There are moments when a business anomaly erupts out of nowhere and needs to be diffused within no time but you might be totally unprepared to face any storm and lag behind as an efficient case manager.
When managing your daily business procedures you are quite likely to fall into uncanny and complex situations.
This free Case Management Checklist which is easily editable gives a coherent structure to your untimely business processes, enabling prompt action and strong decision making from your end.
You can easily edit this checklist template in Google Docs and smoothly conduct your business processes by keeping a track of the information input and its flow for rendering the desired outputs.
Now, let’s decode the salient features of this template and learn how it would be a sound solution for overcoming information mishandling by offering a timely redressal.
Template Highlights:
1. Client Information Table
- Client Name
- Client ID
- Contact Information
- Date of Birth
- Address
- Emergency Contact
2. Case Details Table
- Case Number
- Case Worker
- Referral Source
- Date Opened
- Case Status
3. Assessment and Planning Table
- Initial Assessment
- Needs Assessment
- Risk Assessment
- Strengths Assessment
- Goal Setting
- Intervention Planning
4. Service Delivery Table
- Services Provided
- Service Provider
- Frequency of Contact
- Dates of Services
- Progress Monitoring
5. Documentation Table
- Case Notes
- Progress Reports
- Correspondence
- Legal Documentation
6. Review and Evaluation Table
- Review Meetings
- Evaluation of Goals
- Client Feedback
- Program Evaluation
7. Closure Table
- Closure Plan
- Final Assessment
- Discharge Summary
8. Follow-Up Table
- Post-Case Support
- Follow-Up Schedule
- Reopen Case
9. Additional Notes
- Extra space for additional notes that can be expanded as required.
Template Preview:
Free Case Management Checklist for Google Docs
To get this Case Management Checklist template for free, simply click the “Get this template” button below. Preview the template and then click on the “USE TEMPLATE” button to make a copy.
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