Case Management Standards

Standards guide - Essential Services

Health and Wellness:

Health and Wellness involves activities designed to promote, support and maintain the participant’s overall health. When necessary and indicated *, activities may include:

  • Coordination and arrangement of medical and dental appointments and treatments
  • Coordination and arrangement of mental health treatment and services
  • Coordination and arrangement for nutritional/fitness support
  • Coordination and arrangement for any therapies needed (i.e.PT, OT, speech, etc)
  • Assistance in acquiring and usage of any needed medical equipment
  • Assistance with the management of chronic illnesses and condition
  • Assistance with grief counseling as needed

* Necessary and indicated refers to activities identified and documented as such in the person-centered planning process, and with which the participant will require assistance in order to achieve. Ex. A person with diabetes who is not able to independently coordinate and arrange for needed medical care, and requires additional supports to maintain health.


Quality of Life:

Quality of Life is a category of service that balances freedom of choice and individual lifestyle, with personal responsibility and system accountability. The focus should always be on promoting the participant’s personal competencies that would result in safety and freedom from abuse, neglect and exploitation. Such activities could include:

  • Assist, coordinate and secure information on services and options that are available so that decisions are informed choices.
  • Offer assistance and coordination obtaining legal resources such as partial or full guardianship.
  • Assist in the coordination and/or mediation of problem resolutions that may arise with housing, employment, community membership and day support services.
  • Coordinate services, or engage directly with the participant, to avoid or resolve a crisis, or any other challenging personal situation.
  • Assist, coordinate or complete any required reporting obligation.