Case Manager Training

Overview

The purpose of this page is to provide training materials for Ryan White Part B funded HIV Case Managers and Care Coordinators in Oregon. You will find a growing library of resources that will enable you to provide case management services efficiently and effectively. Please let HIV Community Services know of any other materials that would be of help to you.

On this page:

Requirements
Introduction to Case Management
Standards of Case Management Services
CAREWare Modules
Tuberculosis and HIV Coinfection

Requirements

For new case managers, you will need to submit the Certification of Training Completion and email it to the HIV Community Services Coordinator at community.services@dhsoha.state.or.us.
For experienced case managers needing a refresher in a particular area, navigate to the information of interest to you.

Introduction to Case Management

	Title	Material Covered
Module 1	Introduction to the HIV Care & Treatment Program	Provides a brief overview of the National HIV/AIDS Strategy, federal programs for PLWH, and Ryan White Programs in Oregon.
Module 2	Oregon Housing Opportunities in Partnership (OHOP) Program	Provides an extensive overview of the OHOP program, including history and rationale of the program, information about service regions, eligibility criteria, services including utility assistance, referral and waiting list policies, certification and terminations and roles and responsibilities of clients, housing coordinators and case managers.
Module 3	Support Services	Overview of locally managed services, including program requirements, and other service considerations.
Module 4	CAREAssist Program Overview	Introduction and history of CAREAssist, eligibility information, services, client responsibilities and additional resources.

Standards of Case Management Services

	Title	Material Covered
Module 1	Introduction to the Standards	Provides review of case management roles, an introduction to the guiding principles of case management, and a brief overview of the 7 related standards.
Module 2	Intake & Eligibility	Provides an overview and demonstration of the intake process.
Module 3	Screening & Assessment	Provides an overview and demonstration of the psychosocial screening and nursing assessment.
Module 4	Acuity Scales	Provides and overview of the acuity scale and assignment process.
Module 5	Care Planning	Provides an overview of the care planning process, including how to ensure goals are SMART.
Module 6	Information & Referral	Provides an overview of information, referral and advocacy.
Module 7	Follow-Up & Monitoring	Provides an overview of follow up and monitoring processes, including triage, care coordination, rescreening/reassessment, changes in care plan and acuity, and referral outcomes.
Module 8	Transfer & Termination	Provides an overview on transfers and terminations, including the lost to follow up policy.

CAREWare Modules

Using the CAREWare Modules

This training consists of a series of 6 modules demonstrating the features of CAREWare.

These modules refer frequently to the materials found here. You might consider consulting the Oregon CAREWare User Guide (pdf) with these modules.

	Title	Material Covered	Reference Materials
Module 1	CAREWare Basics	Accessing CW6 website, log-in and password, add a client/find a client, client demographic data, add/view common notes, add/view provider notes	CAREWare Add/Delete User Form (Word)
Module 2	Case Management 1	Add/append case notes, add/edit services, rapid service entry, annual review data, shared data, add/delete labs, referrals
Module 3	Case Management 2	Document/form uploading, specialty tabs (contacts, ROI, attachments, forms completion)	https://www.niaid.nih.gov/
Module 4	Reports	Running performance measures, running CAREWare reports, running custom reports, building custom reports (optional)	Support Services Guide, Quick Guides (both County and Regional models)
Module 5	Specialty Reports	Access for a variety of specialty reports including: no services in X days report, clients with no tests in x days report, clients with last selected lab report, service detail report, multiple client case notes report.	CAREWare QuickGuide (pdf)
Module 6	Administrative Training (for Administrative Staff Only)	Basics of CW6, accessing the CW6 website, log-in to CW6, change your password, find a client, view/edit services, run financial reports

Tuberculosis and HIV Coinfection

Learn more about TB and HIV coinfection here. Click here for more information on the OHA Tuberculosis Program.