Case Management Toolbox Podcast Sponsored in part by AllCEUs Continuing Education I’m your host, Dr. Dawn-Elise Snipes PhD, LPC-MHSP, LMHC Case Management CEUs are available for these podcasts at allceus.com/CaseManagement Case Management for Mental Health Best Practices Case Management Toolbox Podcast Dr. Dawn-Elise Snipes PhD, LPC-MHSP, LMHC AllCEUs Continuing Education Host: Counselor Toolbox & Case Management Toolbox Podcasts Objectives ~ Review what a Mental Health Case Manager does (or a counselor if the client does not qualify for case management services) ~ Identify common issues clients with mental health diagnoses have and ways to address them

What Does a MH Case Manager Do? ~ Serve as the single point of contact ~ Facilitate patient engagement ~ Screen patients for common mental health and substance abuse disorders and identify necessary services to aid in achieving their optimal level of recovery ~ Provide patient education about common mental health and substance abuse disorders and the available treatment options. ~ Provide education to clients and stakeholders about the utility/effectiveness of wrap-around services for goal attainment ~ Housing ~ Supplemental Nutrition Assistance ~ Transportation ~ Employment/Education ~ Financial counseling What Does a MH Case Manager Do? ~ Participate in regularly scheduled (usually weekly) caseload consultation with the team and communicate resulting service recommendations to the patient’s team. ~ Consultations focus on patients new to the caseload and those who are not improving as expected under the current treatment plan. ~ Regularly meet with key team members to determine which benchmarks they are most interested in and identify barriers to care ~ Track patient follow-up, clinical outcomes including treatment adherence, medication side effects, changes in clinical symptoms and effectiveness of treatment. ~ Document in-person and telephone encounters in the EHR and use the system to identify and re-engage patients.

What Does a MH Case Manager Do? ~ Document patient progress and service recommendations in EHR and other required systems to be shared with other treating providers. ~ Facilitate treatment plan changes for patients who are not improving as expected or who have reached maximal gains in consultation with the treatment team ~ Facilitate referrals for clinically indicated services within and outside of the organization(e.g., housing, vocational rehabilitation, legal assistance, substance abuse treatment, clubhouse/day treatment). ~ Follow up with client and referral services to ensure effective linkages. ~ Develop and complete relapse prevention plans with patients at admission and review those plans with those who have achieved their treatment goals and being discharged Common Issues ~ Medication Access ~ Medication Effectiveness ~ Medication Compliance (Physical and psychotropic) ~ Side effects ~ Forgetting ~ Counseling Access ~ Cost ~ Transportation

Common Issues ~ Counseling Effectiveness ~ Rapport ~ Approach ~ Support System ~ Education regarding how to help the individual ~ Respite care ~ Counseling to deal with grief or other issues ~ Child/respite care ~ Respite care for a child or adult with significant illness ~ Childcare so parent can attend counseling, seek employment ~ Parenting education or assistance (i.e. child with Autism or ADHD; parent with SUD and DCF plan)

Common Issues ~ Housing ~ Affordability ~ Safety ~ Nutrition ~ Affording ~ Shopping ~ Cooking ~ Activities of Daily Living ~ Paying bills (financial counseling or power of atty) ~ Hygiene Common Issues ~ Meaningful Engagement ~ Supported Employment ~ Paid employment for persons with developmental disabilities who, without long-term support, are unlikely to succeed in a regular job. ~ Supported employment facilitates competitive work in integrated work settings for individuals with the most severe disabilities who need ongoing support services in order to perform their job. ~ Supported employment provides assistance such as job coaches, transportation, assistive technology, specialized job training, and individually tailored supervision. ~ Clubhouse or Day Treatment

Summary ~ People with severe and persistent mental illnesses benefit greatly from case management ~ Case managers pick up where counselors leave off and help identify needs and services and coordinate the referrals ~ Case management principles can be applied by counselors or nurses for patients whose level of severity does not qualify them for case management services. Additional Reading ~ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1262729/ ~ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2690181/