Resource Topic: Case Management

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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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This Comprehensive Case Management Onboarding Guide is a framework for onboarding new staff members who will provide case management services in the context of refugee service delivery. It is meant to be customized to include training specific to your organization, including any in-house requirements, as well as specific focus areas for the programs and populations…

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This guide summarizes, as of November 2025, the benefits certain humanitarian immigrants may qualify for through the Office of Refugee Resettlement (ORR), including cash and medical assistance, employment services, English language instruction, and other federally funded programs. It outlines available supports for families with children, adults without minor children, older adults, and individuals with disabilities,…

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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…