Monitoring and coordination – the client and case manager review the progress the client is making toward planned goals, and the effectiveness and usefulness of resources/supports/services that the client is using. The case manager communicates and coordinates with resources/supports/services representatives to assure integration of services where needed, to advocate for the client, to communication essential information and to refine service effectiveness.
The case manager should continuously track and evaluate the status of all client goals. Sometimes when clients accomplish goals they have difficulty adjusting to the new goal status.
For example, if a client has secured employment, stress and new expectations can cause difficulties. A case manager should review and evaluate the client’s goal status on a monthly basis.
To monitor service delivery, the case manager must actively watch, listen and interact with both the client and the service providers.
It can be helpful to monitor while the client is participating in services and programs. Monitoring involves being, at times with the client in his or her natural and services environments.
Monitoring and coordination involves regular phone contact with service/resource providers.