Case Management and Referral Principles and Techniques

Case management with substance abuse patients is essential from the initial referral until s/he reaches their goal because the problems they face can impact whether or not they access treatment, remain in treatment and/or follow discharge plans. There is a knowledge base and skills that are important for anyone taking on this role with a client.


This course will assist the candidate in:

  • being competent in addressing the special circumstances that affect clients typically referred to a particular substance abuse treatment program
  • understanding the range of clients’ reactions to the challenges associated with particular special circumstances
  • Remaining aware of the limits of one’s own knowledge and expertise
  • Evaluating personal beliefs and biases about clients who have special problems
  • Maintaining an open attitude toward seeking and accepting assistance on behalf of a client
  • Knowing where additional information on special problems can be accessed.

In addition, the student will thoroughly review and understand the four basic functions of a case manager-

  • assessment,
  • planning,
  • linking and
  • monitoring.

Candidates will compete three assignments related to the specific tasks involved in case management and will be evaluated by their completion of these assignments.