Introduction to Case Management Basics

Introduction to Case Management Basics 

Clients in recovery from mental health and substance use disorders often need various types of support in order to sustain their recovery efforts. As a professional working with individuals who have behavioral health needs, your ability to plan, facilitate, coordinate and evaluate services will directly impact the likelihood of your clients' success. Case management, which encompasses the activities list above, is a core function of professionals working with individuals with behavioral health needs. This course is designed to support professionals working in behavioral health settings develop the skills and abilities necessary for the provision of effective case management services. By completing this course, you will also begin to develop an understanding of how case management is a core function of the paraprofessional providing services to individuals with behavioral health needs.


Hours: 1.00


Certificates provided by accrediting body (2 Match)

Florida Board of Nursing - Certified Nursing Assistants


This is not an accredited course for professional license renewal. Florida CNAs may use this inservice toward meeting their annual inservice requirement.This activity is approved for 1.00 contact hours.

Non-Licensed Direct Care (DSP, HHA, CNA, DCW, PCA, IHA, NA)


Course Details

Course Code: REL-HHS-0-CMP
Hours: 1
Type: Online Course
Content Expiration Date: 12/31/2019
Learning Objectives:
Identify three aspects of case management relationship building.
List the roles, functions, and activities of a case manager.
Describe the Standards of Case Management Practice and how they inform the practice of case management.

Section 1: Introduction A. About This Course B. Learning Objectives Section 2: Case Management Basics and Foundational Skills A. Sophia's Recovery B. What is Case Management? C. What Case Management is Not D. Case Management and Relationship Building E. Listening and Case Management F. Documentation of Case Management Services G. Interviewing Skills for Case Managers H. Let's Review I. Summary Section 3: Case Management Roles, Processes, and Standards A. Case Management Roles, Functions, and Activities B. Components of the Case Management Process C. Standards of Case Management Practice D. Case Management in Action E. Standards of Case Management Practice F. Ethical Principles of Case Management Services G. Let's Review H. Summary Section 4: Conclusion A. Summary B. Congratulations! C. Course Contributor D. Resources E. References

Instructor: Maggie Tapp, LCSW
Maggie Tapp, LCSW is a licensed clinical social worker who works as a director in a managed behavioral healthcare organization providing clinical and administrative oversight of an urban Medicaid managed care program in New York City. Prior to this role, Ms. Tapp was in private practice specializing in the treatment of adolescents and women's issues including perinatal mood disorders. Ms. Tapp served as the Deputy Director of Mental Health for the American Red Cross 9/11 Recovery Program. As Deputy Director, Ms. Tapp was responsible for the creation and development of the 9/11 Mental Health and Substance Abuse Benefit Program which provided financial assistance for mental health and substance abuse treatment for victims of the terrorist attacks. In this role, she also provided crisis intervention for survivors and disaster recovery workers and conducted training on topics such as disaster mental health, vicarious traumatization, and burnout. Ms. Tapp also has an extensive background in community based mental health practice and special education. She has a Masters in Clinical Social Work from Virginia Commonwealth University and completed post graduate training in child and adolescent psychotherapy at the Washington School of Psychiatry in Washington, DC. Disclosure: Maggie Tapp, LCSW has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Instructor: Jeremy King, LCSW, CASAC
Jeremy King has over ten years of experience providing management and training to professionals in the field of behavioral health. Mr. King is a Licensed Clinical Social Worker and a Credentialed Alcohol and Substance Abuse Counselor in the state of New York. He also holds a BS in Economics from Fordham University and is a Certified Training Provider for the New York State Office of Alcoholism and Substance Abuse Services. For the past ten years, Mr. King has provided training and technical assistance to human service organizations in the following areas: Substance Use Disorders; Trauma Informed Services; Co-Occurring Substance Use and Mental Health Disorders; Cognitive Behavioral Therapy; Cultural Competence; Group Facilitation Skills; CCAR Recovery Coach Academy; Motivational Interviewing; Tobacco Dependence; Confidentiality; Working through Resistance; Screening and Assessment for Mental Health Disorders; Theories of Human Development; and The Client/Counselor Relationship. Disclosure: Jeremy King, LCSW, CASAC has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Target Audience:
The target audience for this course is: entry level Direct Care Workers; entry level General Staff; in the following settings: Health and Human Services.
Relias will be transparent in disclosing if any commercial support, sponsorship or co-providership is present prior to the learner completing the course.
Course Delivery Method and Format
Asynchronous/Online Distance Learning; please see certificate details for specifics on delivery format.
Relias has a grievance policy in place to facilitate reports of dissatisfaction. Relias will make every effort to resolve each grievance in a mutually satisfactory manner. In order to report a complaint or grievance please contact Relias.
If you require special accommodations to complete this module, please contact Relias Support by completing the web form ( or by using the chat functionality.
All courses offered by Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer or otherwise does not constitute or imply any endorsement, recommendation, or favoring of, or affiliation with, Relias, LLC.
All characteristics and organizations referenced in the following training are fictional. Any resemblance to any actual organizations or persons living or dead, is purely coincidental.
To earn continuing education credit for this course you must achieve a passing score of 80% on the post-test and complete the course evaluation.
If you require special accommodations to complete this module, please contact Relias Customer Support here.