Developmental Services - Case Management Manual

Co-Case Management (DHHS Employees)

There are at three least situations in which Case Managers may find it productive to engage in Co-Case Management for a particular consumer:

  1. In a mentoring relationship, particularly when one of the Case Managers is either new or unfamiliar with the types of issues presented by a new consumer on her caseload. 
  2. An advisory or second-opinion relationship, particularly if a contentious or difficult dynamic has developed between the original Case Manager and the consumer or family member.
  3. As a means of dividing labor. For example, one Case Manager may be specialized or adept at accessing housing resources, while another is particularly good at preparing proposals; these Case Managers may elect to divide their work so that one of them provides a particular service for consumers on both caseloads.

Any of these forms of Co-Case Management are acceptable, subject to the following provisos.

  • A supervisor must be aware of and approve the arrangement.
  • One Case Manager must be identified as the primary Case Manager, on the EIS, in the file, in the action notes, and in all contacts with the consumer and the family.
  • The consumer and family must be made aware of the Co-Case Management arrangement, and, in all but exceptional cases, must agree to it. If their agreement is waived, this must be done by the Developmental Services Program Administrator or designate.
  • The consumer must be counted on one of the Case Manager's ratios, but not both. 
  • The Case Manager of record must do billing, where applicable.
  • Co-Case Management should continue for only so long as it is agreeable to both Case Managers.