Collaborative Case Management Template

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Improve your mental health practice's client care through effective collaboration with colleagues. This template helps you share case updates, tasks, and notes seamlessly, ensuring a unified approach to treatment.

By using this template, you can set up a secure platform, create note-taking templates, train your team, and establish systems for regular updates, urgent cases, and more. Enhance your practice's efficiency and client outcomes with this comprehensive guide.

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Collaborative Case Management for Priority Matrix

Collaborative Case Management in Priority Matrix

Enhance your client care by sharing case updates, tasks, and notes with colleagues for a cohesive treatment strategy.

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Proposed Tasks

Urgent and Important

  • Assign case management roles (due in 2 days)
    ☐ Identify roles ☐ Assign roles to team members
  • Set up secure platform for sharing notes (due in 1 week)
    ☐ Research secure platforms ☐ Choose suitable platform ☐ Set up accounts for team members
  • Create a system for urgent case updates (due in 2 weeks)
    ☐ Discuss with team to identify needs ☐ Establish system
  • Train team on using the platform (due in 3 weeks)
    ☐ Create training materials ☐ Schedule training session ☐ Conduct training
  • Establish a system for confidential cases (due in 6 weeks)
    ☐ Discuss with team to identify needs ☐ Establish system
  • Establish a system for emergency cases (due in 9 weeks)
    ☐ Discuss with team to identify needs ☐ Establish emergency system
  • Create a system for case escalations (due in 12 weeks)
    ☐ Discuss with team to identify needs ☐ Establish escalation system

Important, Not Urgent

  • Create standard note-taking template (due in 2 weeks)
    ☐ Research best note-taking practices ☐ Discuss with team ☐ Create template
  • Establish regular case update meetings (due in 1 month)
    ☐ Discuss with team to find suitable times ☐ Schedule meetings
  • Create a feedback system for the note-taking process (due in 5 weeks)
    ☐ Discuss with team to identify needs ☐ Establish feedback system
  • Create a system for case referrals (due in 7 weeks)
    ☐ Discuss with team to identify needs ☐ Establish referral system
  • Create a system for tracking case progress (due in 8 weeks)
    ☐ Discuss with team to identify needs ☐ Establish tracking system
  • Create a system for case closure (due in 10 weeks)
    ☐ Discuss with team to identify needs ☐ Establish closure system
  • Establish a system for case follow-ups (due in 11 weeks)
    ☐ Discuss with team to identify needs ☐ Establish follow-up system
  • Create a system for case de-escalation (due in 13 weeks)
    ☐ Discuss with team to identify needs ☐ Establish de-escalation system
  • Develop a system for client feedback (due in 14 weeks)
    ☐ Discuss with team to identify needs ☐ Establish client feedback system
  • Create a system for case review (due in 15 weeks)
    ☐ Discuss with team to identify needs ☐ Establish review system
  • Establish a system for case re-opening (due in 16 weeks)
    ☐ Discuss with team to identify needs ☐ Establish re-opening system

Urgent, Not Important

  • Maintain a list of ongoing cases (due in 1 week)
    ☐ Create a list of ongoing cases ☐ Update the list regularly
  • Archive old case notes (due in 1 month)
    ☐ Identify old case notes ☐ Archive old notes