Resource Topic: Case Management

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Webinar Overview ​​Many refugee service providers are mandated reporters—they’re required to report when they know or reasonably believe that a child or vulnerable adult has been abused, neglected, exploited, or abandoned. Yet some service providers may feel uncomfortable or confused about the reporting process. This webinar will cover the basics of mandatory reporting, including what is…

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Refugee Cash Assistance (RCA) Guide This guide outlines key RCA rules, distinguishing which aspects are fixed by federal regulation and which areas allow state-level flexibility. This information is intended as a comprehensive reference for understanding where states can shape their RCA programs and where they must comply with uniform federal requirements.

Writing Health Case Notes: Recommendations for Service Providers This information guide, created by Switchboard in partnership with the Society of Refugee Healthcare Providers, builds on Switchboard’s guide Creating High-Quality Case Management Documentation. You will learn the difference between health case notes and case management notes, the elements of a health case note, and storage and…

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Successful programs serving refugees and newcomers are built on a foundation of coordinated, responsive, and client-centered services that support long-term stability, integration, and self-sufficiency. Delivering these programs effectively requires strong partnerships, thoughtful coordination, and a shared commitment to guiding newcomers through complex systems and connecting them with the resources they need to thrive. This onboarding…

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The U.S. refugee resettlement system is evolving rapidly. Shifting policies and new technologies are reshaping how services are delivered, often in ways that directly impact both refugees and the service providers who support them. Yet despite their central role, the voices of service providers are rarely captured systematically. Without their perspective, policymakers and program leaders…

This tool serves three main goals: 1. It demonstrates how data-sharing can strengthen connections between newcomer-serving organizations, agencies, and local systems, ultimately building stronger partnerships and improving outcomes for newcomers. 2. It equips service providers, local government agencies, and community-based organizations with guidance to identify key data sources and priority issues, allowing for more accurate…

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This course demonstrates that case notes are an important part of your work, providing skills and knowledge to complete them effectively and efficiently. Targeted for newcomer service providers, including caseworkers, case managers, and employment specialists, especially those new to employment services. After completing, you will: describe the benefits of documentation; identify key components of effective…

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The workload capacity calculator helps staff, program leads, and agencies evaluate how staff time is allocated to help determine what a sustainable workload might look like.

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This toolkit offers a comprehensive, client-centered framework for caseworkers, supervisors, and managers providing case management services to individuals and families affected by conflict, persecution, violence, environmental disasters, and human rights violations. Given the varied and evolving demographics of those served, case management must be flexible and responsive to unique needs. 

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Do you field questions from newcomers who speak Haitian Creole? The Settle In team can help! Settle In responds to direct messages—both through text and voice—on topics including job search, public benefits eligibility, community resources, and more, within one business day. Haitian Creole and French have joined Dari, Pashto, Ukrainian, Russian, Spanish, and English as…