This text/workbook is a step-by-step guide through the case management process, from intake and assessment to referrals and termination. The fifth edition focuses on what is most important for students to consider, document, and pass along in each step of the human services process. Chapters walk students through each step of the case management process, while realistic exercises drawn from active professionals expose students to a broad range of true-to-life circumstances and difficulties. This edition is available with MindTap™, a seamless online learning experience that combines readings, multimedia, activities, and assessments into a singular Learning Path that guides students through the course.

Section 1: FOUNDATIONS FOR THE BEST PRACTICE IN CASE MANAGEMENT.
1. Case Management: Definition and Responsibilities.
2. Ethics and Other Professional Responsibilities for Human Service Workers.
3. Applying the Ecological Model: A Theoretical Foundation for Human Services.
Section 2: USEFUL CLARIFICATIONS AND ATTITUDES.
4. Cultural Competence.
5. Attitudes and Boundaries.
6. Clarifying Who Owns the Problem.
Section 3: EFFECTIVE COMMUNICATION.
7. Identifying Good Responses and Poor Responses.
8. Listening and Responding.
9. Asking Questions.
10. Bringing Up Difficult Issues.
11. Addressing and Disarming Anger.
12. Collaborating with People for Change.
13. Putting It All Together: Exercises.
Section 4: MEETING CLIENTS AND ASSESSING THEIR STRENGTHS AND NEEDS.
14. Documenting Initial Inquiries.
15. The First Interview.
16. Social Histories and Assessment Forms.
17. Using the DSM.
18. The Mental Status Examination.
19. Receiving and Releasing Information.
Section 5: DEVELOPING A PLAN WITH A CLIENT.
20. Developing a Service Plan at the Case Management Unit.
21. Preparing for a Service Planning Conference or Disposition Planning Meeting.
22. Making the Referral and Assembling the Record.
23. Documentation and Recording.
Section 6: MONITORING SERVICES AND FOLLOWING THE CLIENT.
24. Monitoring the Services or Treatment.
25. Developing Goals and Objectives at the Provider Agency.
26. Terminating the Case.

This text/workbook is a step-by-step guide through the case management process, from intake and assessment to referrals and termination. The fifth edition focuses on what is most important for students to consider, document, and pass along in each step of the human services process. Chapters walk students through each step of the case management process, while realistic exercises drawn from active professionals expose students to a broad range of true-to-life circumstances and difficulties. This edition is available with MindTap™, a seamless online learning experience that combines readings, multimedia, activities, and assessments into a singular Learning Path that guides students through the course. The book has been updated throughout to reflect current terminology. This edition includes information on the DSM-5 and how entry level individuals can use it, recent changes to HIPAA, a clear look at case management as a process, explanation of how the size of a case load affects service, discussion of ethical considerations for those working in the field of substance abuse, and a discussion of the differences among moral, ethical, and legal behavior as well as how violations are addressed. New, revised, or expanded content includes information on the ecological model, the importance of mandated reporting, empathy (including more recent findings), the differences between confrontation and an exchange of points of view, motivational interviewing and why it is useful, and the significance of the first interview. Some material has been combined and streamlined, resulting in 26 chapters instead of 28 as in the previous edition. Expanded Appendices include material helpful in completing exercises in the text, such as an extensive feelings list. Students will also find a safety planning tool and a case manager's toolbox with information to assist in assessment and disposition. The book discusses current practice trends and considerations, current legal issues, and offers strong coverage of ethics and ethical issues. This content, along with the wide range of case management applications and information on the importance of the ecological model in assessment and planning, gives students a strong introduction to professional basics. The text gives the basic information a person needs to handle case management tasks. Numerous exercises create realistic situations and expose students to an extremely broad range of possible circumstances and difficulties in the field. Participating in classroom discussions about these practice scenarios will simulate discussions that happen every day in case management agencies. Information on the Recovery Model, including the use of self-determination methods and good peer support, better equips students to work with the most current concepts and practices. Detailed, step-by-step information on how to record impressions and recommendations effectively as well as on how to write brief social histories prepares students to produce clear, professional written communication.