Topic: Case Management

Case management is a service category with varied models and definitions that is designed to link clients to medical and support services. Ryan White defines medical case management (including treatment adherence) as a range of client-centered services that link clients with health care, psychosocial, and other services provided by trained professionals, including both medically credentialed and other health care staff.  Medical case management is considered to be a core medical service for purposes of Ryan White funding requirements to allocate a set percentage of funds to core medical services.

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Guidelines and Manuals

Webinars and Training

Tools and Job Aids

  • HRSA HIV/AIDS Bureau (HAB)
    June 2016

    Library of text messages developed by the UCARE4Life research study. Includes messages for multiple situations (general adherence, daily reminders, basic HIV health literacy, retention in care, appointment reminders, risk reduction). Messages are provided in English and in Spanish.

     

  • Oregon Health Authority
    June 2016

    Series of care plan forms to assess clients in terms of intake, assessment, medical case management (e.g., acuity), and care. 

  • Philadelphia Office of HIV Planning
    May 2014

    This is a brief assessment tool for counselors and testing staff to use with persons newly-diagnosed with HIV to assess their linkages to care in terms of health coverage, finances, housing, and social supports.

  • Iowa Department of Public Health
    September 2011

    Tool for clients to use in recording weekly goals as part of their overall care plan to outline goals and objectives for HIV/AIDS care.

  • Iowa Department of Public Health
    September 2011

    Care plan agreement form between a client and case manager on the goals and objectives of care (Who, What, Where, How, When, How Often, Progress/Outcome/Date).

  • Dallas EMA
    January 2011

    Program and service monitoring tools developed by a Part A grantee.

  • Hartford Department of Health and Human Services
    February 2010

    Form for staff to assess care plan needs of clients, every 6 months, in terms of case management, home health, respite, housing, mental health, substance abuse treatment, legal, and financial assistance.

  • Face to Face
    January 2010

    Code of Conduct policy for clients to reinforce value and importance of respectful behavior toward staff and other clients.

  • January 2009
    Series of one-page surveys to assess client understanding of each of the following: medications, health maintenance, HIV and transmission, lab tests/health problems, information.
  • Ohio Department of Health
    January 2006

    Form developed by Ohio Department of Health to collect information needed to assess how helpful the case management program is to clients.

  • HRSA HIV/AIDS Bureau (HAB)
    January 2003

    Capacity building ideas for agencies seeking to expand their work into HIV/AIDS care, particularly for racial and ethnic minority communities. 

  • HRSA HIV/AIDS Bureau (HAB)
    January 2001

    Guidance on conducting outcomes evaluation focusing on case management, including specific outcome indicators and data elements that can be collected by providers, obtained and reported by the grantee, and analyzed and used to make decisions regarding case management models, priorities, and fundi

Reports and Best Practices

Websites