Summary Of Case Management and it’s various steps

Summary Of Case Management and it’s various steps


Domestic violence is a serious challenge that has led to post-traumatic stress disorders among many families within the country. Furthermore, these cases require proper attention by adopting a feasible framework for affected individuals to express all the fears and concerns of their situations. The determination of the appropriate approach to handling these situations requires an integrated therapy and combination with both traditional and non-traditional techniques to enhance free will self-determination between the individuals involved. The primary measure under this matter often strategies on the application of the context of support seeking and talking to professional to develop the confidence to express themselves (Woodside, & McClam, 2016). Therefore, it is vital to address the summary of the client case management, to assist Candice shift to transitional housing from her current shelter.

The File of Candice

The files provided are in order from the reception to the program to the discharge summary of the program. The details of the file are filled appropriately with the client’s name indicated in the tab of the files appropriately. Besides, there is also an agency number which is embedded on the tab of the patient files

Verification Appointed Letter

The case file management process of the client was established with the necessary procedures to be followed. The fundamental aspect from the files entails the letter for verification of the appointment dated 9th January to inform the client of the schedule program. Primarily, this letter was sent from the support team committee of the counselors to develop a suitable plan that can assist in solving the case. This letter had a clear indication of the client’s name, the date in which the schedule of the program would take place and the signature of the manager.

Face sheets

The face sheets entail the details of the client which have the intake assessment forms, questioner forms. Furthermore, the client also managed to fill up the questionnaire forms from the face sheet. These forms addressed the case management unit of the formal background of the client such as her education levels, home address, and medical history. In the way of the apex of management, the questionnaire entails a random assessment of the questions regarding the current relationship risk factors, evaluations of possible suicide or homicide incidences (Scales & Kelly, 2016).

The New Referral and Inquiry Forms of The Client

There was also a management form that described the new referral or inquiry about the client. This form entailed the description of the problem experienced by the client, the evaluation or previous services and treatment received and the deposition intake for the situation of the client. The parent or spouse section is circled, and aspects that are not applicable are in the place as well. There is also an adequate capture of the chief complaint, which indicated the reason why the client was present to the program.

Assessment Form

The assessment and planning of the client’s case management involved various aspects needed to satisfy the requirements of the client. The case of Candice revealed the necessary basic needs that the client wanted to meet her demands from the situation. These consist of shelter, complete assurance that her husband would not be a threat to her life and the children. Besides, the assessment report also indicated that she resides in a shelter after the separation from her hostile husband. The plans to transfer her into a transitional housing are underway even though Candice also stated that she might not stay longer in the place. The counselor’s assessment suggested that living with her husband would present more risk and being separated is the best alternative to prevent domestic violence. The planning process, on the other hand, was essential for the client because it entails the involvement of multiple stakeholders. The role of these members involved is to establish the allocation of resources, placing the activities that suit the client within the correct timeline, and to arrange the teams such as counselors, and financers with the necessary strategy (Rowe, 2013). The counseling sessions are organized according to the schedules agreed by the client and representatives and the focus to process the shift of temporary shelter to transitional housing. In general, the assessment and planning programs for the client received from the forms are fit and also describes the essential aspects affecting the client.

Service and Treatment Plan

The service and treatment plan developed for the client is by the requirements and is meant for the counseling process. There are two options suggested for Candice to consider before making her own decision. One of the available options consists of the recommendation to stay for at least ninety days within the transitional housing. During this time, the betterer program would be on the process to evaluate the effectiveness of the results obtained from her husband. The other option entails the need to allow the client to continue with her intention of moving with the partner. However, contingency measures would be put in place to ensure safety and immediate evacuation should there be no change. Notably, these activities require linking to coordinate the timeline of events and provide necessary resources to help in the recovery of such situations to the client. The essential measures to be undertaken also consist of proper counseling process of Candice and the children. The monitoring process, on the other hand, would be useful to ascertain the quality of services provided to meet the predetermined condition within logic and timely manner. The goals of this session were satisfied with the established measures put into consideration to solve the issue among the client and the husband.


The type of service provided under this is significantly correct to the case. Primarily this is because the program entailed the necessary needed details for the client to recover from the challenge. The counseling sessions were provided with every activity and latter the medication to assist in the treatment process. Besides the five-axis were filled out according to the requirements of the program.

The goals and objectives

The goals and objectives provided to the client are doable because they follow medical practices which are appropriate for the program. For example, the patient experienced some signs of psychomotor retardation and pressured speech. These elements were the vital signs indicating unhealthy condition leading to high levels of depression and anxiety due to her passive behavior. The recommendation given to the patient was, therefore, to take medication after doing the screening.

Termination Letter

The termination letter addressed match of the case notes for the final interview. Further, it indicated the process in which the client underwent such as the assessments, linking and planning, the procedure of monitoring as well as the summary of the case. The experiences that many families have on increasing domestic violence and unhealthy relationships were some of the significant aspects discussed.

 Discharge Summary

The letter of termination had a match of the case notes for the final interview, and the question answered appropriately. The letter also summarizes the major points which are discussed in the meeting. The available options of either are staying for 90 days before the shift to move to the transition home or moving back to her house with the husband. The headings are addressed accordingly with an essential recommendation on the best way to consider. Additionally, this recommendation matches the client where she is right now.


The case management consists of a client maned Candice, a 33-year-old woman who was living in a shelter and needed to shift to transitional housing. The client joined the counseling program to get the best service due to the challenges she faces with her husband. There are various steps in which the client followed the counseling process. The first step was the assessment that involved various elements in revealing the basic needs, such as shelter and emotional counseling. The planning process is the next stage, which encompasses the involved stakeholders, which is followed by the linking and monitoring that determine the rationale of the process to come up with the overall possible option to follow.


Scales, T. L., & Kelly, M. S. (2016). Christianity and social work: Readings on the integration of Christian faith and social work practice. (4th ed.). Botsford, CT: North American Association of Christians in Social Work. 

Rowe, A. K. (2013). The effect of performance indicator category on estimates of intervention effectiveness. International journal for quality in health care25(3), 331-339.

Woodside, M. R., & McClam, T. (2016). Generalist case management: A method of human service delivery. Nelson Education.

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