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Case Manager Training


The purpose of this page is to provide training materials for Ryan White Part B funded HIV Case Managers and Care Coordinators in Oregon. You will find a growing library of resources that will enable you to provide case management services efficiently and effectively. Please let HIV Community Services know of any other materials that would be of help to you. 

On this page:


Introduction to Case Management

Title Material Covered
Module 1
Introduction to the HIV Care & Treatment ProgramProvides a brief overview of the National HIV/AIDS Strategy, federal programs for PLWH, and Ryan White Programs in Oregon.
Module 2
Oregon Housing Opportunities in Partnership (OHOP) ProgramProvides an extensive overview of the OHOP program, including history and rationale of the program, information about service regions, eligibility criteria, services including utility assistance, referral and waiting list policies, certification and terminations and roles and responsibilities of clients, housing coordinators and case managers.
Module 3
Support ServicesOverview of locally managed services, including program requirements, and other service considerations.

Module 4
CAREAssist Program OverviewIntroduction and history of CAREAssist, eligibility information, services, client responsibilities and additional resources.

Standards of Case Management Services

  Title Material Covered
Module 1
Introduction to the StandardsProvides review of case management roles, an introduction to the guiding principles of case management, and a brief overview of the 7 related standards.
Module 2
Intake & EligibilityProvides an overview and demonstration of the intake process.
Module 3
Screening & AssessmentProvides an overview and demonstration of the psychosocial screening and nursing assessment.
Module 4
Acuity ScalesProvides and overview of the acuity scale and assignment process.
Module 5
Care PlanningProvides an overview of the care planning process, including how to ensure goals are SMART.
Module 6
Information & ReferralProvides an overview of information, referral and advocacy.
Module 7
Follow-Up & MonitoringProvides an overview of follow up and monitoring processes, including triage, care coordination, rescreening/reassessment, changes in care plan and acuity, and referral outcomes.
Module 8
Transfer & TerminationProvides an overview on transfers and terminations, including the lost to follow up policy.

CAREWare Modules

Using the CAREWare Modules

This training consists of a series of 6 modules demonstrating the features of CAREWare.

  Title Material Covered Reference Materials
Module 1 CAREWare Basics 
Accessing CW6 website, log-in and password, add a client/find a client, client demographic data, add/view common notes, add/view provider notes
CAREWare Add/Delete User Form (Word)

Module 2Case Management 1
Add/append case notes, add/edit services, rapid service entry, annual review data, shared data, add/delete labs, referrals
Module 3
Case Management 2
Document/form uploading, specialty tabs (contacts, ROI, attachments, forms completion)

Module 4Reports
Running performance measures, running CAREWare reports, running custom reports, building custom reports (optional)

Support Services Guide, Quick Guides (both County and Regional models)

Module 5Specialty Reports
Access for a variety of specialty reports including: no services in X days report, clients with no tests in x days report, clients with last selected lab report, service detail report, multiple client case notes report.
CAREWare QuickGuide (pdf)
Module 6Administrative Training (for Administrative Staff Only)
Basics of CW6, accessing the CW6 website, log-in to CW6, change your password, find a client, view/edit services, run financial reports 

Tuberculosis and HIV Coinfection

Learn more about TB and HIV coinfection here. Click here for more information on the OHA Tuberculosis Program.