case management process

Principal Term: The context in which case managers provide health and human services to clients and their support systems. The process consists of several steps or sub-processes that are iterative, cyclical and recursive rather than linear in nature and applied until the client’s needs and interests are met. The steps include screening, assessing, stratifying risk, planning, implementing, following-up, transitioning, post-transitioning communication, and evaluating outcomes. The process, with special intervention by case managers, work together with clients and their support systems to evaluate and understand the care options available to the clients; identify what is best to meet their needs; and institute action to achieve their goals and meet their interests and expectations.