Understanding Understanding Case Management Case Management

Policy Policy

Objectives for the DayObjectives for the Day

Examine the Case Management Examine the Case Management PolicyPolicy

Discuss points to consider when Discuss points to consider when conducting assessmentsconducting assessments

Review Case Plan screens in MOSESReview Case Plan screens in MOSES Small group sessionsSmall group sessions Question and answer periodQuestion and answer period

LogisticsLogistics

Morning session is from 9:00 am to Morning session is from 9:00 am to 12:00 pm12:00 pm

Afternoon session is from 1:00 pm to Afternoon session is from 1:00 pm to 4:00 pm4:00 pm

The “Parking Lot”The “Parking Lot” Restrooms/BreaksRestrooms/Breaks Emergency ExitsEmergency Exits Cell Phones/E-MailCell Phones/E-Mail

Case Management PolicyCase Management PolicyDefinition:Definition:

“ “ Case management is a method of Case management is a method of providing job seeker customers with a providing job seeker customers with a formal, structured plan of actionformal, structured plan of action designed specifically to identify an designed specifically to identify an appropriate occupational goalappropriate occupational goal and to and to develop a develop a schedule of servicesschedule of services that will that will empower them to overcome or mitigate empower them to overcome or mitigate any barriers to any barriers to attaining their goalattaining their goal.”.”

Case Management PolicyCase Management PolicyPurpose:Purpose:

Provide guidance to Career CentersProvide guidance to Career Centers

Promote consistent interpretation of Promote consistent interpretation of elements that constitute Case elements that constitute Case ManagementManagement

Ensure the integrity of Case Plan Ensure the integrity of Case Plan activities in MOSESactivities in MOSES

Case Management PolicyCase Management PolicyTargeted CustomersTargeted Customers

Formal Case Management will be the Formal Case Management will be the standard standard service delivery modelservice delivery model for these targeted for these targeted groups and is required to be groups and is required to be documented in documented in MOSES:MOSES: Title I enrollees (Youth, Adult, Dislocated Workers)Title I enrollees (Youth, Adult, Dislocated Workers) Military Veterans and Other Qualified Eligible Military Veterans and Other Qualified Eligible

PersonsPersons Employment Assisted Service (EAS)Employment Assisted Service (EAS) National Emergency Grant (NEG)National Emergency Grant (NEG) Trade Adjustment Assistance (TAA) Trade Adjustment Assistance (TAA) Career Center staff may also identify individual Career Center staff may also identify individual

customers who may benefit from case management. customers who may benefit from case management.

Case Management PolicyCase Management Policy Regular Contact:Regular Contact:

““The case manager should contact the The case manager should contact the customer at intervals of no longer than customer at intervals of no longer than 60 days60 days, unless program requirements , unless program requirements or contractual agreements stipulate or contractual agreements stipulate shorter durations.” shorter durations.”

NEG requires intervals of no longer than 30 NEG requires intervals of no longer than 30 days. (WIA Communication Policy # 03-29)days. (WIA Communication Policy # 03-29)

Case Management PolicyCase Management Policy Data Entry in MOSES:Data Entry in MOSES:

The case manager must also The case manager must also coordinate service delivery, coordinate service delivery, conduct follow-upconduct follow-up and ensure that and ensure that all necessary data and information is all necessary data and information is entered in MOSES in a timely entered in MOSES in a timely mannermanner, no matter who provides the , no matter who provides the service.service.

Successful Implementation:Successful Implementation: Career Center staff person will manage and Career Center staff person will manage and

coordinate the individual’s formal service plan coordinate the individual’s formal service plan as the case manageras the case manager

The partnership between the Case Manager and The partnership between the Case Manager and the Customer implies distinct responsibilities for the Customer implies distinct responsibilities for both partiesboth parties, with the ultimate goal of moving , with the ultimate goal of moving the customer to the customer to suitable employmentsuitable employment

The Case Manager must The Case Manager must monitormonitor customer customer progress through the progress through the entire service delivery entire service delivery planplan, no matter who provides the service, no matter who provides the service

Case plans will need to be clear, concise, and Case plans will need to be clear, concise, and complete so all will understand complete so all will understand customer goals customer goals and progressand progress

Points to Consider When Points to Consider When Developing a Case Plan:Developing a Case Plan:

Do assessments contain certifiable information? Do assessments contain certifiable information? Avoid making judgments. Avoid making judgments.

Are goals and tasks realistic and credible? Are Are goals and tasks realistic and credible? Are they measurable?they measurable?

Are all services provided recorded in a timely Are all services provided recorded in a timely manner?manner?

Will others viewing a case plan be able to Will others viewing a case plan be able to clearly see a customer’s progress? Will they be clearly see a customer’s progress? Will they be able to identify what the customer has able to identify what the customer has achieved?achieved?

Have all components of Case Management been Have all components of Case Management been addressed?addressed?

Points to Consider When Points to Consider When Developing a Case Plan:Developing a Case Plan:

Distinguishing a Goal from a Task.Distinguishing a Goal from a Task.

““An effective goal focuses primarily on An effective goal focuses primarily on goalsgoals rather than rather than activityactivity. It identifies where you want . It identifies where you want to be, and, in the process, helps determine where to be, and, in the process, helps determine where you are.”you are.”

Goals tend to be broader, and concentrate on Goals tend to be broader, and concentrate on more ofmore of a a “destination” “destination” sensesense

Tasks are more Tasks are more “step”“step” oriented, and often make oriented, and often make up the components of a goalup the components of a goal

Goals vs. TaskGoals vs. TaskGoalsGoals

Obtain Obtain EmploymentEmployment

Complete Complete EducationEducation

Resolve financial Resolve financial issuesissues

TasksTasks Write a resumeWrite a resume

Contact training Contact training providerprovider

Attend a credit Attend a credit counseling counseling coursecourse

Some Helpful Questions to Some Helpful Questions to AskAsk

Realistic Employment Related GoalsRealistic Employment Related Goals““Describe the perfect work Describe the perfect work

environment for you.”environment for you.”““What are your bottom line needs What are your bottom line needs

regarding travel, shift and base regarding travel, shift and base salary for your next job?”salary for your next job?”

““Does your education/certifications Does your education/certifications restrict your options?”restrict your options?”

““Is there a growing or declining Is there a growing or declining need for your current skills?”need for your current skills?”

Some Helpful Questions to Some Helpful Questions to Ask Ask

Determining BarriersDetermining Barriers““Are there any conditions that Are there any conditions that

would restrict your job choice?”would restrict your job choice?”““Are there currently any family Are there currently any family

obligations that would restrict you obligations that would restrict you from immediate re-employment?”from immediate re-employment?”

““Do you have adequate Do you have adequate transportation?”transportation?”

Entering Case Management Entering Case Management Information in MOSESInformation in MOSES

Case Plan in MosesCase Plan in Moses

The “Assessment” TabThe “Assessment” Tab

The “Barriers” TabThe “Barriers” Tab

The “Goals” TabThe “Goals” Tab

Adding a TaskAdding a Task

The “Training The “Training Justification” TabJustification” Tab

NotesNotes

Case Management Related Case Management Related ServicesServices

Documenting ContactsDocumenting Contacts

Successful ContactsSuccessful Contacts

Unsuccessful ContactsUnsuccessful Contacts

Unsuccessful ContactsUnsuccessful Contacts

Case Management Case Management SupportSupport

Case Management Case Management SupportSupport

Case Management Tool in MOSESCase Management Tool in MOSES Conducted regularly Conducted regularly Pre-requisite: Successful completions of MOSES 101Pre-requisite: Successful completions of MOSES 101

Case Management Lab:Case Management Lab: Conducted at the Hurley Building in Boston.Conducted at the Hurley Building in Boston. An opportunity to work on actual cases that may be An opportunity to work on actual cases that may be

difficult or problematic with the help of a MOSES difficult or problematic with the help of a MOSES expertexpert

Consult the training calendar or contact the training Consult the training calendar or contact the training dept. for dates and times.dept. for dates and times.

Website:Website: http://intranet.detma.org/training/http://intranet.detma.org/training/calendar.htmcalendar.htm

E-mail :E-mail : hrtrng@detma.orghrtrng@detma.org

Case Management Case Management SupportSupportTechnical:

MOSES 101/Case Management ManualMOSES Local ExpertMOSES Help Desk:MOSES Help Desk:

617-626-5656617-626-5656moses@detma.orgmoses@detma.org

MOSES Training StaffMOSES Training Staff

Case Management Case Management SupportSupport

Non-Technical QuestionsNon-Technical Questions::

Career Center ManagerCareer Center Manager SupervisorSupervisor Program AdministratorProgram Administrator Local Workforce Investment Board Local Workforce Investment Board

RepresentativeRepresentative Division of Career ServicesDivision of Career Services

Small Group Sessions:Small Group Sessions: Read case study you are assignedRead case study you are assigned Discuss what services the customer Discuss what services the customer

might needmight need In the directions where it says: In the directions where it says: ““What should be documented in What should be documented in

MOSES and where should it be MOSES and where should it be documented?”documented?” be sure to create goals and tasks as be sure to create goals and tasks as neededneeded