What Is Case Management?
“Case management is a collaborative process, that assesses, plans, implements, coordinates, monitors, and evaluates the options and services required to meet an individual’s health and wellbeing, education and/or occupational needs, using communication and available resources to promote quality, cost-effective and safe outcomes.
The practice of case management developed in the United Kingdom in recognition of gaps in services for those individuals whose needs did not fall conveniently within the boundaries of a single agency or professional group.”
~ BABICM
Who are Case Managers?
“Case management is not a profession per se: it draws on the involvement and valuable skills of qualified and regulated professionals such as therapists, nurses or social workers. Case managers are employed in many business spheres, including Health and Social Services, but also privately and in insurance companies.”
~ BABICM
What is the role of a Case Manager?
“The case manager’s role includes the co-ordination of services required to meet an individual’s health, care, social, educational and employment needs, and support for the family. This involves advocating on behalf of the client and close liaison with the wider team of professionals. The case manager should be a skilled communicator, promote teamwork and use available resources to promote quality, cost-effective outcomes.
The case manager initially identifies needs with the client and makes recommendations to meet these needs. The case manager would then work with the client to agree and implement plans which may involve commissioning a multidisciplinary team, support worker package or increasing client participation in community activities. The case manager will regularly review and report on progress to the client, family, professionals involved and legal team.”
~ BABICM
What are the responsibilities of a Case Manager?
“These include the following but please note that this is not an exhaustive list:
Accept appropriate referrals in line with BABICM’s best practice guidance.
Keep referrer updated regarding their work with the client.
Work in a client centred way at all times.
Develop a therapeutic working relationship with the client and family.
Maintain accurate chronological clinical records of all work undertaken with the client.
Use current best practice and research to guide case management intervention.
Work continually to achieve optimum clinical outcomes for the client in as cost effective a way as possible.
Identify and commission the most appropriate services to meet the client’s identified clinical needs.
Adhere to the BABICM Code of Ethics.”
~ BABICM
What is BABICM?
“The British Association of Brain injury and Complex Case Management (BABICM) is the leading membership organisation for professionals working in brain injury and complex case management. BABICM provide a structure for the continued professional advancement of case management, promoting best practice to address and manage the needs of people with brain injury and people with other complex conditions.”
What is the Rehabilitation Code?
“The Rehabilitation Code provides an approved framework for injury claims that enables claimant representatives and compensators to work together. Its aim is to promote the use of rehabilitation and early intervention in the compensation process so that the injured person makes the best and quickest possible medical, social and psychological recovery.”
What is a Physiotherapist?
Physiotherapists (or "physios") are qualified, regulated healthcare professionals who help people improve and maintain their movement, function, and overall well-being. They work with individuals of all ages who are affected by injury, illness, or disability, using tailored exercise programs, hands-on therapy, education, and practical advice. Physiotherapists play a key role in pain management, recovery, and disease prevention—supporting healthier, more active lives.
What is an Occupational Therapist?
Occupational Therapists (OTs) are qualified, regulated healthcare professionals who help people of all ages participate in everyday activities—what they call "occupations." Whether it's getting dressed, preparing meals, going to work, or engaging in hobbies, OTs support individuals facing physical, mental, or cognitive challenges to build or regain the skills they need for daily life. They look beyond a person’s diagnosis to focus on their goals, aspirations, and what matters most to them—promoting independence, confidence, and well-being.
What is a Speech and Language Therapist?
Speech and Language Therapists (SLTs) are highly trained healthcare professionals who provide vital support for children and adults with difficulties related to communication, eating, drinking, and swallowing. From children with delayed speech development to adults recovering from illness or injury, SLTs assess, diagnose, and treat a wide range of challenges. Their work helps individuals improve their ability to speak, understand language, express themselves, and safely eat and drink—empowering them to connect with others and reach their full potential.
What is a Dietitian?
Dietitians are qualified and regulated healthcare professionals who use the science of nutrition to assess, diagnose, and treat dietary and nutritional issues. They provide practical, personalised advice to help individuals manage medical conditions, improve their health, and make informed food choices. Whether working with patients, carers, or communities, dietitians develop tailored eating plans and promote healthy habits—always based on the latest scientific evidence to ensure safe and effective guidance.
What is a Rehabilitation Assistant?
Rehabilitation Assistants are valued members of the healthcare team who support patients recovering from illness or injury. Working closely with therapists and other professionals, they help individuals achieve their rehabilitation goals and regain independence. Their role includes assisting with exercises and mobility, offering emotional support and monitoring progress. Following a therapist’s assessment, Rehabilitation Assistants carry out tailored treatment programmes—often making minor adjustments as needed, and sometimes working independently. They also help educate patients and families, playing a key role in the journey to recovery.
What is an Immediate Needs Assessment (INA)?
An assessment carried out shortly after an individual suffers a serious injury or illness. Conducted by experienced Case Managers, the INA plays a crucial role in identifying the immediate support and rehabilitation needs that promote recovery, independence, and quality of life.
Typically commissioned by solicitors or insurers involved in personal injury or clinical negligence claims, the INA is a vital part of the rehabilitation and litigation process. Its goal is to ensure that appropriate services and interventions are identified and prioritised based on the individual's specific needs and circumstances.
Key Components of an INA
An INA thoroughly assesses how an injury or illness affects various aspects of a person’s life, including:
Daily living activities (e.g., personal care, mobility)
Physical and psychological health
Social interactions and relationships
Transportation and access to the community
Employment or education impacts
Home and environmental considerations
Why Timing Matters
The INA is time-sensitive. Early assessment ensures that everyone involved; legal teams, insurers, healthcare professionals and families understand the full impact of the injury. This enables timely planning and implementation of care and rehabilitation strategies, leading to better outcomes for the injured individual.
What an INA Provides
A well-conducted Immediate Needs Assessment will:
Deliver a clear, impartial overview of the injury’s impact
Identify difficulties with daily living
Evaluate potential ongoing health challenges
Offer initial recommendations for treatment and support
Set out immediate care needs and early rehabilitation goals
Drawing on professional expertise, the INA report outlines the issues facing the injured party in a single document allowing for informed decisions and a coordinated approach to care. The report is shared with the Solicitor who will use this information as part of the litigation process to secure funds to optimise early rehabilitation potential.
In summary, an INA is the foundation for effective case management and a key step in securing the best possible recovery for those affected by life-changing injuries or illnesses.
What is a deferred payment?
We're proud to be working closely with medico-legal organisations enabling us to provide INA's and Case Management utilising the flexible / deferred payment options speeding up the rehabilitation process for the client. Please contact Suzanne Froggett for further information.