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Resources for Medical Case Managers


The modules and documents on this page have been taken or adapted from the Medical Case Management Policies and Procedure Manual, which was developed in collaboration with service providers for use in the Contra Costa HIV/AIDS System of Care. This manual along with the Standards of Care and the individual agency work plans guide the services for people living with HIV/AIDS.

MODULE 1- Medical Case Managers Overview and Roles & Responsibilities
MODULE 2 - Training, Orientation, Supervision, and Case Load Monitoring
MODULE 3 - Client Intake
MODULE 4 - Client Needs Assessment
MODULE 5 - Comprehensive Care Plan
MODULE 6 -Client Reassessment and Follow-Up
MODULE 7 - Writing Case Notes
MOUDLE 8 - Transfer/Referrals to Other Medical Case Managers
MODULE 9 - Referrals to Other Services & Forms
MODULE 10 Response Time
MODULE 11 - Getting Credit for the Work You Do
MODULE 12 - Dealing with Abusive Clients and Handling Difficult Situations