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Integrated Social Services: Reaching the Most Vulnerable. Training package for case managers
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Integrated Social Services: Reaching the Most Vulnerable. Training package for case managers

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Module 6

Module 6


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  • 1. CASE MANAGEMENT TRAINING PACKAGE Module 6.Gathering information on a social case and organising it into a well-structured social personal dossier
  • 2. The definition of social needCase management starts froma particular definition of social need:it can be said that a social need existswhen a person or a family doesn‟t have a strong enoughnetwork to cope in an adequate way with the tasks whicha certain society expects them to perform.The awareness that a social need exists can be sharedor not between the person/family in need (client) andhis/her social and institutional network.All this has been explored in depth in modulefour of this training, which analyticallydiscussed the case of Judith. Case Management – module 6 – slide 2
  • 3. Three different degrees of social need1. No social need exists, but it is very likely that it will occur in the future; we can do something to prevent this eventuality.2. A social need already exists, and it is likely that, as a result, other more serious social needs will arise in the future; we have to remove the present need, in order to prevent other needs arising.3. A chronic social need exists and we cannot overcome it: nevertheless, we have to prevent further related problems. Case Management – module 6 – slide 3
  • 4. The evaluation of social needs from the perspective of Case Management“Evaluate” does not mean “judge”, but “give value”;so, when we make a social evaluation, we do notconcentrate only on the social needs (that is, onlyon the personal and social weaknesses) of someperson or family, but also (and firstly) on theirsocial resources.Through the application of the methodologies ofCase Management and networking, we can help theperson or the family to “give value” to themselvesand to their social resources. Case Management – module 6 – slide 4
  • 5. Four kinds of social assessment1. Social assessment as risk assessment: the findings of the assessment are addressed in order to prevent a social risk;2. Social assessment as needs assessment: the findings of the assessment are addressed to provide the social services which could improve the life quality of a person or family;3. Social assessment as gate-keeping: the findings of the assessment are addressed to decide if an entitlement to defined social service provision exists or not;4. Social assessment as “agency assessment”, or assessment of “the ability to act” of the person or family and their social network: this is the proper social evaluation, used in case management methodology. Case Management – module 6 – slide 5
  • 6. The social needs evaluation in the perspective of the three previous kinds of social assessment • Lack or inadequacy of financial income; • Lack or inadequacy of a home; • Inadequate parental care; • Lack of work; • Social exclusion; • Health problems; • Violence within the family; • Drugs and alcohol abuse; • Conflict with the law; • Cultural and educational frailty; • No self-sufficiency, or a disability; • Irregular school attendance; • … Case Management – module 6 – slide 6
  • 7. The social needs evaluation in the perspective of Case Management (agency assessment) The „agency assessment‟ implies a shared analysis (reflecting the perception of both the assessor and the assessed) of the following life tasks:• Being self sufficient in daily personal tasks: having the physical skills for taking care of themselves; having the psychological skills for taking care of themselves; feeling an adequate sense of self-esteem; and so on.• Gaining an income: looking for and keeping a job; having competencies and skills; having an education; showing social abilities; having the skills for managing an income; and so on.• Obtaining and managing a house: buying or obtaining an adequate place to live; dealing with its maintenance and cleanliness; and so on.• Dealing with own health: having a sensible lifestyle; healing themselves when ill; and so on.• Bringing up own children: providing their maintenance; taking care of their education and health; building a secure life environment for them; ensuring appropriate affective relationships; and so on.• Socializing with other members of the community: having a satisfying social network; having a good relationship with the neighbours; having a good relationship with the local institutions; and so on.• Living in a united family: having a good relationship with a partner, in particular sharing with him/her the daily tasks with regard to home management and childcare; and so on Case Management – module 6 – slide 7
  • 8. Who is involved in the social needs evaluation and solution? In the “risk assessment”, “needs assessment”, and “gate keeping” only the practitioners are involved, and their opinion and work are indisputable; In the “agency assessment” (Case Management perspective) instead: Acknowledgment of the social need is shared between the client, his/her network (informal and formal) and the Case Manager; The client and his/her social network are involved in the evaluation; The client and his/her social network must have a role in the problem resolution. Case Management – module 6 – slide 8
  • 9. An essential tool for the case analysis: the Social Dossier Case Management – module 6 – slide 9
  • 10. The structure – in the Case Management perspective – of the Social Dossier The dossier is divided into two parts: the first gathers information not only about the beneficiary, but also about his/her social network, environment, community resources; The second part covers the social project shared within the coping network, and some assessment guidelines to explore the personal and social resources of the beneficiary, using the areas framework of ICF-WHO: physical health; affection; carrying out of everyday activities; education; social contacts; free time and fun; work; expression of one’s own sexuality; The next sheet summarizes the actions to be undertaken. Case Management – module 6 – slide 10
  • 11. The compilation – in the Case Management perspective – of the Social Dossier The compilation of the dossier has to be realized by all the members of the coping network; at least, the gathering of information must be made and discussed together (and then the practical compilation is delegated to CM ), and a language must be used that is understandable by everyone; The compilation is always a work-in-progress, because not only is the information compiled step by step, but also the social project changes continuously, and its recording in the dossier helps the network towards a real shared description of the project itself. Case Management – module 6 – slide 11
  • 12. The use – in the Case Management perspective – of the Social Dossier The dossier is a tool available for all the members of the coping network, both informal and formal; Confidential information can be kept in a separate folder; In any case, it is important to remind the members of the network that they have to respect the privacy of the people involved, and it is not permitted to share the information contained in the dossier with people outside the network. Case Management – module 6 – slide 12
  • 13. Another essential tool for Case Managers: the map of social resources Case Management – module 6 – slide 13
  • 14. Cooperation agreement (yes/no, terms)Resources map for Case Management Timeframe/availability Type of service (daily care/professional consultations/ public- Case Management – module 6 – slide 14 private/pay-free of charge) Contact person details Location Name of the service/person Area of Service (health/education/social protection benefits/child protection/admin services)