1. Tracking / Monitoring the IDP Tracking and monitoring are essential to ensure the success of the plan. In performing such duties, the case manager must be able to: Ensure services are and continue to be provided Assess the status of a job / OJT placement Verify properly executed IDP

2. Tracking and monitoring are essential to ensure the success of the plan. In performing such duties, the case manager must be able to: Maintain the participant/ case manager relationship Keep the client focused on the goals of the plan Make it clear the plan will be monitored Tracking / Monitoring the IDP Maintain the business/ case manager relationship

3. Confidentiality and Ethics

4. Knowledge and Skills Required Maintain confidentiality of clients’ records and information “Confidentiality and ethics are important issues throughout the case management process.” Confidentiality and Ethics

5. Sample Consent to Release of Information Letter I, (client’s name, address and phone number) hereby give my consent to the release of (state the specific information that should be released) from (specific name of the organization that will be releasing the information) to (specific name of the person to whom information will be released, include name, address and phone number). The release is effective from (state specific date) to (state specific date). The purpose for the release of this information is (state the specific reason for which the information). This consent may be revoked by me in writing at any time, any information released prior to such revocation remains released in accordance with this consent. I have read and understand all of the above; all blanks have been filled in prior to my signature. This consent was freely and voluntarily given. (official department letterhead) Client’s Signature and Date Case Manager’s Signature and Date

6. Sample Consent to Release of Information Letter Essential elements Include: ~ Client’s name, address and phone number ~ Specific information that should be released ~ Name of the organization that will be releasing the information ~ Person to whom information will be released, include name, address and phone number ~ State specific dates ~ State the specific reason for the information ~ Right to revoke Signature

7. ~ Know guidelines, laws and policies ~ Specify status of client regarding employment goals ~ Analyze and document justification for closure ~ Complete required forms and reports ~ Provide completion information for record retention and file disposal Bring Cases to Closure

8. Confidentiality and Ethics