Fundamentals of Case Management: Intake, Eligibility Determination and Screening

Goals and Objectives

Goal 1: The learner will provide knowledge of the intake process.

Objectives:

• Define the purpose of the intake meeting.
• Identify the intake meeting attendees.

Goal 2: The learner will obtain knowledge of eligibility determination.

• Define formal diagnostic assessments.
• Describe functional assessments.
• Identify informal diagnostic evaluations.
• List information case managers must provide eligible persons.
• Name and describe the Data Practices and the Health Information Portability and Accountability Act.
• Define the processes for eligibility determination disputes.

Goal 3: The learner will develop knowledge of screening.

• List the four levels of care most commonly referenced.
• List the roles common across case management activities.
• Name the common aspects of the screening process that must be consistently handled across programs and services.
• Define screening documentation.

Goal 4: The learner will provide knowledge of ethical issues.

• List the ethical considerations case managers must consider during intake, eligibility determination and screening.

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