What is a Collaborative Case Management?

Irrespective of the domain of your business, collaboration plays a key role. Owing to the new technology and diminishing gaps due to the internet, it’s importance has grown to great heights. Since the beginning of the 20th century, collaborative case management has revolutionized broadly in the fields of healthcare, social work, administration, and much more. As per the different context, there are different approaches to case management. The ultimate success lies in building an exemplary model as per the requirement of the clients and utilizing the resources to the best.

What does Collaborative Case Management Comprise of?

Case Management is a collaborative process that plans, strategizes, implements evaluates and monitors the services and alternatives as per the requirements of the clients. The entire process is the involvement of multiple entities that brings the case to a resolved or closed state. These entities involve clients, customers, case managers, administrators, service providers, etc. The major aim of the process is to characterize effective communication and resource management. It improves quality, and reduce costs and operation time. Case management can only be successful when the caseworkers efficiently collaborate with all the stakeholders involved.

Stages in Collaborative Case Management

Stage 1: Intake

You can consider this step as the foundation for other stages to be followed in case management. It involves understanding the client’s current situation as per the demographics gathered. Next, take the client’s demands into consideration, and plan the pipeline with end goals. The most crucial part is positive interaction with the client to develop a sustainable relationship to survive in the long run.

Stage 2: Assessment of Needs

After the intake of all the factors from the clients, the next step is to identify the needs, interests, and key problems of the client in the respective domain. Case management is all about creating a customized plan, and thereby, every aspect of the client should be equally valued. Also, all the stakeholders in the process should be on similar lines regarding the end goals. You need to keep the client informed about the potential challenges that will be faced during the later stages. Additionally, you will need to reassess the needs over time.

Stage 3: Service Planning

In this stage you design the outline and actions to achieve end goals. Also, you need to develop a timeline. Thanks to this, all the stakeholders are aware of the progress. Additionally, you need to identify specific metrics at every step of the process, creating accountability.

Stage 4: Evaluation

Throughout the process, you need to monitor the established metrics. Look for progress, and readjust them if required. In the final stage, you need to evaluate the efficacy of the plan. Once done, you need to see if the service provided meet the client’s demands. The case manager, instead of the anecdotal, should make use of the quantified data to generate significant outcomes.

Collaborative Case Management isn’t just about these four stages, but there are a plethora of models and tools involved in the infrastructure. With the advanced open-source low-code development platform Corteza, developed and maintained by Planet Crust, you can develop such excellent management systems fast and easy. Try Corteza for free!