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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. 

Please note that we are in the process of updating the online training modules. In the meantime, please use the training resources outlined in the Certification of Completion modified training schedule.

On this page:


  • For new case managers, you will need to submit the Certification of Completion and email it to Laura Camerato, HIV Community Services Coordinator at

  • For experienced case managers needing a refresher in a particular area, navigate to the information of interest to you.

  • We are in the process of updating online training modules that will be made available on this website when they are completed. In the meantime, please use the training resources outlined in the Certification of Completion modified training schedule.

Introduction to Case Management

Title Material Covered Approximate Running Time (minutes)
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.15 - 20 minutes (with external videos)
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.18 minutes
Module 3
Supportive ServicesOverview of locally managed and state managed services, including the process for access SMS, program requirements, and other service considerations.24 minutes
Module 4
CAREAssist Program OverviewIntroduction and history of CAREAssist, eligibility information, services, client responsibilities and additional resources.13 minutes

Standards of Case Management Services

  Title Material Covered Approximate Running Time (minutes)
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.40 minutes
Module 2
Intake & EligibilityProvides an overview and demonstration of the intake process.8 minutes 45 seconds
Module 3
Screening & AssessmentProvides an overview and demonstration of the psychosocial screening and nursing assessment.23 minutes
Module 4
Acuity ScalesProvides and overview of the acuity scale and assignment process.8 minutes
Module 5
Care PlanningProvides an overview of the care planning process, including how to ensure goals are SMART.16 minutes
Module 6
Information & ReferralProvides an overview of information, referral and advocacy.


4 minutes
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.


16 minutes
Module 8
Transfer & TerminationProvides an overview on transfers and terminations, including the lost to follow up policy.5 minutes

CAREWare Modules

Using the CAREWare Modules

This training consists of a series of 10 modules demonstrating the features of CAREWare.

  Title Material Covered Reference Materials Approximate Running Time (minutes)
Module 1Overview of CAREWareIntroduction to modules, history of careware, software & hardware configurations, software updates, log-ins and passwords CAREWare Add/Delete User Form (Word)8 minutes
Module 2Getting StartedLogging into careware, changing your password, navigating the main menu, adding a new client, adding a client who has been served by another Part B agency 15 minutes
Module 3
Entering Demographic InformationEntering demographic data, vital and enrollment status, searching for an existing client, reviewing the change log, responding to idle/timeout message www.aidsinfo.nih.gov15 minutes
Module 4Entering Case Notes & Service DataEntering case notes, service data and running service related reports

Policies and Procedures Manual (pdf), Quick Guides (both County (pdf) and Regional (pdf) models)

15 minutes
Module 5Entering Annual Review DataEntering insurance data, primary HIV medical care, housing arrangements, household size and household income CAREWare QuickGuide (pdf)8 minutes
Module 6Entering Lab DataEntering lab data through encounters tab & forms, running lab reports 10 minutes
Module 7
Entering Referral DataEntering and updating referral data, tracking pending referrals CAREWare QuickGuide (pdf),Requested Service Category(pdf)6 minutes
Module 8Entering Contacts and Uploading AttachmentsEntering contacts data, uploading an ROI 5 minutes
Module 9Using Performance MeasuresReviewing performance measures in the client record, refreshing the performance measures worksheet and generating client-level lists for performance measures 12 minutes
Module 10CAREWare ReportsCommonly used reports, reports accessed through the reports menu, functions that apply to all CAREWare reports
 5 - 40 minutes

Tuberculosis and HIV Coinfection

For information on what HIV/AIDS Service Organizations can do regarding Tuberculosis and HIV Coinfection, review additional resources here. Click here for more information on the OHA Tuberculosis Program.

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