Resources for Medical Case Managers
The modules and documents on this page have been taken or adapted from the Medical Case Management Policies and Procedure Manual, which was developed in collaboration with service providers for use in the Contra Costa HIV/AIDS System of Care. This manual along with the Standards of Care and the individual agency work plans guide the services for people living with HIV/AIDS.
MODULE 1- Medical Case Managers Overview and Roles & Responsibilities
MODULE 2 - Training, Orientation, Supervision, and Case Load Monitoring
MODULE 3 - Client Intake
Client Intake Forms/Samples
- Acuity Screening Tools
- ARIES Intake Form Update
- ARIES Client Share/Non-Share Consent Form | Spanish
- ARIES Consent w/ HIPAA Sticker
- Acuity Scale Multiyear Worksheet
- Interagency Authorization Form
- Client Orientation Checklist
- HIV Antiretroviral Medication Coding Chart for ARIES Input
- HIV Antiretroviral Medication Coding Chart - Instructions
- SAMPLE Agency Roles and Responsibilities Form
- SAMPLE CCHS Consent to Release Health Information
- SAMPLE Grievance Consent for Services Form
- TB Screening Form
QA Guidance & Indicators
MODULE 4 - Client Needs Assessment
- Needs Assessment Policy & Procedure
- Client Needs Assessment Interview Items/Cultural Competency Expectations
- Comprehensive Covered CA Letter
- Steps to Assist Clients with Medi-Cal and Basic Health Care (BHC) Applications
MODULE 5 - Comprehensive Care Plan
- ARIES CARE PLAN
- Care Plan Requirements, Policy & Procedures
- ARIES Care Plan Instructions & Sample Goals
MODULE 6 -Client Reassessment and Follow-Up
- Bi-Annual Client Reassessment & Follow up Policy
- Contact Letter to Clients to Update Eligibility Criteria
MODULE 7 - Writing Case Notes
MOUDLE 8 - Transfer/Referrals to Other Medical Case Managers
MODULE 9 - Referrals to Other Services & Forms
Referral Forms
- Referral Form All Services with Instructions
- Emergency Housing Assistance Request
- Utility Payment Request Form
- Food Bank Client Referral
- Public Health Nurse Referral Form
- Transportation Voucher Request
- CCHS Transportation Request Form Fillable
- Special Needs Request
- ADDENDUM to Contra Costa EFA policies
MODULE 10 Response Time
MODULE 11 - Getting Credit for the Work You Do
MODULE 12 - Dealing with Abusive Clients and Handling Difficult Situations
- Policy & Procedures for Dealing with Abusive Clients and Handing Difficult Situations
- Professional Responses to Abusive Clients & Difficult Situations