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What you will learn

Gain a comprehensive understanding of core ethical principles in case management

Learn how to effectively uphold client rights and ensure informed consent

Enhance professionalism in interactions with clients and colleagues

Clarify the specific responsibilities and duties of a case manager

Develop skills in ethical documentation and decision making processes

Identify strategies to prevent legal risks and liabilities in case management

Master the principles of confidentiality and privacy in client interactions

Understand and apply legal documentation standards in case management

Navigate service eligibility and authorization processes with confidence

Learn about mandated reporting duties and the duty to warn in specific situations

Gain a comprehensive understanding of core ethical principles in case management

Learn how to effectively uphold client rights and ensure informed consent

Enhance professionalism in interactions with clients and colleagues

Clarify the specific responsibilities and duties of a case manager

Develop skills in ethical documentation and decision making processes

Identify strategies to prevent legal risks and liabilities in case management

Master the principles of confidentiality and privacy in client interactions

Understand and apply legal documentation standards in case management

Navigate service eligibility and authorization processes with confidence

Learn about mandated reporting duties and the duty to warn in specific situations

Course Content

Foundations of Ethics and Professionalism

Foundations of Ethics and Professionalism

Core Ethical Principles

Core Ethical Principles

Autonomy, Beneficence, Nonmaleficence, Justice, and Fidelity

Autonomy, Beneficence, Nonmaleficence, Justice, and Fidelity

Autonomy, Beneficence, Nonmaleficence, Justice, and Fidelity

Codes of Ethics (e.g., NASW, ACA, APHA)

Codes of Ethics (e.g., NASW, ACA, APHA)

Codes of Ethics (e.g., NASW, ACA, APHA)

The Role of Personal vs. Professional Values

The Role of Personal vs. Professional Values

The Role of Personal vs. Professional Values

Responsibilities of the Case Manager

Responsibilities of the Case Manager

Scope of Practice and Professional Boundaries

Scope of Practice and Professional Boundaries

Scope of Practice and Professional Boundaries

Accountability, Advocacy, and Client Empowerment

Accountability, Advocacy, and Client Empowerment

Accountability, Advocacy, and Client Empowerment

Collaboration with Multidisciplinary Teams

Collaboration with Multidisciplinary Teams

Collaboration with Multidisciplinary Teams

Ethics in Documentation and Decision-Making

Ethics in Documentation and Decision-Making

Accurate and Honest Reporting

Accurate and Honest Reporting

Accurate and Honest Reporting

Ethical Dilemmas in Case Planning

Ethical Dilemmas in Case Planning

Ethical Dilemmas in Case Planning

Using Ethical Decision-Making Models

Using Ethical Decision-Making Models

Using Ethical Decision-Making Models

Client Rights and Informed Consent

Client Rights and Informed Consent

Understanding and Explaining Informed Consent

Understanding and Explaining Informed Consent

Understanding and Explaining Informed Consent

Client Participation in Service Planning

Client Participation in Service Planning

Client Participation in Service Planning

Navigating Refusal of Services and Involuntary Care

Navigating Refusal of Services and Involuntary Care

Navigating Refusal of Services and Involuntary Care

Maintaining Professionalism

Maintaining Professionalism

Appearance, Conduct, and Professional Language

Appearance, Conduct, and Professional Language

Appearance, Conduct, and Professional Language

Emotional Regulation and Stress Management

Emotional Regulation and Stress Management

Emotional Regulation and Stress Management

Supervision and Reflective Practice

Supervision and Reflective Practice

Supervision and Reflective Practice

Legal Responsibilities and Compliance

Legal Responsibilities and Compliance

Confidentiality and Privacy

Confidentiality and Privacy

HIPAA and 42 CFR Part 2 Overview

HIPAA and 42 CFR Part 2 Overview

HIPAA and 42 CFR Part 2 Overview

Client Record Protection in Digital and Paper Forms

Client Record Protection in Digital and Paper Forms

Client Record Protection in Digital and Paper Forms

Handling Requests for Information and ROI Forms

Handling Requests for Information and ROI Forms

Handling Requests for Information and ROI Forms

Mandated Reporting and Duty to Warn

Mandated Reporting and Duty to Warn

Recognizing Abuse, Neglect, and Exploitation

Recognizing Abuse, Neglect, and Exploitation

Recognizing Abuse, Neglect, and Exploitation

Legal Reporting Obligations and Procedures

Legal Reporting Obligations and Procedures

Legal Reporting Obligations and Procedures

Exceptions to Confidentiality: Tarasoff and Beyond

Exceptions to Confidentiality: Tarasoff and Beyond

Exceptions to Confidentiality: Tarasoff and Beyond

Legal Documentation Standards

Legal Documentation Standards

Timeliness and Accuracy Requirements

Timeliness and Accuracy Requirements

Timeliness and Accuracy Requirements

Legal Language vs. Subjective Language in Notes

Legal Language vs. Subjective Language in Notes

Legal Language vs. Subjective Language in Notes

Risk Management Through Clear Records

Risk Management Through Clear Records

Risk Management Through Clear Records

Service Eligibility and Authorization

Service Eligibility and Authorization

Understanding Medicaid and Managed Care Protocols

Understanding Medicaid and Managed Care Protocols

Understanding Medicaid and Managed Care Protocols

Verifying Eligibility and Maintaining Compliance

Verifying Eligibility and Maintaining Compliance

Verifying Eligibility and Maintaining Compliance

Avoiding Fraud and Waste in Case Management

Avoiding Fraud and Waste in Case Management

Avoiding Fraud and Waste in Case Management

Legal Risk and Liability Prevention

Legal Risk and Liability Prevention

Avoiding Malpractice Through Good Practice

Avoiding Malpractice Through Good Practice

Avoiding Malpractice Through Good Practice

Documenting Boundary Crossings and Conflict

Documenting Boundary Crossings and Conflict

Documenting Boundary Crossings and Conflict

Responding to Legal Complaints or Investigations

Responding to Legal Complaints or Investigations

Responding to Legal Complaints or Investigations

Ethical Engagement and Cultural Competence

Ethical Engagement and Cultural Competence

Establishing Ethical Engagement

Establishing Ethical Engagement

Understanding Boundaries in Helping Relationships

Understanding Boundaries in Helping Relationships

Understanding Boundaries in Helping Relationships

Examples of Boundary Violations

Examples of Boundary Violations

Examples of Boundary Violations

Preventing and Addressing Dual Relationships

Preventing and Addressing Dual Relationships

Preventing and Addressing Dual Relationships

Promoting Cultural Competence

Promoting Cultural Competence

Identifying Personal Biases and Assumptions

Identifying Personal Biases and Assumptions

Identifying Personal Biases and Assumptions

Impact of Bias on Case Management Decisions

Impact of Bias on Case Management Decisions

Impact of Bias on Case Management Decisions

Practicing Cultural Humility

Practicing Cultural Humility

Practicing Cultural Humility

Enhancing Cultural Responsiveness

Enhancing Cultural Responsiveness

Understanding Cultural Identity and Intersectionality

Understanding Cultural Identity and Intersectionality

Understanding Cultural Identity and Intersectionality

Working with Diverse Populations (e.g., LGBTQ+, immigrant, Indigenous, faith-based)

Working with Diverse Populations (e.g., LGBTQ+, immigrant, Indigenous, faith-based)

Working with Diverse Populations (e.g., LGBTQ+, immigrant, Indigenous, faith-based)

Culturally-Adapted Engagement and Planning Strategies

Culturally-Adapted Engagement and Planning Strategies

Culturally-Adapted Engagement and Planning Strategies

Ethical Technology Use

Ethical Technology Use

Social Media Boundaries and Online Conduct

Social Media Boundaries and Online Conduct

Social Media Boundaries and Online Conduct

Client Communication via Phone, Text, and Email

Client Communication via Phone, Text, and Email

Client Communication via Phone, Text, and Email

Maintaining Privacy in Virtual Service Environments

Maintaining Privacy in Virtual Service Environments

Maintaining Privacy in Virtual Service Environments

Professional Development and Self-Care

Professional Development and Self-Care

Role of Continuing Education and Licensing Ethics

Role of Continuing Education and Licensing Ethics

Role of Continuing Education and Licensing Ethics

Managing Compassion Fatigue and Vicarious Trauma

Managing Compassion Fatigue and Vicarious Trauma

Managing Compassion Fatigue and Vicarious Trauma

Building a Sustainable Ethical Practice

Building a Sustainable Ethical Practice

Building a Sustainable Ethical Practice

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