The case manager coordinates the scheduling of tests and referrals, and gathers information from various sources at regular intervals. These checkpoints ensure that the treatment plan is being followed and that everyone is on track. Checkpoints can occur daily, weekly, or monthly, and are done with patients, providers, or family members. The interval depends on the speed and amount of progress, the frequency of reports from other sources, and the timing of key decisions. If a case is progressing smoothly, maintenance monitoring occurs infrequently.
Monitoring allows case managers to identify problems early so adjustments can be made right away.
Some case managers are responsible for their patients' care for only a limited time, such as during hospitalization. By intervening early and modifying the plan quickly, case managers can prevent problems from developing into crises. Case managers rely heavily on their interpersonal skills to address the concerns of all parties. The case manager objectively assesses and evaluates the situation, and helps individuals focus on common goals to ultimately reach safe and mutually satisfying solutions. The current healthcare paradigm demands coordination, efficiency, and effectiveness.