Occupational Therapists as CCAC Case Managers

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Occupational Therapists as CCAC Case Managers

• Occupational Therapy Promotions Inc.
• Tammy Balaban, Angie DeGiacomo, Vivian Ip,
  Lyndsay McTaggart, Daniella Pratt, and Carolyn
  Taylor

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PRESENTATION OUTLINE

• Purpose
• Job description of a case manager
• How an OT is qualified to be a case manager
• Discussion
• Questions

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PURPOSE

• Most case managers of CCACs are nurses, in fact,
  in some CCACs, only nurses can become case
  managers. Explain to the director of one such
  CCAC why OTs are ideal CCAC case managers.
• To illustrate to the CCAC why occupational
  therapists make ideal case managers

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SCHEMATIC REPRESENTATION OF CCAC CASE MANAGERS
POSITION
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DUTIES OF A CASE MANAGER

• Assess client eligibility and needs
• Provide information and referrals
• Appropriately manage all resources
• Able to establish Goals with clients
• Service Monitoring, reassessment, and evaluation
• Discharge Planning

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ASSESSMENT

• What is Required
• Assess clients eligibility and service needs
• Work with clients to coordinate services
• Provide direction for those clients not eligible
  for service

• How an OT can do it
• Trained to assess client needs
• Use tools such as
• Target Complaints Assessment tool
• Patient Specific Functional Scale
• Occupational Performance History
  Interview(Donnelly and Carswell, April 2002,
  84-92)

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INFORMATION AND REFERRALS

• What is Required
• Provide information to individuals, community
  groups, families and other social/health service
  providers about available services in their
  community
• Refer client to the appropriate professionals

• How an OT can do it
• OTs work in a multidisciplinary setting and
  therefore have an understanding of many health
  care professions
• Information and referrals to other professionals
  will be provided if the client requires services
  outside the scope of OT practice

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RESOURCE MANAGEMENT

• How an OT can do it
• All OTs participate in managing materials and
  equipment for their clients, and in ensuring that
  they are cost-effective and used safely
  (Townsend, 123, 2002)

• What is required
• To make good (efficient and effective) use of
  available resources to support client goals

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GOAL SETTING

• What is Required
• Collaborate with clients, caregivers and families
  to establish goals of care that support and
  reflect client centered outcomes.
• Established goals are kept within the resources
  of the CCAC (Hamilton CCAC).

• How an OT can do it
• Use client centered practice
• to determine client needs and goals in the
  context of the individual and their environments
  (Law, Polatjko, Baptiste, Townsend, 2002).
• Ultimate goal and focus
• to enable clients to do the things they want,
  need or are expected to do H. Polatajko
  (personal communication Sept 13 2004)

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SERVICE MONITORING, REASSESSMENT AND EVALUATION

• What is Required
• Monitor program implementation
• Evaluate client satisfaction with services
• Identify opportunities to improve delivery of
  services

• How an OT can do it
• 5 types evaluation process
• Process evaluation
• Evaluating individualized outcomes
• Case studies
• Program implementation
• Quality improvement
• (Corcoran, M., 59-60, 2002)

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DISCHARGE PLANNING

• What is Required
• Planning for discharge from services at different
  times as specific goals are achieved
• (Thunderbay CCAC, 2004)
• To address ethical issues
• autonomy
• non-maleficence
• beneficence
• justice
• (Atwal Caldwell, 2003)

• How an OT can do it
• underlying client centred practice is a
  recognition of the autonomy of the individual
  person
• (Law, Polatajko, Baptiste Townsend,
  2002, p. 49)
• OTs work along with clients to allow them to set
  their own goals and help them fulfill each and
  every one of them

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DISCUSSION

• Why are most case managers nurses in the CCAC?

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WHY NURSES?

• Clinical Practice Base
• Regulated much longer
• CCAC work must be done by a regulated
  professional. CCAC Peel Human resources
  (personal communication September 29 2004)
• Number of professionals
• Administrators within the CCAC may not hire an
  OT as a case manager in order to keep them in the
  pool of available practicing therapists. I.
  Greenspoon (personal communication Sept. 30 2004)
• Rehabilitation is a small part of the services
  provided by the CCAC.
• Much more financial resources are directed at
  nursing, which promotes the nursing profession as
  dominant within these organizations. I.
  Greenspoon (personal communication Sept. 30 2004)

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DISCUSSION

• What are other ways that OTs can advocate for
  case manager positions in the CCAC?

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QUESTIONS???
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REFERENCES

• Atwal, A., Caldwell, K. (2003). Ethics,
  occupational therapy and discharge planning Four
  broken principles. Australian Occupational
  Therapy Journal, 50(2), 244-251.
• Christiansen, C. H Townsend, E. A (2004).
  Introduction to Occupation The Art and Science
  of Living. (p. 123). Upper Saddle River, N.J.
  Prentice Hall.
• Corcoran, M. (2002).Using Qualitative Measurement
  Methods to Understand Occupational Performance.
  In, Measuring occupational performance
  Supporting best practice in occupational therapy
  (pp. 59-60). Thorofare, NJ Slack Inc.
• Gilkeson, G.E. (1997). Occupational Therapists
  and Teams. In, Occupational therapy leadership
  Marketing yourself, your profession, and your
  organization (pp. 97-111). Philadelphia, PA F.A.
  Davis.
• Hamilton Community Care Access Centre Case
  Manager Position Description. Retrieved September
  28, 2004 from http//www.hamilton.ccac-ont.ca/care
  ers.html
• Law, M., Cooper, B., Strong, S., Stewart, D.,
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  Therapy, 63, 9-23.
• Law, M., Baum, C. (2002). Measurement in
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  occupational therapy (pp. 3-19). Thorofare, NJ
  Slack Inc.
• Law, M., Polatjko, H., Baptiste, S., Townsend,
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• Stanton, S., Kramer, C., Thompson-Franson, T.
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• Mamom, J., Steinwarks, K., Fahey, K., Bone, M.,
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