Case management Health Article

Definition

Case management assigns the administration of care for an outpatient individual with a serious mental illness to a single person (or team); this includes coordinating all necessary medical and mental health care, along with associated supportive services.

Purpose

Case management tries to enhance access to care and improve the continuity and efficiency of services. Depending on the specific setting and locale, case managers are responsible for a variety of tasks, ranging from linking clients to services to actually providing intensive clinical or rehabilitative services themselves. Other core functions include outreach to engage clients in services, assessing individual needs, arranging requisite support services (such as housing, benefit programs, job training), monitoring medication and use of services, and advocating for client rights and entitlements.

Case management is not a time-limited service, but is intended to be ongoing, providing clients whatever they need whenever they need it, for as long as necessary.

Historical background

Over the past 50 years, there have been fundamental changes in the system of mental health care in America. In the 1950s, mental health care for persons with severe and persistent mental illnesses (like schizophrenia, bipolar disorder, severe depression, and schizoaffective disorder) was provided almost exclusively by large public mental hospitals. Created as part of a reform movement, these state hospitals provided a wide range of basic life supports in addition to mental health treatment, including housing, meals, clothing and laundry services, and varying degrees of social and vocational rehabilitation.

During the latter half of the same decade, the introduction of neuroleptic medication provided symptomatic management of seriously disabling psychoses. This breakthrough, and other subsequent reforms in mental health policy (including the introduction of Medicare and Medicaid in 1965 and the Supplemental Security Income [SSI] program in 1974), provided incentives for policy makers to discharge patients to the community and transfer state mental health expenditures to the federal government.

These advances—coupled with new procedural safeguards for involuntary patients, court decisions establishing the right to treatment in the least restrictive setting, and changed philosophies of care—led to widespread deinstitutionalization. In 1955 there were 559,000 persons in state hospitals; by 1980, that number had dropped to 132,000. According to the most recent data from the U.S. Center for Mental Health Services, while the number of mental health organizations providing 24-hour services (hospital inpatient and residential treatment) more than doubled in the United States from 1970 to 1998, the number of psychiatric beds provided by these organizations decreased by half.

As a result of deinstitutionalization policies, the number of patients discharged from hospitals has risen, and the average length of stay for newly admitted patients has decreased. An increasing number of patients are never admitted at all, but are diverted to a more complex and decentralized system of community-based care. Case management was designed to remedy the confusion created by multiple care providers in different settings, and to assure accessibility, continuity of care, and accountability for individuals with long-term disabling mental illnesses.

Models of case management

The two models of case management mentioned most often in the mental health literature are assertive community treatment (ACT) and intensive case management.

A third model, clinical case management, refers to a program where the case manager assigned to a client also functions as their primary therapist.

Assertive community treatment

The ACT model originated in an inpatient research unit at Mendota State Hospital in Madison, Wisconsin in the late 1960s. The program's architects, Arnold Marx, M.D., Leonard Stein, M.D. and Mary Ann Test, Ph.D., sought to create a "hospital without walls." In this model, teams of 10–12 professionals— including case managers, a psychiatrist, nurses, social workers, and vocational specialists—are assigned ongoing responsibility 24 hours a day, seven days a week, 365 days a year, for a caseload of approximately 10 clients with severe and persistent mental illnesses.

ACT uses multidisciplinary teams, low client-to-staff ratios, an emphasis on assertive outreach, provision of in-vivo services (in the client's own setting), an emphasis on assisting the client in managing their illness, assistance with ADL (activities of daily living) skills, emphasis on relationship building, and emotional support, crisis intervention (as necessary) and an orientation, whenever possible, towards providing clients with services rather than linking them to other providers.

Compared to other psychosocial interventions the program has a remarkably strong evidence base. Twenty-five randomized controlled clinical trials have demonstrated that these programs reduce hospitalization, homelessness, and inappropriate hospitalization; increase housing stability; control psychiatric symptoms; and improve quality of life, especially among individuals who are high users of mental health services. The ACT model has been implemented in 33 states.