CW360 / DESIGN LIBRARY
Case Management workflow
The coordination chapter concentrates on barriers such as housing, benefits, transport, medical linkage, legal demands and family systems.
Plan Barriers → Resource Linkage → Stabilization and Retention
This is the chapter’s operating progression, summarized for program design rather than adopted as a universal clinical or billing rule.
What completion should make visible.
The source chapter ties the function to observable records and a next responsible party.
01
1. Concrete barrier and plan linkage
A defined artifact and a responsible role belong together.
02
2. Action taken, permission context and actual result
A defined artifact and a responsible role belong together.
03
3. Tracked follow-up or honest closure disposition
A defined artifact and a responsible role belong together.
The chapter’s named tools.
APP-30 case-management note; referral tracker; APP-34 release when required
Adapt before adoption.
The source includes local timing targets, form IDs, EHR examples and scope/billing language. Those details are retained in the internal source viewer for review; they are not silently turned into current regulatory requirements or a live service protocol here.
Bring the model into real operation.
Define the receiving organization, authority, scope, people, tools and review evidence before adopting or launching a service.
Source basis: Treatment Workflow Manual — Section 7: Case Management Website adaptation; source-model details are not an announcement of service availability.