SCCC 129: Case Management – Final Thoughts

The right of self-determination can sometimes create barriers to providing services that a case manager believes to be in a client’s best interest. In this course, you have seen several ways in which this can happen. You have also seen several ways to try to overcome those barriers and how case managers can cope with the tensions that these situations can cause.

Let’s take a brief quiz to see how much you’ve learned.

SCCC 129: Case Management – An Introduction

Case managers want to help their clients by arranging the support and services they need. However, they must respect the clients’ right of self-determination in deciding which, if any, services the client will accept. This can sometimes create an ethical tension for the case manager. This course will look at how case managers can cope with that tension.

Before you begin, let’s take a brief quiz about case management. Remember, nobody is judging you.

Pilot Your Course

Drawing of trainer, Dawn Griffin.

So you have your course made, now what? Before going live it is a great to idea to pilot your course.

When you pilot your course you are making it available to select individuals to review. Having just spent many hours working on content and editing the training you are very close to the content and do not often see errors. Letting someone review the course who has not been heavily involved is a great way to get feedback about the training. Reviewers can be just about anyone. A co-worker, a fellow trainer, or a friend.

Paper airplane flying through the air over clouds.

A few things to keep in mind when asking someone to review.

  • Are they good at checking for grammar or spelling?
  • Will they provide you with honest feedback (even if it’s negative)?
  • Will they have the time to review the training?

Checklist

A checklist or a listing of items that need reviewed can be shared. Guidance on what exactly you are seeking feedback on is helpful. It will let people know what exactly you need reviewed so that you can get appropriate feedback.

Use the observation form described under Self-Assess your Content to come up with some items you want reviewers to pay close attention to. At a minimum, some things you will probably want reviewed:

  • Does the content flow well?
  • Are there any spelling or grammatical errors?
  • Is anything confusing or does not make sense?
  • Are your learning objectives met?

Timing

How long did it take them to take the course? It is also good to ask if they were very thorough with the material. Did they complete all reflections or quizzes, etc? This will help you gauge whether the training timing is accurate so you know how many clock hours to issue upon completion of the course.

Timeline

When asking someone to review it is important to give them a timeline – for example complete the review by XYZ date. Two weeks is a good period of time for review of a shorter training – not so long they forget about it, but not too short that they do not have time.

Clock Hour Credit

You may want to offer them credit for the training (if they complete all required components) or access to another training for free as a “thank you.”

Follow Up

Follow up at least one time during the pilot period to see if everyone has had a chance to review the course, it will also serve as a reminder if they have not reviewed it yet.

Feedback

Make sure they know how to provide you with feedback. Do you want the comments in a word document? Is there a checklist they will use? Can you enable comments on the LMS to capture recommendations?

Focus

If you have something specific you want them to focus on, let them know. For example, you aren’t sure about the flow of the course. You can specifically ask them to look at how the course is set up and if the order works well.

Training Plan

If you are doing a training plan, having people review the content before you put it online can save a lot of edits later on if content needs to be removed, added, or moved around.

Suggestions

Finally, you do not have to make every change that is suggested, and that is okay! In general a pilot of your training is just a review which will be based primarily on personal opinion. For example, the Oxford comma. Some people use it, some people do not. If you have someone reviewing your content who does not, they will probably point out every time you use it. But if that is what you prefer, you do not need to make that change.

Inserting a New Individual

Illustration of Aida the trainer.

New individuals under guardianship and changes to current individuals will need to be completed in KYGFIS periodically. This section will review 6 steps to inserting and updating information.

Before inserting any new individual into the system make sure to do a search each time to ensure that there is no accidental duplication.

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Course Evaluation

DGS 205: Guardianship Standard Operating Procedures (SOPs) Part 2

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Course Wrap Up

Congratulations

Congratulations! You have completed DAIL 210: Guardianship Standard Operating Procedures (SOPs) Part 2!  Please note that your supervisor may have follow-up questions or need more information.  Please respond to any requests promptly.    

Once you click “mark complete,” a certificate of completion will be available to you. You may print or download your certificate to verify the completion of DAIL 210: Guardianship Standard Operating Procedures (SOPs) Part 2. This certificate will also be available at the beginning of the course anytime you log on.    

Reminder from Aida

Illustration of Aida the trainer.

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

This includes DAIL:

  • New Employee Orientation Part 1 (completed!)
  • New Employee Orientation Part 2 (completed!)
  • Guardianship Program Overview (completed!)
  • Universal Precautions (completed!)
  • Person-Centered Planning (completed!)
  • Supported Decision Making (completed!)
  • Effective Case Work Documentation (completed!)
  • Guardianship the Law (completed!)
  • Court Process and Forms (completed!)
  • Guardianship SOP Part 1 (completed!)
  • Guardianship SOP Part 2 (completed!)
  • Levels of Care
  • Common Diagnoses Explained
  • Kentucky Medicaid Home and Community-Based Services (HCBS) Waiver Overview
  • Incident Reporting
  • Medical Consent
  • DNR/EOL
  • Guardianship Community Partners and Collateral Contacts
  • Safety Awareness
  • Communication and Coping When a Client Passes Away
  • KYGFIS System Training

Click the “Mark Complete” button below to access your certificate of completion.

Finance Related SOPs

Illustration of a woman with blonde hair in a bun wearing a read jack and black glasses

Hi! I am Ronnie, and I am going to review some of the SOPs that you will use when working as a Guardian. The SOPs that I will be reviewing are related to the financial needs of an individual under guardianship. This includes budgets and property needs.

You will be able to download each SOP to your desktop for future reference. Some SOPs will have a scenario to provide more context and details about the SOP. These are an opportunity for you to practice what you are learning.

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Welcome

Illustration of Aida the trainer.

Guardianship has several Standard Operating Procedures (SOPs) that provide more detail and depth about roles and responsibilities. In this second part of the SOP training, we will review court related SOPs and finance related SOPs.

Each SOP should be read in its entirety. As you progress, make a list of any questions you may have to discuss with the Guardianship trainer.

Illustration of Aida the trainer.

A Reminder from Aida:

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

Court Related SOPs

Illustration of Jeffery, the new hire.

Hi! I am Jeffery. We are now going to take a look at several SOPs related to working with courts and court requirements. This includes annual court reports, renewal of limited appointment, and an individual’s right to vote.

You will be able to download each SOP to your desktop for future reference. Some SOPs will have a scenario to provide more context or details. These are an opportunity for you to practice what you are learning.

Several SOPs will be reviewed, and there will be an opportunity for a brain break.

Interactivity

Arrows and lines crossing over each other with computer code in background.

What is interactivity?

According to Mirriam-Webster Dictionary, being interactive involves the actions or input of a user. Including interactive options in your online training has many benefits and is also required per DCC Trainer Credential Regulations. We’ll review some of the many benefits and options for interactivity.

Benefits

Retention
Feedback can be provided to the learner to help them understand why, identify their strengths, and how to improve upon their skills. Using quizzes can encourage learners to pay attention and be more receptive to the information and can be used as a way to determine if they understood the content.

Attention Spans
Reading or watching content only throughout a training will not keep a learner engaged. Interactivity provides a change of pace at different points of the training and increases the engagement of the learner.

Decision Making
Learners are able to practice, reflect, and implement what they are learning as they go through the training. Learners are practicing these new skills in safe environments where they feel comfortable making mistakes.

What does it look like?

Drawing of trainer, Dawn Griffin.

Interactivity can take many different forms. The key thing with making a training interactive is to take the monotony out of a training.

Think of an in person training. What if the entire 2 hours was spent using lecture? How interested or engaged would you be in the content? The same can be said for online learning. The same training method should not be used throughout.

What is used and how it is used will be highly dependent on the Learning Management System used, technical skills, and what you have access to. Some examples of interactivity could include:

  • Videos to Watch
  • Gamification of Content
  • Games for Learning
  • Application Activities
  • Quizzes
  • Handouts to Complete
  • Audio Files
  • Think Spots or Reflections
  • Content the Learner Navigates Through

Refer back to your Training Methods Handout from FET and the Trainers Toolbox for more ideas. Some may need to be modified to better support online learning.

Reflection
As you go through this training note all the different ways that interactivity is provided.

Division of Child Care (DCC) Requirements and Interactivity

Trainer Credential Regulations also set requirements for asynchronous learning requirements for interactivity.

Section 11. General Training Requirements

(6) A Training that is not conducted face-to-face between a trainer and trainee shall:

(a) Consist of a combination of alternative modes of delivery; and

(b) Not consist solely of:

  • Reading an article;
  • Reading an article and answering questions;
  • Watching a video; or
  • Watching a video and answering questions;

When trainings are input into ECE-TRIS what modes used will need to be indicated.

Black and white drawing of a lightbulb with a pencil outlining the shape.

Take a moment to reflect on what types of interactivity you would like to include in your trainings. List your ideas in your handout.

References:

Merriam-Webster (n.d.) Interactive. In Merrian-Webster Dictionary. Retrieved June 1, 2023 from https://www.merriam-webster.com/dictionary/interactive

Glenister, N. (2020, November 16). 8 Benefits of Interactive Training in the Workplace. ELearning Industry. https://elearningindustry.com/benefits-interactive-training-in-workplace

Neendoor, S. (2023, April 22). 7 Benefits of Interactive Corporate Training. Kitaboo. https://kitaboo.com/7-benefits-of-interactive-corporate-training/

Course Wrap Up

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You have completed the content for A Kentucky Strengthening Families Initiative: Trauma-Informed Care and Resiliency!!! Before leaving, indicate if you want completion credit on your ECE-TRIS record.  Once you mark this section complete you will be able to access your certificate of completion.

Do you need credit for this course on your ECE-TRIS record?

If so, mark yes and complete the Information Form.

While a certificate of completion is provided for this course, this is not official documentation for Kentucky Early Care and Education Professionals of clock hours required by the Division of Child Care (DCC), Division of Regulated Child Care (DRCC), or ALL STARS. Your ECE-TRIS records serves as the official record.

Your ECE-TRIS record will be updated within 10 calendar days of completing this course. You must click submit the ECE-TRIS information form to complete the course.

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