Empowering Case Managers as Advocates: A Guide to Client Support and Self-Efficacy

1. CASE MANAGEMENT CONFERENCEWELLNESS COALITION“Case Managers As Advocates”(Being An Assertive Voice for Your Clients)Thursday, March 1, 2012Marjorie S. Baker, M.S., LPC-SProgram DirectorFamily Sunshine Center

2. AM I AN ADVOCATE??? Definition of an Advocate as defined in the Oxford Dictionary is “one who pleads, intercedes, or speaks for, or on behalf of another”. Definition of an Advocate as defined in the Webster Dictionary is “one that argues for, recommends, or supports a cause or policy”. My Personal Definition/Motto: I. A.M. W.O.R.K.S. ---- Initiating Action and Movement by Widening Opportunities, Resources, Knowledge and Skills Chinese Proverb: Tell me, I may listen; Teach me I may learn; Involve me I will do it.

4. The Guiding Principles of an Advocate • Build Expertise • Aware of skills sets (ie; caring, empathetic, engaging, positive attitude, reflective listening) • Understand choice, autonomy and consumer driven approaches (trauma, cultural competencies) • Maintain organizational, record keeping and time management skills • Have good self care skills • Communication, communication, communication • Implement Goal Setting • Establish and outline goals • Analyze, negotiate, re-evaluate and track progress • Measure outcomes • Communication, communication, communication • Provide Opportunities and Options • Be knowledgeable of resources and options • Build network, collaboration, and coordinating teams and resources • Maintain updated and expansive resource list • Educate client on available resources and options • Communication, communication, communication • Enhance Client Self-Efficacy • Empower, empower, empower • Facilitate dialog, and elicit client feelings • Promote client ‘self-agency” • Support, support, support • Communication, communication, communication

5. Self-evaluations/ Assertiveness Quiz Trainings/On-line courses Written Case Plans with outlined goals Client Bill of Rights Client Responsibilities Resource Guides/Lists Self-Help/Motivational Manuals Vacations/Healthy Living Other Recommendations _____________________________________________________ _____________________________________________________ _____________________________________________________ _____________________________________________________ WHAT IS IN YOUR ADVOCATE TOOLBOX KIT????

6. STAFF A CASE USING THE ABOVE FOUR PRINCIPLES Case Summary: Case Strengths: Case Challenges: How was each principle implemented and what was missing from each principle? Principle One: Professional Expertise Principle Two: Goal Setting Principle Three: Opportunities & Options Principle Four: Client Self-Efficacy

7. SAMPLE TOOLBOX ITEMS