Case Management

Introduction to Case Management

This one-day training will provide participants from COBRA and AIDS Institute grant-funded programs with the basic understanding of the case management process.

Topics to be covered include:

  • Review and comparison of case management models;
  • Nature and importance of goal-planning;
  • Components and relationship between steps of the case management process;
  • Case coordination with other service providers; and
  • Reasons and process for closure.

Prerequisite: Although there is no prerequisite for this course, it is strongly suggested that participants have previous training in HIV confidentiality and basic HIV/AIDS medical information.

Audience: Case management staff in HIV case management programs, including supervisors, and program directors.

Date Location Registration Center
August 6 Syracuse REACH
September 15 Manhattan Cicatelli
September 28 Hawthorne ARCS
September 29 Bronx NDRI
October 2 Johnson City STAP
October 29 Greenlawn CPHE
November 10 Manhattan ACRIA
December 3 Buffalo ARC

In addition to these scheduled training dates and locations, "Introduction to Case Management" is now available online anytime at www.hivtraining.org. The online version includes additional optional resources for supervisors to assist staff in learning basic case management skills.

OASAS: The New York State Department of Health AIDS Institute is an OASAS Certified Education and Training Provider. This course is approved for initial credentialing and renewal of CASAC, CPP and CPS for 6.5 clock hours.*

*Course are not approved for initial credentialing for CPS.

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Enhancing the Partnership Between Client & Case Manager

This one-day training will provide participants with skills to establish effective partnerships with their clients. This training will focus on what both the case manager and client bring to the case management process as well as explore how to address sensitive issues with clients, and develop positive communication skills and use strategies to work with client resistance.

Topics to be covered include:

  • Engaging and maintaining clients in the case management process;
  • Clarifying roles and responsibilities of clients and case managers;
  • Recognizing and following through on client's subtle hints, cues and inconsistencies regarding sensitive issues;
  • Using a strength-based approach in dealing with resistance;
  • Confronting clients in a respectful and effective manner; and
  • Developing a variety of strategies to address clients' resistance.

Prerequisite: Although there is no prerequisite for this course, it is strongly suggested that participants have previous training in HIV confidentiality, basic domestic violence, basic HIV/AIDS information, and have taken "Introduction to Case Management."

Audience: Case management staff and health and human service providers including: direct-service staff, supervisors, and program directors.

Date Location Registration Center
September 15 Rochester CHBT
September 29 Hawthorne ARCS
October 6 Manhattan NDRI
November 16 Amityville CPHE
November 17 Manhattan ACRIA

OASAS: The New York State Department of Health AIDS Institute is an OASAS Certified Education and Training Provider. This course is approved for initial credentialing and renewal of CASAC, CPP and CPS for 6.5 clock hours.*

*Course are not approved for initial credentialing for CPS.

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Serving Families: From Assessments to Service Plans

This one and one-half day training will prepare case management staff to conduct a thorough HIV/AIDS case management comprehensive needs assessment and develop effective service plans. The session will increase participants' skills in completing the AIDS Institute COBRA case management assessment form. It provides an in-depth examination of service plan development and focuses on developing measurable goals and fostering goal achievement.

Topics to be covered include:

  • Purpose and elements of the assessment and service plan;
  • Direct observations versus personal judgments;
  • Interviewing and question-framing skills;
  • Documentation techniques;
  • Distinction between goals, objectives and tasks;
  • Incorporating assessment into the development of goals and objectives;
  • Using clients' strengths and assets in developing a service plan; and
  • Tips for successful outcomes.

Prerequisite: It is strongly suggested that participants have previous training in basic HIV/AIDS information, HIV Confidentiality, Basic Domestic Violence and have taken "Introduction to Case Management" and "Enhancing the Partnership Between Client and Case Manager."

Audience: Case managers and case management technicians in both COBRA and grant-funded programs including: supervisors, and program directors.

Date Location Registration Center
October 1-2 Buffalo ARC
October 5-6 Hawthorne ARCS
November 9-10 Manhattan NDRI

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Every Word Counts... Improving Documentation Skills for Case Managers

Case managers are often challenged to accurately and objectively document information in a timely manner while maintaining the quality of service delivery. This one-day training will assist case managers in developing and improving their documentation skills in order to satisfy the mandates of their agency.

As a result of this training, participants will be able to:

  • Understand the skills, knowledge and resources needed to do quality documentation;
  • Examine personal biases that may influence case managers;
  • Develop skills in writing client information in clear, concise and objective ways; and
  • Apply basic time management techniques that will improve the quality of service delivery.

Prerequisite: Because this is an advanced case management training, it is strongly suggested that participants have taken "Introduction to Case Management", "Enhancing the Partnership Between Client and Case Manager" and "Serving Families: From Assessments to Service Plans". These trainings are meant to enhance case manager skills and should not be viewed as foundation training for new staff entering the field.

Audience: Case management staff in HIV case management programs including: supervisors and program directors.

This training is also available online. Please go to http://caionline.cicatelli.org/moodle/login/index.php.

Date Location Registration Center
October 6 Manhattan Cicatelli
December 2 Manhattan Cicatelli

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Establishing Boundaries and Recognizing Countertransference in Everyday Case Management

This two-day training is designed to explore and define the relationship between case managers and clients. The program will focus on the knowledge, skills and attitudes inherent in establishing and maintaining an appropriate professional helping relationship.

As a result of this training, participants will be able to:

  • Describe the role of the case manager within the context of a helping relationship;
  • Define transference and countertransference and suggest how they can influence effective case management;
  • Begin to identify personal countertransference issues;
  • List behaviors on the part of the client and/or case manager suggestive of inappropriate boundaries; and
  • Demonstrate effective interventions for working with clients who violate appropriate helping professional boundaries.

Prerequisite: Because this is an advanced case management training, it is strongly suggested that participants have taken "Introduction to Case Management", "Enhancing the Partnership Between Client and Case Manager", and "Serving Families: From Assessments to Service Plans". This training is meant to enhance case manager skills and should not be viewed as foundation training for new staff entering the field.

Audience: Case managers and case management technicians in both COBRA and grant-funded programs, supervisors, program directors.

Date Location Registration Center
August 4-5 Manhattan Cicatelli

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Addressing Prevention in HIV Case Management

This one-day training will prepare case managers to help people living with HIV to avoid sexual and substance use behaviors that can result in 1) transmitting HIV to others and 2) negative health outcomes for themselves.

As a result of this training, participants will be able to:

  • Identify the key elements of client-centered case management, and how prevention can be incorporated into the case management process;
  • List psychosocial issues that can make it difficult for people living with HIV to change sexual and substance using behaviors;
  • Demonstrate the use of the DOH booklet titled, "There's Something I Need to Tell You," that helps people living with HIV to consider issues related to disclosure to sexual and needle-sharing partners;
  • Practice skills associated with working one-on-one with HIV positive individuals on prevention issues;
  • Explore specific strategies for working with special populations they serve; and
  • Practice skills in prevention goal planning.

Prerequisite: It is strongly recommended that participants have previous knowledge and training on case management, harm reduction and basic HIV/AIDS information.

Audience: Case management staff who work directly with HIV-positive clients.

Note: Staff who do not work in a case management program should attend the training "Addressing Prevention with HIV Positive Clients".

Date Location Registration Center
August 13 Manhattan NDRI
August 26 Albany PDP SUNY Albany
October 1 Manhattan Cicatelli
December 17 Rochester CHBT

OASAS: The New York State Department of Health AIDS Institute is an OASAS Certified Education and Training Provider. This course is approved for initial credentialing and renewal of CASAC, CPP and CPS for 6.5 clock hours.*

*Course are not approved for initial credentialing for CPS.

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Advanced HIV Case Management Service Planning

This one and one-half day training will provide HIV case managers with advanced service plan development training intended to build upon knowledge and skills acquired in introductory case management courses. Through case studies, skills practice and large and small group exercises participants will increase their knowledge in developing successful goals, objectives and tasks together with their clients. Participants will learn to prioritize multiple needs identified on the Comprehensive Assessments and subsequent Reassessments.

As a result of this training participants will be able to:

  • Define prioritizing needs (Maslowe's Hierarchy) as it applies to case management assessments and service plans;
  • Define follow-up clients and list the differences between the two types of follow-up clients;
  • Develop appropriate goals, objectives and tasks for clients based on prioritized needs and client readiness; and
  • List reasons why service plan outcomes are important and document clear and concise outcomes.

Prerequisite: Because this is an advanced case management training, it is strongly recommended that participants, at a minimum, have taken "Introduction to Case Management", "Enhancing the Partnership Between Client and Case Manager" and "Serving Families: From Assessments to Service Plans". This training is meant to enhance case manager skills and should not be viewed as foundation training for new staff entering the field.

Audience: Case management staff in HIV case management programs including supervisors and program directors.

Date Location Registration Center
August 25-26 Manhattan CPHE
September 24-25 Rochester CPHE
December 3-4 Manhattan CPHE

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HIV Family Centered Case Management

This two-day program is designed to assist case managers in examining and assessing the multiple issues facing the HIV positive client and their families. Participants will learn about related developmental issues of children and adolescents including recognizing "red flags" or warning signs of family-related stressors. This training will prepare the case manager to introduce "family intervention" into the case management process.

As a result of this two-day training, participants will be able to:

  • Assess overall family functioning and needs;
  • Review developmental issues of children and adolescents;
  • Examine the impact of traumatic incidents on children and adults;
  • Develop skills for recognizing family strengths and re-framing difficult issues; and
  • Develop and identify resources and referral linkages.

Prerequisite: Because this is an advanced case management training, it is strongly recommended that participants, at a minimum, have taken "Introduction to Case Management", "Enhancing the Partnership between Client and Case Manager" and "Serving Families: From Assessments to Service Plans". This training is meant to enhance case manager skills and should not be viewed as foundation training for new staff entering the field.

Audience: Case management staff in HIV case management programs including: supervisors, and program directors.

Date Location Registration Center
September 29-30 Manhattan Cicatelli

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Assessing Sexual Risk Behaviors within Case Management

As case managers work with HIV positive clients and those at risk for HIV, it is critical that they have the skills to assess high risk behaviors. Typically, case managers lack interviewing and assessment skills that speak specifically to sexual behaviors. This one-day training program will provide the necessary skills to assist case managers to be more effective in their risk reduction counseling interventions.

As a result of this training, participants will be able to:

  • Identify the sexual behaviors that are most risky to HIV;
  • Examine their personal attitudes in relationship to sexual behaviors;
  • Demonstrate skills in interviewing that assess sexual risk factors; and
  • Practice interviewing and providing risk reduction counseling within the framework of case management.

Prerequisite: Because this is an advanced case management training, it is strongly recommended that participants, at a minimum, have taken "Introduction to Case Management", "Enhancing the Partnership Between Client and Case Manager" and "Serving Families: From Assessments to Service Plans". This training is meant to enhance case manager skills and should not be viewed as foundation training for new staff entering the field.

Audience: Case management staff in HIV case management programs, including supervisors and program directors.

Date Location Registration Center
July 8 Manhattan Cicatelli

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Ensuring Success: Navigating the Child Welfare System in HIV Case Management

This one-day training is to provide HIV case managers with a better understanding of the NYS Child Welfare System (CWS) including an overview of legal mandates that establish the CWS, mandated reporting guidelines, and the CWS Family Assessment Service Plan. HIV case managers will practice the tools necessary to better provide services for the HIV-infected child welfare involved client. This training will also demonstrate strategies to promote interdisciplinary case conferencing for service integration and working with CWS to support HIV affected families.

As a result of this training, participants will be able to:

  • Describe the impact of Child Welfare laws on clients;
  • Identify the case manager's role in mandated reporting;
  • Identify the similarities and differences in HIV case management and child welfare services;
  • Describe approaches to improve effectiveness when working with families in transition; and
  • Demonstrate strategies for effective case conferencing with the child welfare system.

Prerequisite: This is an advanced course and it is strongly recommended that participants have taken "Serving Families: From Assessments to Service Plans".

Audience: Case management staff including supervisors and program directors.

Date Location Registration Center
August 6 Albany PDP SUNY Albany

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Supervision and Leadership for Case Management Programs

This two-day training will examine many of the complex skills needed to effectively supervise case management staff and provide quality service delivery to clients.

Topics to be covered include:

  • Overview of supervisory competencies;
  • Supervising the difficult employee;
  • Identify strategies for supervising staff with personal problems;
  • Delivering a difficult message;
  • Balancing performance expectations with personal problems; and
  • Supervising a culturally diverse workforce.

Prerequisite: Because this is an advanced case management training, it is strongly suggested that participants have taken: "Introduction to Case Management", "Enhancing the Partnership between Client and Case Manager" and "Serving Families: From Assessments to Service Plans". These trainings are meant to enhance case manager skills and should not be viewed as foundation training for new staff entering the field in both COBRA and grant-funded programs, supervisors, program directors, and other interested health and human service providers.

Audience: All health and human service providers including: case managers and case management technicians in both COBRA and grant-funded programs, supervisors, program directors.

Date Location Registration Center
October 27-28 Manhattan Cicatelli

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Substance Use and HIV/AIDS: Improving Outcomes in Case Management

This two-day training is to provide a comprehensive foundation for HIV case management staff to effectively work with substance affected HIV-infected individuals. This training will provide the tools necessary to better provide services for the HIV-infected substance affected client, including understanding substance use and abuse, the relationship between substance use and HIV, improved assessment and service planning with substance affected individuals, identifying resources for facilitation of referrals, and the role of recovery and relapse in client treatment outcomes.

As a result of this training, participants will be able to:

  • Describe the effects of psychoactive drugs;
  • Describe possible effects of substance use on physical and mental health including the ways substance use can impact HAART;
  • Describe the importance of identifying substance use treatment needs in service planning and various treatment goals of service providers;
  • Demonstrate effective engagement techniques that help build the working relationship with substance affected clients and facilitate change that promotes access to care and treatment outcomes;
  • Describe basic substance abuse confidentiality rules that can impact referral coordination of care; and
  • Identify factors that contribute to relapse and basic strategies to manage relapse.

Prerequisite: This is an advanced course and it is strongly recommended that participants have taken "Serving Families: From Assessments to Service Plans" and have some knowledge of Harm Reduction techniques.

Audience: Case management staff including supervisors and program directors.

Date Location Registration Center
August 4-5 Albany PDP SUNY Albany
October 14-15 Binghamton PDP SUNY Albany

OASAS: The New York State Department of Health AIDS Institute is an OASAS Certified Education and Training Provider. This course is approved for initial credentialing and renewal of CASAC, CPP and CPS for 13.0 clock hours.*

*Course are not approved for initial credentialing for CPS.

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Psychosocial Issues for Women Living With HIV

This one-day training touches on specific issues faced by women living with HIV/AIDS. The course is designed to give individuals who work with HIV-infected women, an understanding of potential challenges, struggles and triumphs.

The objectives for this training are to:

  • Understand factors which influence a woman's vulnerability to HIV infection;
  • Recall clinical manifestations of HIV in women;
  • Identify specific treatment adherence barriers for women;
  • List societal, familial and environmental factors that place women at risk for HIV;
  • Identify the effects of violence on childhood development;
  • Identify challenges faced by women living with HIV who are raising children;
  • List issues facing women living with HIV who wish to date; and
  • Describe real stories of triumph for women living with HIV.

Prerequisite: Because this is an advanced case management training, it is strongly recommended that participants, at a minimum, have taken "Introduction to Case Management", "Enhancing the Partnership Between Client and Case Manager" and "Serving Families: From Assessments to Service Plans". This training is meant to enhance case manager skills and should not be viewed as foundation training for new staff entering the field.

Audience: Case management staff in HIV case management programs including supervisors and program directors.

Date Location Registration Center
August 14 Manhattan CPHE
September 22 Manhattan CPHE

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