Case Management Strategies

2. Case Management Strategies Basic CMT – How to Manage a Caseload Lisa Carpenter – Merced County DCSS

3. Case Segmentation “Case Segmentation is the practice of dividing up cases into groups that are similar”

4. Background Merced County began to utilize the Case Segmentation values in CMT in April 2011 Prior to using case segmentation, CMT was used to count case worker production (i.e., number of case reviews completed, contempt actions, etc.) Analysis completed on Post caseload to determine if segmentation beneficial

5. Analysis Results

6. Case Segmentation Implementation • Phase I • Initial segmentation of Post Team caseloads • Phase II • Monthly case segmentation update

7. Case Segmentation Implementation • Phase I • Introduction to case segmentation in CMT • Overview of completed caseload • Tips for completing case segmentation • Hands-on training • Initial caseload segmentation was not completed in training – case workers given 1 month to complete on their own.

8. Case Segmentation Implementation • Phase II • Segmentation completed on Post team caseloads • Post team brought back to training after CMT monthly download • Train staff to sort and manipulate data to quickly identify cases that need action or review • Introduced case management priorities using CMT

10. Case Management Priorities Identify new cases for Early Intervention Zero Balance Cases CMT Delinquency Lists CMT Arrears Federal Performance Measure List CMT Follow-up Dates

11. Conclusion CMT priority list in use since 7/1/11 Staff becoming more proficient with CMT process Helped us identify cases for closure Allowed for creation of monitored caseload Reduced overall caseload size per worker Helped case workers identify priorities