CHCCSM017 — Facilitate and review case management

1 Determine response to case management.

• 1.1Utilise case management processes in accordance with organisational policies and procedures.
• 1.2Implement processes to enable the person to set goals and participate in case management processes.
• 1.3Integrate cultural considerations into all aspects of case planning.
• 1.4Provide information on rights of appeal and avenues of complaint so the person understands their rights and responsibilities.

2 Conduct case management meetings.

• 2.1Facilitate information sharing with the person, including confidentiality and consent, and establish a rapport.
• 2.2Identify and agree on person and worker roles, responsibilities, boundaries, and processes of service delivery.
• 2.3Determine and agree on organisational requirements, family and community needs, responsibilities and rights.

3 Develop a case plan.

• 3.1Collaborate with the person to identify strengths, abilities and goals and develop an agreed approach to case management, following a person-centred framework.
• 3.2Develop a case plan to reflect identified needs.
• 3.3Work with the person to identify the full range of immediate, short- and long-term needs of the person and other relevant parties.
• 3.4Establish and agree on processes to monitor and change case plan.
• 3.5Identify strategies to deal with complex and high risk situations.
• 3.6Assist person to set and achieve realistic targets for change or action and to take personal responsibility.

4 Monitor and review case work activities and processes.

• 4.1Implement strategies to regularly monitor the effectiveness of case management processes against agreed goals, service provision and progress.
• 4.2Assess the need for case plan changes and develop strategies for alternatives and ongoing interventions.
• 4.3Negotiate with relevant parties any proposed changes arising from case review.
• 4.4Document all case work interventions in compliance with evidence-based practice and confidentiality requirements.
• 4.5Implement case closure according to organisational policy and procedures.

What does an assessment tool for CHCCSM017 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for CHCCSM017 needs to address all 36 unit components: 4 elements with 18 performance criteria, 1 performance evidence requirements, 15 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 CHCCSM017?

Auditori pulls the current release of CHCCSM017 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 CHCCSM017 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing CHCCSM017 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 CHCCSM017, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.