Unit of competency Outline
Date retreived
22/07/2026 3:24 AM AWST
22/07/2026 3:24 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Develop, facilitate and monitor all aspects of case management
Develop, facilitate and monitor all aspects of case management
Unit of competency
National Code
CHCCM503C
CHCCM503C
State Code
D2297
D2297
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
12/08/2014
Field of Education
090501 - Social Work
Original Release Date
12/08/2014
Nominal Hours
75
Description
DescriptorThis unit describes the knowledge and skills required to facilitate all aspects of case planning
Notes
Elements and Performance Criteria
1. Conduct case management meetings
- 1.1 Facilitate information sharing with the client by establishing an appropriate rapport with the client and implementing appropriate procedures including:
- establish purpose, objectives and agenda of the meeting
- facilitate discussion
- resolve conflict where relevant
- identify, negotiate and record outcomes
- 1.2 Identify and agree boundaries and processes within service delivery, including:
- rights, roles, responsibilities, decision-making processes, accountability and outcomes
- ways of addressing experience, skills, values and development of participant
- impact of statutory mandates on interventions, the client and significant others
- the impact of value systems of worker, client and key stakeholders on outcomes
- information sharing and planning
- appropriate conflict resolution techniques to be employed
- 1.3 Define and explore individual family and community needs and rights, and organisation responsibilities to assure the rights are protected for all concerned
2. Develop an appropriate approach to case management
- 2.1 Develop and utilise case management processes appropriate to implementing statutory requirements
- 2.2 Implement appropriate processes to facilitate client setting of goals and participation in case management processes
- 2.3 Integrate appropriate cultural considerations into all aspects of case management planning
- 2.4 Provide information on rights of appeal and avenues of complaint so client understands their rights
3. Develop an appropriate case management plan
- 3.1 Develop a case management plan to reflect initial assessment of needs
- 3.2 Identify the full range of appropriate immediate, short and long term needs of the client and other relevant parties
- 3.3 Develop action plans to reflect:
- integration of expertise of relevant stakeholders and other service deliverers
- negotiated and agreed goals and operational processes
- a range of strategies to address each goal and to maximise participation in plan
- appropriate resource allocation
- agreed responsibility for delivery
- realistic and agreed indicators of success
- rights and responsibilities of client
- 3.4 Establish processes for monitoring and changing case plan
- 3.5 Identify strategies to deal with complex or high risk situations
- 3.6 Match requirements of case plan to experience, workload and geographical location of worker
- 3.7 Focus plan on assisting clients to set and achieve realistic targets for change or action and to take personal responsibility
4. Manage case work activities and processes
- 4.1 Implement strategies to continually monitor the effectiveness of case management processes against agreed goals, relevant services and programs, client and stakeholder satisfaction
- 4.2 Assess the need for changes in case plan, including the need for ongoing intervention, and develop strategies for alternatives as appropriate
- 4.3 Successfully negotiate with relevant parties, any proposed changes arising from case review
- 4.4 Utilise processes for case closure as appropriate, to comply with organisation procedures
RANGE STATEMENT
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
The contexts for facilitation of information sharing and planning include:
All formal processes included in case management e.g. case conferences, case review meetings, formal briefings on client progress
Evaluating ongoing implementation includes:
Monitoring case plan implementation
Facilitating review activities and feedback from workers on progress of intervention
Liaison with service providers, clients, significant others
Advising on how case plans can be modified, ensuring that changes are communicated appropriately
Complex or high risk situations are to be defined as:
Life threatening/high risk situations
Cases where at least three of the following factors are combined:
serious/sustained abuse
multiple difficulties present in family
intellectual or psychiatric disability
chronic and serious drug addiction affecting individuals capacity
Where a wide range of other agencies are involved, e.g. community services, legal, medical and police agencies
Where involvement of protective and custodial agencies with the family has been over a lengthy and sustained period
When age of the client creates special considerations
Cases with high public/political sensitivity requiring sensitive and experienced case investigation and management
Negotiate actions includes:
Gaining agreement on course of actions, goal setting, milestone setting and agreement, timeline setting, establishment of review points in case plan
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
The contexts for facilitation of information sharing and planning include:
All formal processes included in case management e.g. case conferences, case review meetings, formal briefings on client progress
Evaluating ongoing implementation includes:
Monitoring case plan implementation
Facilitating review activities and feedback from workers on progress of intervention
Liaison with service providers, clients, significant others
Advising on how case plans can be modified, ensuring that changes are communicated appropriately
Complex or high risk situations are to be defined as:
Life threatening/high risk situations
Cases where at least three of the following factors are combined:
serious/sustained abuse
multiple difficulties present in family
intellectual or psychiatric disability
chronic and serious drug addiction affecting individuals capacity
Where a wide range of other agencies are involved, e.g. community services, legal, medical and police agencies
Where involvement of protective and custodial agencies with the family has been over a lengthy and sustained period
When age of the client creates special considerations
Cases with high public/political sensitivity requiring sensitive and experienced case investigation and management
Negotiate actions includes:
Gaining agreement on course of actions, goal setting, milestone setting and agreement, timeline setting, establishment of review points in case plan
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
This unit of competence will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions
Assessment may be conducted over one or more occasions and should include all aspects of case planning with a range of clients
Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include access to:
an appropriate workplace where assessment can take place or simulation of realistic workplace setting
Method of assessment:
Assessment may include observation, questioning and evidence gathered from the workplace environment
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
This unit of competence will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions
Assessment may be conducted over one or more occasions and should include all aspects of case planning with a range of clients
Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include access to:
an appropriate workplace where assessment can take place or simulation of realistic workplace setting
Method of assessment:
Assessment may include observation, questioning and evidence gathered from the workplace environment
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| S3034 | CHCCM3B | Develop, facilitate and monitor all aspects of case management | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVC23 | CHCCSM005 | Develop, facilitate and review all aspects of case management | Unit of competency |