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Home > Schools > Psychology Services > Case Management

Case Management

Case Management
(Option for elementary schools only)

Process Overview

When a teacher has a concern regarding a student's academic performance or behavior, he or she implements informal strategies typically used by teachers to address these concerns. These may include: changing instructional groupings, providing additional structure in the form of rubrics or outlines, instituting a simple behavior management system, or rearranging classroom seating. If these informal interventions are successful in alleviating the concerns, the teacher will continue to institute them as long as they are necessary. If, however, the student is not making sufficient progress academically or behaviorally, the teacher requests assistance from the building-level IIT.

Once the Request for Assistance form is completed, a copy is given to the individual designated as the team's Systems Manager. The Systems Manager is responsible for presenting the Request for Assistance to IIT members during a regularly scheduled meeting time. The time between the receipt of the Request for Assistance and presentation to the team should be one week or less. When possible, the requesting teacher may be present at the IIT meeting in which the Request for Assistance is being presented in order to clarify the concern. The Systems Manager of the IIT is also responsible for recording updates of all cases during each meeting.

Once the request is presented, a Case Manager volunteers from the IIT to work with the teacher in a collaborative, consultative fashion using a systematic problem-solving process. The Case Manager is responsible for working with the requesting teacher to identify the problem, set goals, develop interventions, and monitor the effectiveness of interventions.

Case Managers and requesting teachers use the Student Documentation Form (SDF) to document the problem solving process. One component of the form, the Goal Attainment Scale, is used to identify referral concerns in observable, measurable terms; prioritize concerns; record whether the student is at instructional level; record the student's current level of performance (i.e., baseline data); and record reasonable and attainable short- and long-term goals. The form provides a location to record the specifics of the intervention, that is developed collaboratively by the case manager and referring teacher, as well as a graph upon which the student's progress towards goals is recorded on a regular basis.

The team Facilitator, who has received training in group process and problem solving, facilitates the weekly IIT meetings. The Facilitator is responsible for organizing team meetings to ensure that all items on the agenda are discussed, that minutes are recorded, and that each teacher who requests assistance for a student is assigned to a Case Manager. The Facilitator also plans and delivers training for team members in problem solving skills and collaborates with the administration to ensure IIT is supporting school goals (i.e., SIT goals, decrease disproportionality).

Requesting teachers are invited to all formal case reviews in order to provide input on their students progress and to get additional ideas and support from the team. As part of the case review process, the data collected by the requesting teacher and Case Manager are analyzed to determine the effectiveness of the interventions. If the student is meeting short-term goals, the intervention is continued. If, after a well-designed intervention has been implemented, the team determines that the student has made insufficient progress towards goals, one of two courses of action ensue: (1) modifications to the intervention may be made and implemented; (2) the team may consider whether or not to refer a student to the IEP team.

IMPORTANT: When a parent or teacher suspects that a student may have a disability, the timeline begins. All assessments for an initial evaluation must be recommended and completed concurrently within 60-calendar days from receipt of parental consent for the evaluation or 90-calendar days from the receipt of the referral, whichever comes first, to the completion of the Evaluation Report at the IEP team meeting. The provision to refer to IEP from the IIT cannot delay the process.

Characteristics of Schools

  • There is a building-level team that meets regularly (once every two weeks at a minimum) to discuss students with academic and/or behavior difficulties.
  • One general education teacher from each grade is represented on the IIT and agrees to participate in the following activities:
    • Receive training in systematic problem-solving
    • Attend IIT Meetings
    • Act as a Case Manager for teachers who have requested assistance
    • Maintain Student Documentation Forms (SDFs) for cases.
  • Representatives from Student Support Services (e.g., school counselors, school psychologists) are regular members of the IIT.
  • Teams use standard agendas, minutes, and case review formats.
  • Case Managers are assigned to collaborate with teachers request assistance in order to:
    • Operationally define concerns about the student
    • Assess instructional variables that may impact student performance
    • Develop data-driven interventions including systematic assessment of baseline, treatment and outcome data.
  • A System Managers is assigned in order to:
    • Maintain a tracking system to monitor student performance following implementation of intervention

 

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