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Case Management: Principles, Competencies & Best Practices

Case Management: Principles, Competencies & Best Practices

Case management can ensure timely access to and coordination of medical and psychosocial services for individuals and families while considering costs, reducing duplication of services, and improving a range of outcomes. The basic components of case management include outreach, intake, assessment of needs, service planning, referral and linkage to services, advocacy, and ongoing evaluation. This two-part series begins with the mindset and heart set of best practices and continues with the fundamentals of case management services. Several models of case management are considered, alongside representative principles and practices shared by each of these models. Recommendations for maximizing the effectiveness of case management services are also explored.

Meet the Instructor


Scott PetersenScott Petersen, LCSW, CAC-III, is a faculty member at the Center for Social Innovation/t3 and maintains a private consultation and psychotherapy practice in Denver, CO. Scott has been working with people affected by mental health conditions, substance use, and trauma for more than 20 years as an outreach worker, case manager, psychotherapist, clinical supervisor, and program director.