Tracking / Monitoring the IDP

Tracking / Monitoring the IDP

Tracking and monitoring are essential to ensure the success of the plan. In performing such duties, the case manager must be able to:

Ensure services are and continue to be providedAssess the status of a job / OJT placement

Verify properly executed IDP

Tracking and monitoring are essential to ensure the success of the plan. In performing such duties, the case manager must be able to:

Maintain the participant/case manager relationship

Keep the client focused on the goals of the plan

Make it clear the plan will be monitored

Tracking / Monitoring the IDPTracking / Monitoring the IDP

Maintain the business/case manager relationship

Confidentiality and Ethics

Knowledge and Skills Required

Maintain confidentiality of clients’ records and information

“Confidentiality and ethics are important issues throughout the

case management process.”

Confidentiality and Ethics

Sample Consent to Release of Information Letter

I,I, ((client’s name, address and phone numbeclient’s name, address and phone numberr)) hereby give my hereby give my consent to the release ofconsent to the release of (state the specific information that should (state the specific information that should be releasedbe released)) fromfrom (specific(specific name of the organization that will be name of the organization that will be releasing the information)releasing the information) toto (specific name of the person to whom (specific name of the person to whom information will be released, include name, address and phone information will be released, include name, address and phone numbernumber).). The release is effective fromThe release is effective from (state specific date(state specific date)) toto (state specific (state specific date)date).. The purpose for the release of this information isThe purpose for the release of this information is (state the (state the specific reason for which the informationspecific reason for which the information)).. This consent may be revoked by me in writing at any time, any This consent may be revoked by me in writing at any time, any information released prior to such revocation remains released in information released prior to such revocation remains released in accordance with this consent.accordance with this consent. I have read and understand all of the above; all blanks have been I have read and understand all of the above; all blanks have been filled in prior to my signature. This consent was freely and filled in prior to my signature. This consent was freely and voluntarily given.voluntarily given.

(official department letterhead)

Client’s Signature and Date Case Manager’s Signature and Date

Sample Consent to Release of Information LetterEssential elements

Include:Include: ~ Client’s name, address and phone number~ Client’s name, address and phone number

~ Specific information that should be released~ Specific information that should be released

~ Name of the organization that will be releasing the ~ Name of the organization that will be releasing the informationinformation

~ Person to whom information will be released, include ~ Person to whom information will be released, include name, address and phone numbername, address and phone number

~ State specific dates~ State specific dates

~ State the specific reason for the information~ State the specific reason for the information

~ Right to revoke~ Right to revoke

SignatureSignature

~ Know guidelines, laws and policies~ Specify status of client regarding

employment goals~ Analyze and document justification

for closure~ Complete required forms and

reports~ Provide completion information for

record retention and file disposal

Bring Cases to ClosureBring Cases to Closure

Confidentiality and Ethics