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· Identify and describe population served.
Behavioral health youth and their families.
· How important is it to network and collaborate with other
providers?
It is very important to collaborate and network to make sure all
services are o the same page and the client’s needs are being
met.
· How do case managers engage in collaboration with other
providers to help clients receive services?
By reaching out to other service providers and meet with them
for staffing the client’s case to discuss the objectives and what
progress has been made and what needs still need work.
· How do case managers find and select resources?
Coworkers, outside agency, networking, internet
· What is the role of the case manager in the referral process?
Completing assessment interviews with the clients to decide
what services that will best fit the client’s needs. Checking with
the insurance provider approved facilities when referring to
outside residential facilities. Lots of phones calls to those
facilities to check on available space.
· What are the responsibilities of the client in the referral
process?
Follow through with referred services to work on reaching set
goals and show up for appt.
· Monitoring protocol (if any)
Staffing and supervision.
Case Manager Interview Presentation Grading Guide
BSHS/395 Version 3
1
Grading Guide
Case Manager Interview Presentation
This assignment is due in Week Five.
Content
60%
Points Available
12
Points
Earned
X
· All key elements of the assignment are covered in a
substantive way, including answers to the following:
· How important is it to network and collaborate with other
providers?
· How do case managers engage in collaboration with other
providers on client services?
· How do case managers find and select resources?
· What is the role of the case manager in the referral process?
· What are the responsibilities of the client in the referral
process?
· The presentation consists of 12 to 15 slides.
· The content is comprehensive and accurate.
· The presentation focuses on necessary information.
· The presentation includes pictures, graphics, or audio, as
appropriate.
· Main ideas are clear and supported by detailed explanation in
the speakers notes.
Comments:
Organization/Development
20%
Points Available
4
Points
Earned
X
· The presentation format is logical and organized.
· The presentation is designed with effective use of font,
headings, space, and color.
· The presentation utilizes appropriate and effective visual aids
and excludes distracting or unnecessary features.
Comments:
Format/Mechanics
20%
Points Available
4
Points
Earned
X
· Microsoft® PowerPoint® file functions as required.
· Citations are consistent with APA guidelines.
· Rules of grammar, usage, and punctuation are followed.
· Spelling is correct.
Comments:
Total Available
20
Total
Earned
X
Permission and Appointment to Interview
Melissa Simpson
BSHS/395
September 2, 2016
Dr. SESSION
Permission and Appointment to Interview
Interviewer: Melissa Simpson
Interviewee: Heather Sanchez
Interviewee's Job Title: Case Manager
Interviewee's Agency: Southwest Behavioral Health Services
Clinic
Interviewee's Phone: (928)453-2661
Interviewee's Email Address: [email protected]
Interviewee’s clinic address: 1845 McCulloch Blvd. N, Lake
Havasu City, AZ 86403
Date and Time and location : Monday the 5th 2016 at 11 am, at
Starbucks

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  • 1. · Identify and describe population served. Behavioral health youth and their families. · How important is it to network and collaborate with other providers? It is very important to collaborate and network to make sure all services are o the same page and the client’s needs are being met. · How do case managers engage in collaboration with other providers to help clients receive services? By reaching out to other service providers and meet with them for staffing the client’s case to discuss the objectives and what progress has been made and what needs still need work. · How do case managers find and select resources? Coworkers, outside agency, networking, internet · What is the role of the case manager in the referral process? Completing assessment interviews with the clients to decide what services that will best fit the client’s needs. Checking with the insurance provider approved facilities when referring to outside residential facilities. Lots of phones calls to those facilities to check on available space. · What are the responsibilities of the client in the referral process? Follow through with referred services to work on reaching set goals and show up for appt. · Monitoring protocol (if any) Staffing and supervision. Case Manager Interview Presentation Grading Guide BSHS/395 Version 3
  • 2. 1 Grading Guide Case Manager Interview Presentation This assignment is due in Week Five. Content 60% Points Available 12 Points Earned X · All key elements of the assignment are covered in a substantive way, including answers to the following: · How important is it to network and collaborate with other providers? · How do case managers engage in collaboration with other providers on client services? · How do case managers find and select resources? · What is the role of the case manager in the referral process? · What are the responsibilities of the client in the referral process? · The presentation consists of 12 to 15 slides. · The content is comprehensive and accurate.
  • 3. · The presentation focuses on necessary information. · The presentation includes pictures, graphics, or audio, as appropriate. · Main ideas are clear and supported by detailed explanation in the speakers notes. Comments: Organization/Development 20% Points Available 4 Points Earned X · The presentation format is logical and organized. · The presentation is designed with effective use of font, headings, space, and color. · The presentation utilizes appropriate and effective visual aids and excludes distracting or unnecessary features. Comments: Format/Mechanics 20% Points Available 4 Points Earned X
  • 4. · Microsoft® PowerPoint® file functions as required. · Citations are consistent with APA guidelines. · Rules of grammar, usage, and punctuation are followed. · Spelling is correct. Comments: Total Available 20 Total Earned X Permission and Appointment to Interview Melissa Simpson BSHS/395 September 2, 2016 Dr. SESSION
  • 5. Permission and Appointment to Interview Interviewer: Melissa Simpson Interviewee: Heather Sanchez Interviewee's Job Title: Case Manager Interviewee's Agency: Southwest Behavioral Health Services Clinic Interviewee's Phone: (928)453-2661 Interviewee's Email Address: [email protected] Interviewee’s clinic address: 1845 McCulloch Blvd. N, Lake Havasu City, AZ 86403 Date and Time and location : Monday the 5th 2016 at 11 am, at Starbucks