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Fundamentals of Case Management Practice: Skills for the Human Services

By Nancy Summers

6th Edition © 2025
Discipline:Counseling
Course:Direct Methods/Practice with Individuals/Clinical
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Summers' FUNDAMENTALS OF CASE MANAGEMENT PRACTICE: SKILLS FOR THE HUMAN SERVICES, 6e, is a step-by-step guide through the case management process, from intake and assessment to referrals and termination. This edition focuses on important considerations for students to document and pass along in each step of the human services process. Students are walked through each step of the case management process while realistic exercises provide a broad range of true-to-life circumstances. The text is meant to be experiential, giving students considerable opportunities to apply the skills and information acquired in each chapter and gain an understanding of how social services interact. 6e is available with MindTap, a seamless online learning experience that combines readings, multimedia, activities and assessments into a singular learning path that guides students through the course.

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MindTap for Summers' FUNDAMENTALS OF CASE MANAGEMENT PRACTICE: SKILLS FOR THE HUMAN SERVICES, 6e, is the digital learning solution that powers students from memorization to mastery. It gives you comp…

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MindTap for Summers' FUNDAMENTALS OF CASE MANAGEMENT PRACTICE: SKILLS FOR THE HUMAN SERVICES, 6e, is the digital learning solution that powers students from memorization to mastery. It gives you comp…

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AboutTable of contentsResourcesPricing & formatsRelated products

About this product

Summers' FUNDAMENTALS OF CASE MANAGEMENT PRACTICE: SKILLS FOR THE HUMAN SERVICES, 6e, is a step-by-step guide through the case management process, from intake and assessment to referrals and termination. This edition focuses on important considerations for students to document and pass along in each step of the human services process. Students are walked through each step of the case management process while realistic exercises provide a broad range of true-to-life circumstances. The text is meant to be experiential, giving students considerable opportunities to apply the skills and information acquired in each chapter and gain an understanding of how social services interact. 6e is available with MindTap, a seamless online learning experience that combines readings, multimedia, activities and assessments into a singular learning path that guides students through the course.

This textbook is experiential, giving students considerable opportunities to apply their learning and understanding to actual cases in the classroom where the pros and cons of their ideas can be openly evaluated. The book includes current practice trends and considerations, legal issues, a strong coverage of ethics and ethical behavior and a wide range of case management applications and information on the importance of the ecological model in assessment and planning, giving students a strong introduction to professional basics.

The text gives the basic information a person needs to handle essential case management tasks. Students do not have to be taught by employers how to develop goals and objectives or do an intake. In addition, students learn how systems of social services work in order to serve client needs. Numerous exercises create realistic situations and expose students to an extremely broad range of possible circumstances and difficulties in the field. Participating in classroom discussions about these practice scenarios will simulate discussions that happen every day in case management agencies.

Information on the Recovery Model, including the use of self-determination methods, good peer support and an understanding of the foundations of Motivational Interviewing, better equip students to work with the most current concepts and practices.

Detailed, step-by-step information on how to record impressions and recommendations effectively as well as how to write brief social histories prepares students to produce clear, professionally written communication.

Table of contents

Chapters

Cover Page
Title Page
Copyright Page
Dedication
Preface
Acknowledgments
Chapter 1. Case Management: Definition and Responsibilities*Preview this chapter
Chapter 2. Ethics and Other Professional Responsibilities for Human Service Workers
Chapter 3. Facilitating Social Unity in a Diverse Society
Chapter 4. How People Change
Chapter 5. Applying the Ecological Model: A Theoretical Foundation for Human Services
Chapter 6. Attitudes and Boundaries
Chapter 7. Identifying Good Responses and Poor Responses
Chapter 8. Listening and Responding
Chapter 9. Asking Questions
Chapter 10. Bringing Up Difficult Issues
Chapter 11. Addressing and Disarming Anger
Chapter 12. Communicating for Change
Chapter 13. Documenting Initial Inquiries
Chapter 14. The First Interview
Chapter 15. Social Histories and Assessment Forms
Chapter 16. Using the DSM*
Chapter 17. The Mental Status Examination
Chapter 18. Receiving and Releasing Information
Chapter 19. Developing a Service Plan at the Case Management Unit
Chapter 20. Preparing for a Service Planning Conference or Disposition Planning Meeting
Chapter 21. Making the Referral and Assembling the Record
Chapter 22. Documentation and Recording
Chapter 23. Monitoring the Services or Treatment
Chapter 24. Developing Goals and Objectives at the Provider Agency
Chapter 25. Terminating the Case
Chapter 26. Self-Care
Appendix A. The Four Major Dimensions of Recovery
Appendix B. Developing Inclusive Policies
Appendix C. Prochaska and DiClemente’s Stages of Change
Appendix D. Vocabulary of Emotions
Appendix E. Outline for the Mental Status
Appendix F. Work Samples
Appendix G. Case Manager’s Toolbox
References
Show more

Chapter 1. Case Management: Definition and ResponsibilitiesPreview this chapter ↗

A History of Case Management ↗
Language in Social Services ↗
Why We Use Case Management ↗
Case Management as a Process
Preview this section ↗
Assessment ↗
Planning ↗
Linking ↗
Monitoring ↗
Advocacy ↗
Service Coordination ↗
Levels of Case Management
Preview this section ↗
Administrative Case Management ↗
Resource Coordination ↗
Intensive Case Management ↗
Targeted or Blended Case Management ↗
Case Management in Provider Agencies ↗
Separating Case Management from Therapy ↗
Managed Care and Case Management ↗
Models and Philosophies
Preview this section ↗
The Recovery Model ↗
Models for Children ↗
Models for Those with Intellectual Disabilities ↗
Additional Approaches
Preview this section ↗
Physical Health Is Part of Wellness ↗
Telehealth Communication ↗
Case-Loads ↗
Generic Case Management ↗
Summary ↗
Exercises ↗
Glossary ↗
Show more

Resources

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