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Division of Medicaid Home and CommunityBased Services Waiver Case Management Activity Note Client's Name: Date: Case Manager: Activity: www.digiply.com

How to fill out case management activity note

How to fill out case management activity note:

1. Start by writing the date and time at the top of the note.
2. Begin with a brief summary of the client's current situation and any progress or setbacks they have experienced since the last note.
3. Detail the activities that were completed during the session, including any interventions or strategies used.
4. Record any observations or assessments made during the session, such as the client's behavior, mood, or physical condition.
5. Include any relevant information shared by the client or any discussions or agreements made during the session.
6. Note any referrals or recommendations given to the client, as well as any follow-up actions required.
7. Finish the note with a summary of the overall session, including any goals achieved or progress made by the client.

Who needs case management activity note:

1. Case managers: Case managers use the activity note to document their interactions with clients and track the progress of their case management efforts.
2. Supervisors: Supervisors review the activity notes to monitor the work of case managers and ensure that appropriate interventions and strategies are being implemented.
3. Clients: The activity notes serve as a record of the client's journey and can be used to track their progress, assess their needs, and make informed decisions for their future care.

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