[Solved] Mod 8 Case File

Assignment Prompt & Instructions

see attachment

– ## ClientContactNote.docx

– ## NewReferralorInquiryForm.docx

– ## DiazsCaseVignette.docx

– ## MOD8Instructions.docx

– ## CaseManagementPlanform.docx

**## ClientContactNote.docx**

**Case Management Unit Contact Notes**

Client: Agency #

**## NewReferralorInquiryForm.docx**

**New Referral or Inquiry**

Client: Sex: DOB:

Address:

City: State: Zip:

Home Telephone: Work Telephone:

Parent or Spouse:

Employer:

School:

Referred by:

Chief Complaint and/or description of problem:

Previous Evaluation, Services or Treatment:

Taken by: Date:

**## DiazsCaseVignette.docx**

## Mrs. Diaz

_Background information to help you create a “reason for referral/intake form”:_

_When you met with Mrs. Diaz, you acquired the following information [use this information to assist in developing goals, objectives and activities]._

Client: Mrs. Diaz

Her children are now 48, 46, 45 and 43 years old. One daughter lives in Florida, one has returned to Puerto Rico, and her son and youngest daughter live near her in the South Bronx. Her son had been helping her buy groceries and was paying her utilities until he lost his job three months ago. She does not currently receive any food or rental assistance. Her only income at the present time is her monthly social security check. She used all of her savings for burial expenses and her husband’s outstanding medical bills.

Mrs. Diaz said she loves to cook and that her church is very important to her, but lately she seems to have lost interest in doing the things she loves to do. She says she is also disappointed that her children don’t come to visit her as often. She understands that they are busy and that her son is also experiencing his own financial difficulties, but with the anniversary of her husband’s death approaching she is feeling lonely. Mrs. Diaz said she feels isolated and would like a reason to get out of the house more often.

She also says she has not been feeling well and is worried that she may have diabetes like her mother and sister. She reported that she does not currently have a primary care provider.

**## MOD8Instructions.docx**

**HS 2250 Fundamentals of Case Management**

**Read the following vignette on Mrs. Diaz**

**1.  Create/complete a new referral or inquiry form (type directly onto the form so you can submit into Canvas)**

a First name/DOB/Address/telephone

b Make sure your referral is clear to anyone who reads it in your agency.

**2.  Complete the Case Management Plan Form (provided for you in attachments; type** directly into the form so you can submit into Canvas).

a Develop an
overall goal that reflects the content of your objectives;

b Develop at least
two objectives (these have to be measurable); one should focus on obtaining needed benefits to address her current financial problems; the other should focus on maintaining her current living situation long-term (clue:  food assistance, medical assistance, services for older people to relieve social isolation, counseling, and outreach to the family).  if you are still struggling with the concept of "measurable" then, re-read that section in your text.

c For each objectives you should have a minimum of
2 activities to help the client achieve the objective (which will ultimately help reach their goal).

**3.  Complete at least**
**three client contact notes (type directly into the word document) for three visits.**

a The first note should reflect your initial meeting with Mrs. Diaz (where you completed the intake assessment form);

b The second note should reflect the creation of plan goals and objectives during your second visit.

c The third note should reflect your next contact with Mrs. Diaz (you will make this up based on your projection of what the meeting content would be).

All forms should be typewritten and uploaded into Canvas.  Please check spelling, be thorough, yet concise, make sure the clients ID number is on each page, date and sign every entry, use respectful language and avoid slang, and make sure you proofread!

On the objectives:  Have you indicated top priority needs?  Have you broken down the methods for achieving the objectives into manageable tasks?  Have you taken Mrs. Diaz’s strengths and resources into consideration when setting objectives and tasks?  Are your goals and objectives
measurable?  Have you included reasonable target dates?

**Case notes:  Have you included the four elements of a case note?  Could another case manager read your case note and provide the needed follow-up?  This submission has to have a minimum of 900 words or you will lose significant points.**

**## CaseManagementPlanform.docx**

Case Management Plan

| | | |
| — | — | — |
| Name:<br> <br>Address: | ID #:<br>Date of Birth: | Date of Plan:<br>Review Date: |
| | | |

| |
| — |
| Service/Treatment Goal: |
| |
| Strengths and Resources: |
| Objective 1: |

| | | | |
| — | — | — | — |
| WHAT (activity) | PURPOSE (why?) | WHO (who will do what with regard to the activity) | BY WHEN (target date) |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

| |
| — |
| Objective2: |

| | | | |
| — | — | — | — |
| WHAT | PURPOSE | WHO | BY WHEN |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

Client Signature:

Date:

Signature:

Title: Case Manager

Date:

**## CaseManagementPlanform.docx**

Case Management Plan

| | | |
| — | — | — |
| Name:<br> <br>Address: | ID #:<br>Date of Birth: | Date of Plan:<br>Review Date: |
| | | |

| |
| — |
| Service/Treatment Goal: |
| |
| Strengths and Resources: |
| Objective 1: |

| | | | |
| — | — | — | — |
| WHAT (activity) | PURPOSE (why?) | WHO (who will do what with regard to the activity) | BY WHEN (target date) |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

| |
| — |
| Objective2: |

| | | | |
| — | — | — | — |
| WHAT | PURPOSE | WHO | BY WHEN |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

Client Signature:

Date:

Signature:

Title: Case Manager

Date:

**## ClientContactNote.docx**

**Case Management Unit Contact Notes**

Client: Agency #

**## NewReferralorInquiryForm.docx**

**New Referral or Inquiry**

Client: Sex: DOB:

Address:

City: State: Zip:

Home Telephone: Work Telephone:

Parent or Spouse:

Employer:

School:

Referred by:

Chief Complaint and/or description of problem:

Previous Evaluation, Services or Treatment:

Taken by: Date:

**## DiazsCaseVignette.docx**

## Mrs. Diaz

_Background information to help you create a “reason for referral/intake form”:_

_When you met with Mrs. Diaz, you acquired the following information [use this information to assist in developing goals, objectives and activities]._

Client: Mrs. Diaz

Her children are now 48, 46, 45 and 43 years old. One daughter lives in Florida, one has returned to Puerto Rico, and her son and youngest daughter live near her in the South Bronx. Her son had been helping her buy groceries and was paying her utilities until he lost his job three months ago. She does not currently receive any food or rental assistance. Her only income at the present time is her monthly social security check. She used all of her savings for burial expenses and her husband’s outstanding medical bills.

Mrs. Diaz said she loves to cook and that her church is very important to her, but lately she seems to have lost interest in doing the things she loves to do. She says she is also disappointed that her children don’t come to visit her as often. She understands that they are busy and that her son is also experiencing his own financial difficulties, but with the anniversary of her husband’s death approaching she is feeling lonely. Mrs. Diaz said she feels isolated and would like a reason to get out of the house more often.

She also says she has not been feeling well and is worried that she may have diabetes like her mother and sister. She reported that she does not currently have a primary care provider.

**## MOD8Instructions.docx**

**HS 2250 Fundamentals of Case Management**

**Read the following vignette on Mrs. Diaz**

**1.  Create/complete a new referral or inquiry form (type directly onto the form so you can submit into Canvas)**

a First name/DOB/Address/telephone

b Make sure your referral is clear to anyone who reads it in your agency.

**2.  Complete the Case Management Plan Form (provided for you in attachments; type** directly into the form so you can submit into Canvas).

a Develop an
overall goal that reflects the content of your objectives;

b Develop at least
two objectives (these have to be measurable); one should focus on obtaining needed benefits to address her current financial problems; the other should focus on maintaining her current living situation long-term (clue:  food assistance, medical assistance, services for older people to relieve social isolation, counseling, and outreach to the family).  if you are still struggling with the concept of "measurable" then, re-read that section in your text.

c For each objectives you should have a minimum of
2 activities to help the client achieve the objective (which will ultimately help reach their goal).

**3.  Complete at least**
**three client contact notes (type directly into the word document) for three visits.**

a The first note should reflect your initial meeting with Mrs. Diaz (where you completed the intake assessment form);

b The second note should reflect the creation of plan goals and objectives during your second visit.

c The third note should reflect your next contact with Mrs. Diaz (you will make this up based on your projection of what the meeting content would be).

All forms should be typewritten and uploaded into Canvas.  Please check spelling, be thorough, yet concise, make sure the clients ID number is on each page, date and sign every entry, use respectful language and avoid slang, and make sure you proofread!

On the objectives:  Have you indicated top priority needs?  Have you broken down the methods for achieving the objectives into manageable tasks?  Have you taken Mrs. Diaz’s strengths and resources into consideration when setting objectives and tasks?  Are your goals and objectives
measurable?  Have you included reasonable target dates?

**Case notes:  Have you included the four elements of a case note?  Could another case manager read your case note and provide the needed follow-up?  This submission has to have a minimum of 900 words or you will lose significant points.**

**## CaseManagementPlanform.docx**

Case Management Plan

| | | |
| — | — | — |
| Name:<br> <br>Address: | ID #:<br>Date of Birth: | Date of Plan:<br>Review Date: |
| | | |

| |
| — |
| Service/Treatment Goal: |
| |
| Strengths and Resources: |
| Objective 1: |

| | | | |
| — | — | — | — |
| WHAT (activity) | PURPOSE (why?) | WHO (who will do what with regard to the activity) | BY WHEN (target date) |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

| |
| — |
| Objective2: |

| | | | |
| — | — | — | — |
| WHAT | PURPOSE | WHO | BY WHEN |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

Client Signature:

Date:

Signature:

Title: Case Manager

Date:

**## ClientContactNote.docx**

**Case Management Unit Contact Notes**

Client: Agency #

**## NewReferralorInquiryForm.docx**

**New Referral or Inquiry**

Client: Sex: DOB:

Address:

City: State: Zip:

Home Telephone: Work Telephone:

Parent or Spouse:

Employer:

School:

Referred by:

Chief Complaint and/or description of problem:

Previous Evaluation, Services or Treatment:

Taken by: Date:

**## DiazsCaseVignette.docx**

## Mrs. Diaz

_Background information to help you create a “reason for referral/intake form”:_

_When you met with Mrs. Diaz, you acquired the following information [use this information to assist in developing goals, objectives and activities]._

Client: Mrs. Diaz

Her children are now 48, 46, 45 and 43 years old. One daughter lives in Florida, one has returned to Puerto Rico, and her son and youngest daughter live near her in the South Bronx. Her son had been helping her buy groceries and was paying her utilities until he lost his job three months ago. She does not currently receive any food or rental assistance. Her only income at the present time is her monthly social security check. She used all of her savings for burial expenses and her husband’s outstanding medical bills.

Mrs. Diaz said she loves to cook and that her church is very important to her, but lately she seems to have lost interest in doing the things she loves to do. She says she is also disappointed that her children don’t come to visit her as often. She understands that they are busy and that her son is also experiencing his own financial difficulties, but with the anniversary of her husband’s death approaching she is feeling lonely. Mrs. Diaz said she feels isolated and would like a reason to get out of the house more often.

She also says she has not been feeling well and is worried that she may have diabetes like her mother and sister. She reported that she does not currently have a primary care provider.

**## MOD8Instructions.docx**

**HS 2250 Fundamentals of Case Management**

**Read the following vignette on Mrs. Diaz**

**1.  Create/complete a new referral or inquiry form (type directly onto the form so you can submit into Canvas)**

a First name/DOB/Address/telephone

b Make sure your referral is clear to anyone who reads it in your agency.

**2.  Complete the Case Management Plan Form (provided for you in attachments; type** directly into the form so you can submit into Canvas).

a Develop an
overall goal that reflects the content of your objectives;

b Develop at least
two objectives (these have to be measurable); one should focus on obtaining needed benefits to address her current financial problems; the other should focus on maintaining her current living situation long-term (clue:  food assistance, medical assistance, services for older people to relieve social isolation, counseling, and outreach to the family).  if you are still struggling with the concept of "measurable" then, re-read that section in your text.

c For each objectives you should have a minimum of
2 activities to help the client achieve the objective (which will ultimately help reach their goal).

**3.  Complete at least**
**three client contact notes (type directly into the word document) for three visits.**

a The first note should reflect your initial meeting with Mrs. Diaz (where you completed the intake assessment form);

b The second note should reflect the creation of plan goals and objectives during your second visit.

c The third note should reflect your next contact with Mrs. Diaz (you will make this up based on your projection of what the meeting content would be).

All forms should be typewritten and uploaded into Canvas.  Please check spelling, be thorough, yet concise, make sure the clients ID number is on each page, date and sign every entry, use respectful language and avoid slang, and make sure you proofread!

On the objectives:  Have you indicated top priority needs?  Have you broken down the methods for achieving the objectives into manageable tasks?  Have you taken Mrs. Diaz’s strengths and resources into consideration when setting objectives and tasks?  Are your goals and objectives
measurable?  Have you included reasonable target dates?

**Case notes:  Have you included the four elements of a case note?  Could another case manager read your case note and provide the needed follow-up?  This submission has to have a minimum of 900 words or you will lose significant points.**

**## CaseManagementPlanform.docx**

Case Management Plan

| | | |
| — | — | — |
| Name:<br> <br>Address: | ID #:<br>Date of Birth: | Date of Plan:<br>Review Date: |
| | | |

| |
| — |
| Service/Treatment Goal: |
| |
| Strengths and Resources: |
| Objective 1: |

| | | | |
| — | — | — | — |
| WHAT (activity) | PURPOSE (why?) | WHO (who will do what with regard to the activity) | BY WHEN (target date) |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

| |
| — |
| Objective2: |

| | | | |
| — | — | — | — |
| WHAT | PURPOSE | WHO | BY WHEN |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

Client Signature:

Date:

Signature:

Title: Case Manager

Date:

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