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Resource Topic: Case Management
Tool or Template

Case Note Template

Case notes are important tools used to track service providers’ interactions with clients and document relevant program data. This template, developed by Switchboard, is an

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November 2, 2023
Blog Post

What is Health Case Management?

Organizations in various fields have service providers who specialize in health case management. In this post, we focus on health case management specifically in the

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October 20, 2023
Guide

An Introduction to Refugee Health

Refugees and other newcomers can have complex medical and mental health needs due to factors experienced pre- and post-resettlement. This information guide briefly introduces refugee

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October 20, 2023

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Sample Interview

TOPIC:

Case Management, Organizational Development

SUBTOPIC:

Case Documentation

Sample Intensive Case Management Onboarding Guide

PUBLISHED BY:

DATE:

The Preferred Communities (PC) program provides intensive case management services to refugees and ORR-eligible populations with special needs within five years of arrival to the U.S. Intensive case management (ICM) staff support recipients in the areas of long-term case management, health and medical interventions, mental health interventions, and social adjustment services, among others. This Intensive […]

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SSI Cover Pic

TOPIC:

Case Management, Immigration Legal Needs

SUBTOPIC:

Program Eligibility

Supplemental Security Income (SSI): An Introduction for Service Providers

PUBLISHED BY:

DATE:

Hosted on November 7, 2023, the training was delivered by Sarah Clarke, MSPH, coordinator for the Society of Refugee Healthcare Providers and co-organizer of the North American Refugee Health Conference; Bayle Conrad, MPH, a Program Coordinator in the Equity, Diversity, and Inclusion Department at Harborview Medical Center; and, Kara Friesen is the Associate Director of […]

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Case Note Template Image

TOPIC:

Case Management

SUBTOPIC:

Case Documentation

Case Note Template

PUBLISHED BY:

DATE:

Case notes are important tools used to track service providers’ interactions with clients and document relevant program data. This template, developed by Switchboard, is an example of how case notes may be standardized for your program. This template is intended to be customized to align with your program’s unique needs and compliance requirements. This document […]

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Hand,Arranging,Wood,Block,With,Healthcare,Medical,Icon.,Health,Insurance

TOPIC:

Case Management, Health

SUBTOPIC:

Health Care

Helping Clients Prepare for Initial Medical Appointments

PUBLISHED BY:

DATE:

Navigating the U.S. health care system can be challenging. In this post, we share ideas about how service providers can help prepare newcomer clients for their initial medical appointments.   What do clients need to know? Prior to their initial medical appointments, service providers should review with clients how the U.S. health care system works and […]

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Helping Clients checklist

TOPIC:

Case Management, Health

SUBTOPIC:

Health Care

Helping Clients Prepare for Medical Appointments: Checklist

PUBLISHED BY:

DATE:

Helping clients prepare for primary care and specialist medical appointments beyond the U.S. Domestic Medical Examination for Newly Arriving Refugees (domestic medical screening) can help ensure the best use of time for both clients and health clinics. It also enables clients and clinics to address health needs. This checklist, developed by Switchboard, is not a […]

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pexels-matthias-zomer-339620

TOPIC:

Case Management, Health

SUBTOPIC:

What is Health Case Management?

PUBLISHED BY:

DATE:

Organizations in various fields have service providers who specialize in health case management. In this post, we focus on health case management specifically in the resettlement context. We describe the role of resettlement service providers acting as health case managers, as well as important limitations on their scope.   How is health case management different […]

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An Introduction Refugee Health

TOPIC:

Case Management, Health

SUBTOPIC:

An Introduction to Refugee Health

PUBLISHED BY:

DATE:

Refugees and other newcomers can have complex medical and mental health needs due to factors experienced pre- and post-resettlement. This information guide briefly introduces refugee health to service providers and includes resources that can be shared with medical provider partners new to serving refugee patients. This content was created by Switchboard in partnership with the […]

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Afghan-Family-Res

TOPIC:

Case Management, Child and Family Services

SUBTOPIC:

Strengthening Family Resilience Among Afghan Newcomers

PUBLISHED BY:

DATE:

This webinar is presented by Switchboard, a one-stop shop for refugee service providers in the United States. Learn more about Switchboard at www.SwitchboardTA.org. Hosted on August 31, 2023 the training was delivered by Dr. Mary Bunn, PhD, LCSW; Caroline Dilts, MSW, LICSW; Dr. Euijin Jung, PhD, MSW; Farhad Sharifi, MSW; and, Asma Kharooti, MS. Over […]

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Creating-high-quality

TOPIC:

Case Management

SUBTOPIC:

Case Documentation

Creating High-Quality Case Management Documentation

PUBLISHED BY:

DATE:

This guide, created by Switchboard, will teach you how to create high-quality case management documentation. You will learn how to: recognize the importance of documentation within the case management cycle; describe and create different elements of a case file, including case notes, service plans, and critical incident reports; and utilize new techniques to improve the […]

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