Domain I. Assess and identify client strengths, needs, concerns, and preferences
1. Screen potential clients in order to determine the appropriateness of and eligibility for services and assist the client in making informed choices regarding care management.
2. Explain and discuss the role of the care manager, program parameters, and client rights and responsibilities in order to proceed with the structured assessment process.
3. Assess the client’s situation by interviewing, observing where possible, and administering structured instruments, in order to collect data about the client’s health and medical history, level of functioning, behavior, mental health, cognition, environment, finances, and formal and informal support system.
4. Verify assessment data by contacting relevant sources such as physician(s), social support systems, and other care providers in order to validate and expand the information obtained.
5. Synthesize and interpret the assessment data by reviewing all available information in order to identify areas of concern. 6. Document all intake and assessment information in order to create a client record for baseline data, statistical analysis, and for quality improvement measures.