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
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
~ 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

~ 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