The Portfolio Project demonstrates your ability to apply knowledge of the case management experience in human services by synthesizing the information from the readings, class work, scholarly sources, and students’ work and life experiences. The purpose of this project is to integrate human service needs with evidence-based interventions and to apply both to a fictitious human service setting and population.

In this assignment, you are asked to track the client’s progress and document the services you provided using the progress note template provided (located under this assignment in Module 8).

Select one of the following clients:

Client A: Jerry, a 29-year-old African American male. Jerry presents with difficulty finding a job. Jerry has some developmental delays and a learning disorder. He is dyslexic. He recently lost his best friend, Roger, in a car accident. Jerry has been using alcohol daily to cope with his feelings of grief and loss. Jerry does not have a car and lives with his mom who often provides transportation to his doctor visits and job interviews. Jerry’s mother believes he is being discriminated against by prospective employers because of his race, disability, and past legal involvement. One of Jerry’s service plan goals is to work through his grief, and he recently started attending a grief support group you linked him to one month ago.

Client B: Kim is a 17-year-old Hispanic female who identifies as lesbian. She was recently kicked out of her house after her mom found a love letter she had written to a female schoolmate. Kim’s mom is a devout Southern Baptist who believes that homosexuality is a sin. Kim’s father’s whereabouts are unknown. He left Kim’s mom when Kim was an infant. She never knew him. She has been depressed and anxious, has trouble sleeping, and stays with friends or sleeps in an alley near her high school. She has been taking showers at a local truck stop and walking to school. She loves school and wants to get a graduate degree in veterinary medicine, but she has no place to call home, no job, and is running out of spending money. One of Kim’s service plan goals is to reduce her feelings of anxiety. She has been seeing a counselor for two weeks and began taking Prozac to treat her anxiety and depression. She is also working to find part-time employment at a convenience store.

1. You have just met for a one-hour, face-to-face visit with your selected client and now you must document; use the Case Management Progress Note Template to track the client’s progress and document the services you provided.
2. Thoroughly document the service encounter you have with your client and the interventions you provide. Incorporate at least one scholarly journal article to provide support your interventions. (Hint: The CSU-Global Library is a great place to find your resource!)
3. Include additional interventions in the “Next Steps” section of the progress note. Cite the research to support additional interventions.
4. Distinguish between direct interventions and care coordination/advocacy that will be used in the treatment of this case management client.
5. Identify and distinguish among the model(s) of case management applied to this case, as well as the distinct roles of the case manager.
6. Describe and address cultural considerations in treating the client.
7. Describe and address ethical considerations applied in the case management treatment of the client.

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