Release 83:  Effective October 1, 2016

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 clients by recognizing they are capable, have strengths and have resources that can help them take control of their lives. We treat clients 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 client, the case manager, branch staff and community partners the client may be working with.

  1. Case management expectations
  2. Comprehensive assessment

    Case planning

    Employment, self-sufficiency and wage enhancement focus

    Temporary assistance

    Client 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 client participation 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 the client situation and local procedures. In each case, we use case management skills such as asking open-ended questions, restating and summarizing, and helping clients 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 kinds of cases.

  7. Retention case management
  8. The case management services described above can be offered to families who are employed and receive ERDC, SNAP or OHP services from the branch. This includes families leaving TANF, those in the Post-TANF program and those who were not receiving TANF when they found employment or found employment during Pre-TANF. The focus of retention case management is to enable the client to maintain employment, increase wages and employee benefits and learn how to access community services themselves so that they become independent of DHS self-sufficiency and benefit programs. Retention case management plans should build on previous assessment information. Case management issues affecting job retention should be identified beginning with the client's first contact with DHS. Because of this, retention case management is a part of all other stages of case management, including initial assessment and ongoing case management.

  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 case manager provides a service listed above to a parent age 14 or older, the case manager 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 case manager. (For example, narrate “TANF case manager developed case plan” or “TANF case manager screened for A&D/MH.”)

    2. Random Moment Sampling (RMS): RMS impacts the TANF program’s ability to claim and keep federal TCM funding. If a case manager receives an RMS survey, it is critical the survey be completed accurately according to the work they performed during the RMS survey period. When the case manager is performing TCM during the RMS survey period, the RMS 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 (relevant case identifier).”

      3. Survey section 4 – All Non-Eligibility/Non-Re-Eligibility: Select “4.A.2 Adult/Teen Case Management (TANF Eligible).” (If you complete RMS survey section 4, you do not complete section 3.)

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