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About CMAT Training Webinars

CMAT Training Webinars are high-impact, virtual sessions developed from the most relevant and in-demand topics in the Case Management Accelerated Training (CMAT) curriculum. Covering core competencies such as the phases of case management, interviewing techniques, documentation practices, and ethics and boundaries, each topic is delivered as a focused full-day or half-day training. These webinars give your team access to practical, fundamental skills in an easily accessible format that supports professional development for existing staff and efficient onboarding for new hires.

Course Descriptions (click on a course to expand)

Case Management Core Competencies

Course Title: Case Management Core Competencies

Topics Covered: Case Management Phases, Documentation, Service Planning, Action Planning, and the role and scope of case management (Social Determinants of Health)

Course Description: Effective case management requires more than compassion; it demands a structured, strategic, and skill-based approach. This course delves into the essential framework and practical skills central to the role and value of case management in achieving positive client outcomes. Attendees will explore the five-stage case management process, providing a roadmap for navigating complex client journeys from intake to monitoring. Attendees will learn how to develop person-centered service plans and utilize specific action planning and goal-setting strategies to empower clients and promote active engagement in their care. The curriculum will also establish a working knowledge of Social Determinants of Health (SDOH), introducing the five domains of SDOH and enabling case managers to recognize health disparities, promote health equity, and advocate for clients across different social and economic contexts.

Finally, the course instills a fundamental understanding of the importance and professional accountability of creating effective and impactful documentation. A core responsibility of a case manager, documentation is crucial for monitoring and achieving both short-term and long-terms goals. Throughout the training, interactive elements such as knowledge checks and case studies will engage attendees by requiring them to think critically and apply new and refreshed concepts directly into practice.

Course Learning Objectives: By the end of this course, attendees will be able to:

  1. Apply the case management process and goal-setting techniques to address identified needs and promote client engagement and self-determination.
  2. Articulate the function of service planning and action planning to a client’s overall care plan and outcomes.
  3. Recognize and describe the importance of documentation within case management.
  4. Create and interpret different elements of effective documentation.
  5. Develop and utilize new tools and techniques to improve the quality of case management documentation.
  6. Describe the five core domains of Social Determinants of Health and explain a case manager’s role in connecting clients with social services and resources.

Course Schedule: Full Day: 9:15am-4:00pm (5 hours instructional time)

Interviewing Techniques and Assessment Fidelity

Course Title: Interviewing Techniques and Assessment Fidelity

Topics Covered: Person-Centered Interviewing, Motivational Interviewing, Approaches to Formal Assessment Tools, Assessment Strategies, Conflict Resolution (in-person, over the phone)

Course Description: This course is designed to equip staff with the advanced interviewing techniques necessary to build a connection between client engagement and technical data accuracy. Attendees will explore the intersection of Person-Centered and Motivational Interviewing, employing empathetic responding, the OARS framework, and “change talk” to navigate client ambivalence and effectively gather impactful information. Moving beyond the interview, the session will explain how to operationalize formal assessment tools, using the CDS as a practical example. By understanding the function of assessment tools and utilizing elicitation strategies, participants will learn to increase Assessment Fidelity, ensuring high-quality data collection across the statewide system that is an accurate reflection of the consumer’s reality and needs.

Lastly, this course will address conflict management, a potential challenge case managers encounter every day when interfacing with the public. Attendees will develop proactive skills for conflict mitigation, resolution, and de-escalation, tailored for both in-person and phone-based interactions. Participants will be introduced to a professional, compassionate, and solution-focused approach to navigate tense moments and reduce risk while fostering client autonomy and satisfaction.

Course Learning Objectives: By the end of this course, attendees will be able to:

  1. Utilize effective person-centered interviewing strategies, including empathetic responding, funneling, and OARS, to establish rapport and foster client engagement throughout the interviewing and assessment process.
  2. Apply motivational interviewing strategies to identify client ambivalence, elicit essential “change talk”, and explore client-driven motivation for services.
  3. Distinguish the purpose and function of assessment tools to build a flexible, non-linear approach for conducting technically accurate and comprehensive assessments with fidelity.
  4. Evaluate the stages of conflict and apply verbal and situational strategies to mitigate risk and resolve tension in-person and over the phone.
  5. Recognize the potential sources of conflict and indicators of escalation to proactively prepare client interactions for success and implement effective de-escalation plans.

Course Schedule: Full Day: 9:15am-4:00pm (5 hours instructional time)

Ethics, Boundaries, and Safety Awareness

Course Title: Ethics, Boundaries, and Safety Awareness

Topics Covered: Ethical Principles and Professional Boundaries for Case Workers, Safety Awareness and Mandated Reporting (including abuse, neglect, and exploitation)

Course Description: In the complex field of case management, workers carry the legal and ethical responsibility to maintain professional boundaries while ensuring the safety of the clients they serve. This course provides a streamlined framework for resolving ethical dilemmas and making informed decisions that protect both workers and clients from harm. As case managers often operate inside clients’ homes, it is essential that they understand key tenets of safety awareness, including conducting environmental assessments, identifying potential hazards, and responding effectively to safety concerns.

A core component of the course also focuses on preparing attendees to identify indicators of abuse, neglect, and exploitation and to fulfill their legal obligations as mandated reporters. Through interactive knowledge checks and multiple case study sessions, this training bridges the gap between theoretical standards and professional practice. By the conclusion of the course, case managers will be equipped with a practical toolkit to uphold integrity, meet legal requirements, and ensure a safe environment for both themselves and their clients.

Course Learning Objectives: By the end of this course, attendees will be able to:

  1. Describe the ethical and legal responsibility case managers have to maintain appropriate professional boundaries and conduct themselves in an ethical manner with their clients.
  2. Apply a framework to make informed ethical decisions, minimize potential harm, and avoid boundary violations, such as dual relationships, whenever possible.
  3. Define the role and responsibilities of mandated reporters, specifically case managers.
  4. Identify and describe the six types of reportable conditions (physical abuse, emotional abuse, sexual abuse, neglect, self-neglect, financial exploitation).
  5. Evaluate potential safety concerns, conduct in home safety assessments, and employ effective strategies for responding to safety concerns to ensure the wellbeing of the client and case manager.

Course Schedule: Full Day: 9:15am-4:00pm (5 hours instructional time)

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