Case Management Questions to Ask Clients
Essential questions to ask clients in case management to assess their needs, understand their situation, and develop effective care plans while building trust and rapport.
1What brought you to seek case management services, and what are your main concerns?
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What brought you to seek case management services, and what are your main concerns?
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Why this works
Understanding their primary concerns helps you focus on the most important issues and develop appropriate interventions.
2What is your current living situation, and how does it affect your daily life?
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What is your current living situation, and how does it affect your daily life?
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Why this works
Learning about their living situation helps you understand their environment and identify potential support needs.
3What support systems do you currently have, and who can you rely on for help?
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What support systems do you currently have, and who can you rely on for help?
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Why this works
Understanding their support systems helps you identify existing resources and potential gaps in assistance.
4What are your goals and what do you hope to achieve through case management?
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What are your goals and what do you hope to achieve through case management?
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Why this works
Learning about their goals helps you develop a care plan that aligns with their aspirations and needs.
5What challenges or barriers are you currently facing, and how do they impact your life?
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What challenges or barriers are you currently facing, and how do they impact your life?
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Why this works
Understanding their challenges helps you identify obstacles and develop strategies to address them.
6What services or resources have you used in the past, and what was your experience?
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What services or resources have you used in the past, and what was your experience?
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Why this works
Learning about their past experiences helps you understand what has worked and what hasn't, and avoid repeating ineffective approaches.
7What are your strengths and what do you do well, and how can we build on these?
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What are your strengths and what do you do well, and how can we build on these?
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Why this works
Understanding their strengths helps you develop a strengths-based approach and identify areas to build upon.
8What are your preferences for communication and how do you like to receive information?
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What are your preferences for communication and how do you like to receive information?
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Why this works
Learning about their communication preferences helps you ensure effective communication and build rapport.
9What are your concerns about working with case management, and what would make you feel most comfortable?
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What are your concerns about working with case management, and what would make you feel most comfortable?
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Why this works
Understanding their concerns helps you address potential barriers and create a comfortable working relationship.
10What would success look like for you, and how will we know when we've achieved it?
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What would success look like for you, and how will we know when we've achieved it?
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Why this works
Learning about their definition of success helps you set clear goals and measure progress effectively.
Effective Case Management
Expert tips and techniques for getting the most out of these questions.
Building Rapport
Be Empathetic
Show genuine care and understanding for their situation and challenges.
Listen Actively
Pay attention to their responses and ask follow-up questions to show you're engaged.
Respect Their Autonomy
Honor their choices and involve them in decision-making about their care.