Release 89:  Effective April 1, 2018

Case Management -
A.  Overview


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The intent of case management is to help families become self-supporting while assisting them with basic needs. We empower participants by recognizing they are capable, have strengths and have resources that can help them take control of their lives. We treat participants respectfully, assisting them in identifying their needs, building on their strengths while supporting them in meeting their goals. Benefit delivery is integrated with self-sufficiency-enhancing services. The outcome of case management is increased family stability and self-sufficiency through individualized case management. Case management takes a team effort. The team consists of the participant, the family coach, branch staff and community partners the participant may be working with.

  1. Case management expectations
  2. Comprehensive assessment

    Case planning

    Employment, self-sufficiency and wage enhancement focus

    Temporary assistance

    Participant accountability

    Brokering concept

    Meeting basic needs

  3. Case management requirements
  4. Case management includes assessing strengths and needs, developing a case plan and monitoring and supporting participant engagement to promote movement toward self-sufficiency.

    Definitions of Terms, Components, and Activities; JOBS, Pre-TANF, Post-TANF, TANF Rule
    461-001-0025Definitions of Terms, Components, and Activities; JOBS, Pre-TANF, Post-TANF, TANF

  5. Case management activities overview
  6. Case management consists of the following primary activities:

    All these activities occur during case management, but the order may vary depending on theparticipant's need and local procedures. In each case, we use case management skills such as asking open-ended questions, restating and summarizing, and helping participants develop their own plan of action and be accountable for their own progress. Each of these case management activities are discussed in detail in the following sections, and at the end of the Case Management chapter there are examples of how all these activities can be put into practice in specific examples.

  7. Retention services
  8. Retention services are meant to enable participants to maintain employment, increase wages and employee benefits, and learn how to access community services for themselves. From the assessment period on, family coaches and JOBS contractors will identify barriers that will hinder participants from retaining or advancing in future employment opportunities and the case plan will include activities to address the barriers. The JOBS program offers activities to improve future employment retention for participants. Many JOBS activities foster new skills for participants that will lead to an ability to obtain, retain and advance in employment, and skills that will promote better employment opportunities with increased wages and self-sufficiency. Participants may also engage in retention services offered by community partners.

    Family coaches also offer support to participants who have become employed and are no longer receiving TANF benefits by holding those cases for six months after a TANF closure. During those six months, family coaches check in with participants at least monthly, in order to assist with resources, referrals, and support.

  9. Targeted Case Management (TCM)
  10. The Self-Sufficiency Program receives federal Medicaid funds through Targeted Case Management (TCM) services provided to TANF participants.

    When a TANF family coach provides a service listed above to a parent age 14 or older, the family coach must take all the following steps so that TCM funding is received:

    1. TRACS:
      1. Change the case management flag on TRACS to “Yes.”

        The case management flag automatically changes to “yes” when a new plan is created and when a worker updates the plan review date. A worker must change the case management flag to “yes” any other time a TCM-qualifying action is taken.

      2. Narrate which of the TCM-eligible services listed above were provided by a TANF family coach. (For example, narrate “TANF family coach developed case plan with participant” or “TANF family coach screened for SUD/MH.”)

    2. Random Moment Sample System (RMSS): RMSS impacts the TANF program’s ability to claim and keep federal TCM funding. If a family coach receives an RMSS survey, it is critical the survey be completed accurately according to the work they performed during the RMS survey period. When the family coach is performing TCM during the RMSS survey period, the RMSS survey should be completed as follows:

      1. Survey section 1 – Activity category: In 1.A Program Activity, select “1.A.2 Self-Sufficiency."

      2. Survey section 2 – Client Identification: Under 2.A (Case Type Selection), select “2.A.2 Case Specific (activity pertained to a specific case/client)” and fill out the “Case Type/Number (enter ONE relevant case identifier(s)).”

      3. Survey section 4 – Employee Activity – All Non-Eligibility/Non-Re-Eligibility: Select “4.A.8 Adult/Teen Case Management (Medicaid & TANF Eligible) – TCM Certified staff (Case Managers).” (If you complete RMSS survey section 4, you do not complete section 3.)

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