CHCCSM010 — Implement case management practice

1 Initiate case management process.

• 1.1Confirm eligibility of person for case management and match their profile against service eligibility criteria.
• 1.2Inform the person of all rights and responsibilities and obtain person’s consent to involvement in case management.
• 1.3Collect information about the person, maintain confidentiality and privacy, and minimise duplication.
• 1.4Prioritise person-centred and strengths-based needs and pursue relevant, achievable time-framed goals.
• 1.5Ascertain specific cultural needs of the person to provide appropriate services and support for their development.
• 1.6Recognise and respect the person’s right to self-determination within legal parameters.
• 1.7Identify social, economic, housing, personal and family factors that may influence the persons health, wellbeing, and level of independence.
• 1.8Discuss with the person the case management process, the complaints and appeals processes and the service criteria for exit.
• 1.9Estimate the level of case management support required to implement the person’s plan and discuss with all relevant parties with the person’s consent.

2 Identify and consider possible solutions to complex issues.

• 2.1Identify ethical issues and questions about aspects of case management and resolve in line with organisational guidelines and regulatory requirements.
• 2.2Identify complex issues relating to funding of service provision and administer resources within relevant regulatory framework.
• 2.3Apply ethical practices to uphold autonomy, dignity, privacy and rights of the person.
• 2.4Advocate for person-centred solutions to complex identified needs at service delivery and policy-making levels.
• 2.5Collaborate with others to meet person’s needs, achieve goals and optimise outcomes.

3 Develop plan of action to address identified priorities.

• 3.1Use person’s identified goals and needs assessment to develop and agree on a plan of action.
• 3.2Support and develop the person’s ability to independently access alternative resources to address needs.
• 3.3Conduct research to establish an informed plan of action.
• 3.4Address barriers that may restrict the person’s ability to meet identified goals and determine strategies to minimise their impact.
• 3.5Plan actions that are within person’s financial resources.
• 3.6Convene and participate in case conferences with the person, service providers, family, carers, natural supports and others identified by the person.
• 3.7Seek and obtain the person’s consent to undertake any referrals to other services and organisations.
• 3.8Provide the person with timely information about available service options and support them to make informed decisions and exercise choice in all stages of the case management process.
• 3.9Document the person’s goals and determine how effectiveness of interventions will be measured and evaluated.

4 Monitor service provision and coordination.

• 4.1Communicate with service providers to review the individualised case management plan and adjust to optimise outcomes.
• 4.2Advocate for service system improvements and identify and communicate gaps and inadequate services to program managers.
• 4.3Adjust services, supports and resources according to person’s needs and financial parameters.
• 4.4Document and report to relevant organisation or funding body the implications from any variations to expected plan.

5 Evaluate outcomes.

• 5.1Undertake periodic reassessment and evaluation of outcomes against expected outcome.
• 5.2Obtain information from person, service providers, funding bodies and case managers to determine progress and evaluate against identified goals in the plan.
• 5.3Evaluate the effectiveness of plan adjustments to address person’s ongoing situation and changing needs.
• 5.4Evaluate the effectiveness of case management processes and service delivery, including person’s satisfaction and costs against benefits.
• 5.5Work with the person to evaluate ongoing support needs to meet their goals, including review of parameters for disengagement.
• 5.6Evaluate financial outcomes of adjustments to plan.
• 5.7Identify opportunities for the person to maintain or develop independence from any aspect of the plan.
• 5.8Document and report person’s outcomes and satisfaction in accordance with organisational policies and procedures.

What does an assessment tool for CHCCSM010 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for CHCCSM010 needs to address all 51 unit components: 5 elements with 35 performance criteria, 1 performance evidence requirements, 13 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for CHCCSM010?

Auditori pulls the current release of CHCCSM010 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for CHCCSM010 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing CHCCSM010 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of CHCCSM010, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.