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Catholic Charities of the Diocese of Rockville Centre Case Management Guide (for use in parishes providing outreach assistance

services) Client Files Be sure the Intake Sheet is easily found. Include the full date (month/day/year) with each entry into client file. Write what the person is reporting in the progress notes, i.e. He said She reports that This will help the next person who reads the file to get an accurate picture of the situation, what was observed and what was discussed. Report facts and observations, NOT your opinions. Clearly state the agreed upon plan between the client and the Core Worker. Indicate names, titles, phone numbers of other service providers that were contacted or are to be contacted and the purpose/results of contact. Initial your entries. If another Core Worker has questions, he/she will know who to contact. Planning Case conferencing within the office is very important. Team knowledge facilitates planning and a consistent response. Two heads are better than one. Allow the client to be an integral part of the problem-solving process. The person must be working toward their own goalsnot yours. Therefore, have client generate the goal and steps required. Offer your impression of this plan. Develop a total plan WITH the client. Look for what might be problematic that the client might not be aware of. Discuss your concerns. You cannot and should not do it all. You cannot be the savior of another person. Do not encourage dependency, encourage self-sufficiency. Connect clients with other networks. If there are many service providers for a client, meet with them as a group (or telephone conference) to develop a plan. Inform the client and obtain a conscent for release of information to do this. This is so multiple providers dont fall over one another or work at cross purposes. Dont be afraid to pull in family members, with the clients consent, to explore options. Consider linking the person in need with someone who has been through a similar situation for informal support, with permission from all involved. If you do all this and client still insists on a narrow plan, offer your impression honestly. Do not do anything that you feel will be enabling the client to continue in a dependent situation. Some things to remember: IRON RULE: Never do for others what they can do for themselves! When you are not sure, say nothing. Be honest. Never promise. Avoid dealing with friends.

No one is perfect Caution: tough exterior versus danger Focus on the immediate problem. Boundaries! Avoid savior complex. LISTEN!