personal. (77) caring. (44) skilled. (42)
We provide the initial meeting between a case manager and a new client.
The case manager uses this time to gather demographic information about the client, identify any immediate needs and begin to establish trust and build a relationship. This interaction is helpful to determine if a client would benefit from the services we offer. If our entity cannot provide services then we identify and refer the client to an outside community resource.
The Needs Assessment stage builds on the information collected during the Intake stage, going into greater depth on the client’s individual challenges and goals.