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AGED AND DISABLED WAIVER CASE MANAGEMENT INITIAL CONTACT LOG April 2012-Page 1 of 1 Last Name First Name MI
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How to fill out case management initial contact:

01
Start by gathering all the necessary information about the client, such as their name, contact details, and any pertinent personal or medical information.
02
Begin the initial contact form by entering the client's basic information in the designated fields, including their full name, date of birth, address, and phone number.
03
In the next section, provide a brief background about the client's current situation or reason for seeking case management services. This may include information about their health condition, mental health concerns, or any other relevant details.
04
Proceed to record the client's emergency contact information, including the name, relationship, and contact details of a trusted individual who can be reached in case of an emergency.
05
Next, document the client's current medications, allergies, and any specific medical needs or diagnoses that should be considered during case management.
06
Include a section where the client can provide their preferences and goals for the case management process. This allows them to express their desires and expectations, helping the case manager tailor the services accordingly.
07
Include a space for the client to provide any additional information or concerns they may have, ensuring that they have an opportunity to share any relevant details not covered in previous sections.
08
Finally, ensure that the client has reviewed and understood the privacy policy and consent agreement, obtaining their signature to acknowledge their understanding of the terms.

Who needs case management initial contact?

01
Individuals who are seeking assistance and support for managing their physical or mental health conditions can benefit from case management initial contact.
02
Clients who require coordinated services from various healthcare providers, social service agencies, or community organizations may need a case manager to help navigate and advocate for their needs.
03
Case management initial contact is necessary for individuals who are transitioning from one healthcare or social service setting to another, as it ensures a smooth continuity of care and support.
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Case management initial contact is the first interaction between a case manager and a client to gather information and assess needs.
Case managers are required to file case management initial contact for each client they are working with.
Case management initial contact can be filled out by gathering relevant information from the client and documenting it in the appropriate forms.
The purpose of case management initial contact is to establish a relationship with the client, assess their needs, and create a plan for their care.
The information reported on case management initial contact may include client demographics, presenting issues, medical history, and goals for treatment.
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