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Supervisor Core:�Effective Case Consultation

Instructor-Led Training

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We create experiences that transform the heart, mind, and practice.

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About the Academy & APSWI

The Academy is a project of San Diego State’s School of Social Work. Serving over 20,000 health and human services professionals annually, the Academy’s mission is to provide exceptional workforce development and learning experiences for the transformation of individuals, organizations and communities.

APSWI, or Adult Protective Services Workforce Innovations, is a training program of the Academy that provides innovative workforce development to APS professionals and their partners.

Academy programs: Apex, A P S W I, C W D S, Lia, Sacks, and Tribal Star.

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ACADEMY PROGRAMS

San Diego State University

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Overview of Technology

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Housekeeping for In-Person Delivery

CELL PHONES ON SILENT OR VIBRATE

SCHEDULE FOR THE DAY

COURSE MATERIALS

LOCATION OF RESTROOMS AND EMERGENCY EXITS

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Housekeeping for Virtual Delivery

Video Camera

Mute/Unmute

Chat Box

Emojis and Icons

If you need to step away….

Potential Technical Glitches

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Learning Objectives

  • At the conclusion of this training, participants will be able to:
    • Recognize the importance of case consultation.
    • Identify methods for constructive case consultation within your supervisory role.
    • Explain the different components needed for a thorough case consultation.
    • Demonstrate effective case consultation practice with a given scenario.

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Activity #1

  • Why is case consultation important in APS?
  • What is the role of the APS Supervisor within the Case Consultation process?

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The 3 W’s of Case Consultation

What?

Why?

When?

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What is Case Consultation?

Problem Solving process

    • Provision of effective services

Multi-faceted approach

    • Individual
      • Scheduled or drop in
    • Group Sessions
    • Peer review

Different modalities

Strength based

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Why Case Consultation?

  • Working in silos is not productive
    • Cases are complex
    • Resources are limited
  • Supportive Role
    • Engagement technique
    • Promotes critical thinking
    • Assists in the decision-making process
    • Structured environment/provides framework
    • Professional Development

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Case Consultation Coaching Questions

  • What options do you see regarding this situation?
  • What do you see as a challenge?
  • What are your thoughts about the best way to approach this?
  • What might get in your way?
  • What do you think is the next step?
  • How can I support you?
  • When can I check back with you?

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When does the Case Consultation Process Begin?

There is no universal format

    • Best practice is at case assignment
    • Allows a didactical conversation and approach

APS History

    • Provides background information and dynamics
    • Service planning

Reviewing the report of abuse/presenting problem

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Risk Assessment

Clients immediate and future risk

Baseline client information

Detect changes over time

Strength based risk assessment

Risk assessment template

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Investigation

  • Biases
  • Findings
    • Fact versus Feeling
  • Preponderance of evidence
  • Evidentiary Guidelines

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Service and Safety Planning

What has or has not worked?

Is the client open to accepting services

Risks and Benefits

The art of education

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Case Closure

  • Case Consultation
    • What did and did not work
  • Case closure needs to occur on a timely basis
    • The APS worker that closes too quickly.
    • The APS worker that is overly involved and wants to stay invested.
    • The APS worker that is reluctant to close a case.

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Documentation

Case Consultation

Elements, evidence, observations, risks, and safety concerns

What interventions/services were or were not offered

Was the client willing to accept services

APS TARC Documentation Checklist

Summarize the allegation

Summarize the investigation

Document the evidence that you found that supports you disposition and identify ongoing APS needs.

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Caseload Prioritization

  • Newly assigned or an open case has an emergent need
  • A co-worker calls out
  • Community partner requests assistance
  • Competing priorities

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Transfer of Learning (TOL)

  • Needs to be completed outside of this training
  • Should take about 30 minutes
  • You will meet with 3 staff members in supervision during the next 30 days and use the template for a case consultation
  • Share template with your supervisor and peers

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Closing and Evaluations

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Reflection Activity

  • Evaluations
  • Thank you for your participation

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Thank You!

We envision a world where �the quality of life for individuals, organizations, and communities �is transformed into a healthier place.