How to select the right Case Manager

Selecting the right case manager is crucial to ensuring P receives the best possible care and support. Here’s a step-by-step guide to help you make an informed decision:

1. Understand P’s Needs

• Type of Case Management: Identify the specific type of case management P needs (e.g., healthcare, social services, mental health, disability support).
• Specific Requirements: Consider any specific conditions, disabilities, or needs that require specialized knowledge.

2. Research and Referrals

• Professional Recommendations: Ask for referrals from healthcare providers, social workers, or other professionals.
• Company Referrals: Seek recommendations from Circle Case Management; after triage suitable Case Managers C.V’s will be put forward to you.
• Professional Bodies: Check professional bodies such as the British Association of Brain Injury and Complex Case Management (BABICM) or the Case Management Society UK (CMSUK).

3. Check Qualifications and Experience

• Qualifications: Ensure the case manager has relevant qualifications and certifications.
• Experience: Look for someone with experience in managing cases similar to P’s.
• Specialisation: Confirm if they have expertise in the specific area of need (e.g., brain injury, spinal injury, mental health).

4. Interview Potential Case Managers

• Initial Consultation: Schedule an initial consultation to discuss P’s needs and assess their suitability. Circle Case Management will provide a free meet and greet for P.
• Approach and Philosophy: Understand their approach to case management and how they plan to support P.
• Communication: Ensure they have good communication skills and that P feels comfortable discussing sensitive issues with them.

5. Assess Compatibility

• Personal Connection: It’s important to feel a personal connection and trust with your case manager. Circle Case Management will always recommend Case Managers based on their suitability of experience and expertise, as well as considering a suitable match in personalities.
• Availability: Check their availability to ensure they can provide the support needed within P’s required timeframe. Circle Case Management will only recommend Case Managers with capacity – all Case Managers are case load managed. All Case Managers are supported by a 2nd Case Manager, Assistant Case Manager and Head Office – ensuring annual leave, sickness or any other leave does not have any adverse effect on P or communication with instructor.
• Flexibility: Assess their willingness to adapt their services to meet specific needs. Circle Case Management will always take a client focused approach.

6. Verify Credentials and References

• References: Ask for and check references.
• Professional Memberships: Confirm their membership in relevant professional organizations.
• Background Check: Ensure they have a clear professional record and no history of complaints or disciplinary actions.

Circle Case Management ensure a precise onboarding system is conducted with each Case Manager and can provide DBS, references, membership evidence and C.V upon request.

7. Evaluate Costs and Funding Options

• Costs: Understand the fee structure and ensure it fits within your budget. Circle Case Management will always be
• Funding: Explore potential funding options, including private, insurance, government programs, or charitable organizations.

Circle Case Management will always provide transparent costing and assist P in obtaining grants, funding and recommendations for charities and local programmes.  

8. Review Contracts and Agreements

• Contract Details: Carefully review the contract terms, including the scope of services, fees, and cancellation policy.
• Transparency: Ensure the case manager provides transparent and detailed information about what is included in their services.

9. Monitor and Review

• Ongoing Assessment: Regularly review the performance and effectiveness of the case manager.
• Feedback: Provide feedback and address any concerns promptly to ensure continuous improvement in care.

The Case Management team at Circle Case Management is led by highly experienced and skilled Senior Case Managers and overseen by industry leading Clinical Directors. Case Load Managed and regularly supervised, our Case Managers welcome feedback.

To find out more about our Case Managers please click here or to discuss your requirements please email hello@circlecm.com or call 0129724145.