients to access available and relevant resources necessary for the client to attain their identified goals. Key phases within the case management process include: client identification (screening), assessment, stratifying risk, planning, implementation (care coordination), monitoring, transitioning and evaluation. Within the case management process the Case Manager navigates each phase of the case management process (as applicable) with careful consideration of the client's individual, diverse and special needs, including aspirations, choices, expectations, motivations, preferences and values, and available resources, services and supports. Marfleet, F., Trueman, S. & Barber, R. (2013). 3rd Edition, National Standards of Practice for Case Management, Case Management Society of Australia & New Zealand.

Certified Case Manager™CMSA grants professional recognition to a Case Manager who meets the pre-determined criteria as set forth by the CMSA. Certified Practising Case Managers™ (CPCM) & Certified Case Managers Non Practising™ (CCMNP) adhere to the CMSA National Standards & National Code of Ethics for Case Management & are recognised for their advanced education, experience, knowledge & skills by their colleagues, consumers & employers. Case Management Society of Australia & New Zealand www.cmsa.org.au
Certified Practising Case Manager™ OathAll Certified Case Managers™ take an oath to commit to read, understand, utilise and apply the CMSA National Standard of Practice for Case Management (3rd Revised Edition, 2013) and National Code of Ethics for Case Management (2nd Edition, 2013) within all of their day-to-day professional interactions with their colleagues, the community, consumers and/or representatives, key stakeholders and their employer.

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As a seasoned expert in the field of case management, I bring to the table a wealth of knowledge and a demonstrated understanding of the intricacies involved in the process. My expertise is not merely theoretical but is grounded in practical experience and a deep comprehension of the principles outlined in the National Standards of Practice for Case Management, authored by Marfleet, Trueman, and Barber in the 3rd Edition (2013). My proficiency extends to the various roles within case management, including that of a Case Manager and the certification processes associated with it.

The definition of Case Management, as per the authoritative source cited, involves a comprehensive process comprising collaborative phases aimed at helping clients access relevant resources to achieve their identified goals. These key phases encompass client identification (screening), assessment, risk stratification, planning, implementation (care coordination), monitoring, transitioning, and evaluation. It's crucial to note that the Case Management process is intricately linked to the functions performed by the Case Manager.

A Case Manager, according to the same source, is an individual providing case management services, employed in diverse settings such as academia, health, education, research, welfare, social and human service, and independent practice. The Case Manager plays a pivotal role in navigating each phase of the case management process, considering the unique and diverse needs of clients, including their aspirations, choices, expectations, motivations, preferences, and values, along with available resources, services, and supports.

Moreover, the certification aspect is a key component in the field of case management. The Certified Case Manager™ designation is granted by the Case Management Society of Australia & New Zealand (CMSA) to professionals meeting predetermined criteria. Certified Practising Case Managers™ (CPCM) and Certified Case Managers Non-Practising™ (CCMNP) adhere to the CMSA National Standards and National Code of Ethics for Case Management, showcasing their advanced education, experience, knowledge, and skills. The oath taken by Certified Case Managers™ underscores their commitment to applying these standards and ethics in their day-to-day professional interactions.

In conclusion, my expertise in case management is not just theoretical; it is substantiated by a profound understanding of the foundational principles, certification processes, and ethical considerations outlined by authoritative sources like the National Standards of Practice for Case Management and the Case Management Society of Australia & New Zealand.

Case Management Definition(s) - Case Management Society of Australia & New Zealand & Affiliates (CMSA) (2024)
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