occupational therapist throwing ball to client

What Are The Six Core Tasks of Case Management?

Case management plays a pivotal role in ensuring the well-being and holistic care of individuals facing complex challenges and its execution involves a nuanced approach guided by several core tasks. Understanding these fundamental duties is essential for professionals working in healthcare, social work, and related fields.

Today we’re looking at the six core tasks of case management.


The foundations of effective case management lies in a comprehensive assessment process. This initial step involves gathering pertinent information about the client's needs, strengths, preferences, and resources. Through interviews, observations, and expert evaluations, case managers gain insight into the individual's unique circumstances, allowing them to build interventions and support systems accordingly. A thorough assessment lays the groundwork for informed decision-making and goal-setting, facilitating a client-centred approach to care.

occupational therapist Yvonne Spijkerman


Once the assessment phase is complete, case managers collaborate with clients to develop a customised care plan. This plan serves as a roadmap, outlining specific objectives, interventions, and timelines to address the established needs and achieve desired outcomes.

Effective planning involves setting realistic goals, identifying potential barriers, and forming strategies for mitigation. This approach emphasises the importance of collaboration with other stakeholders, including healthcare providers, social services agencies, and community resources, to ensure a coordinated and holistic approach to care delivery.



Accessing appropriate services and resources can be daunting for individuals in need — particularly those who are vulnerable or have undergone significant injury or health challenges. Case managers bridge this gap by facilitating linkage to relevant supports and services within the community.

Whether it involves connecting clients with healthcare providers, mental health services, housing assistance, or vocational training programs, the goal is to ensure access to essential resources that promote overall well-being and self-sufficiency. By establishing and maintaining partnerships with community organisations and service providers, case managers help clients navigate the system effectively and access the support they need.


The journey towards achieving goals and improving outcomes requires ongoing monitoring and evaluation. Case managers play a crucial role in tracking progress, identifying emerging needs, and adjusting interventions as necessary.

Through regular check-ins, assessments, and documentation, they keep a pulse on the client's evolving situation, ensuring that interventions remain relevant and effective. Monitoring also involves advocating for clients' rights and preferences, advocating for needed services, and addressing any challenges that may arise along the way.

occupational therapist and girl in wheelchair


Case managers work tirelessly to ensure that their rights, preferences, and best interests are upheld throughout the care process. This may involve navigating bureaucratic systems, advocating for equitable access to services, or resolving conflicts on behalf of the client.

By serving as a voice for those they serve, case managers enable individuals to actively participate in decision-making and advocate for themselves where possible. Advocacy can cover both individual cases and broader efforts to promote systemic change and social justice within the community.

 Supportive counselling

Case managers provide emotional support and guidance to clients as they look to overcome challenging circumstances, helping individuals cope with stress, manage emotions, and build resilience.

Supportive counselling aims to build a trusting relationship between the case manager and client, creating a safe space for open communication and collaboration. By addressing psychosocial needs alongside practical concerns, case managers give clients the agency and emotional support to overcome obstacles that may arise.

How can we help?

The practice of case management is multifaceted, requiring a diverse skill set and a client-centred approach. By embracing these six core tasks outlined above, case managers can make a meaningful difference in the lives of those they represent.

As the healthcare landscape continues to change and evolve, the role of case management remains indispensable for improving individual well-being and achieving positive outcomes. If you’d like to find out more about the role of a case manager or would like to speak to one of our team about your circumstances, please do get in touch. We’re here to help.

Posted by Circle Case Management on March 29th 2024

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