What is Case Management?

Case management works to promote a client’s quality of life and maximise their potential. Case management is a collaborative process where the case manager works proactively and innovatively, coordinating with professionals and services involved to ensure the most effective outcome for the client. The case manager will advocate for the client and consider all aspects of their life, enabling and promoting opportunities and inclusion. They will work closely with the client, their family and or support network. Case management covers a wide breadth of issues but examples of things a case manager may get involved in are:



  • Setting up and monitoring a package of care for the client. This could be through a care agency or private employment.

  • Seeking appropriate residential placements if applicable and monitoring the provision of this.

  • Coordinating with statutory services such as health and social care to ensure that the client’s needs are being met appropriately including funding and provision.

  • Coordinating with statutory and private therapy and services to promote the client’s rehabilitation and or well-being.

  • To ensure the client’s potential and quality of life is maximised the case manager may need to instruct and monitor independent professionals and services to top up statutory provision. This may include therapists, psychologists or services such as orthotics.

  • Coordinating with the education authority, School Special Educational Needs coordinator (SENCO) and teaching team to ensure that the client has an appropriate Education Health Care Plan (EHCP) in place which maximises their access to the curriculum and promotes self-esteem and learning.

  • Researching work, recreation, leisure or play activities to promote the client’s rehabilitation and inclusion. For instance, riding for the disabled, hydrotherapy, outdoor pursuits, vocational rehabilitation or accessing social/leisure groups.

  • Ensuring that the client’s property promotes their independence and accommodates their therapy and care needs. This may involve working with architects, builders and therapists.

  • Liaising with professionals involved to ensure that the client has access to equipment which will promote their independence, comfort and safety.

  • Promoting access to the community. This could include assessment of a wheelchair adapted vehicle.

  • Working with the client and their family to facilitate inclusion and participation. This may involve research and planning to ensure that the client is able to go on holiday or to a social/leisure activity. The case manager should liaise closely with the solicitor and or deputy involved, in order to keep them up to date and make recommendations in relation to required costs. For instance; the cost of private care package, therapy provision, equipment, vehicle, recreation activities or holiday.