What is the best first step for a case manager to take in the engagement process with clients?

The most effective first step for a case manager in the engagement process with clients is to focus on reviewing self-advocacy skills. This is because helping clients articulate their needs, preferences, and goals is essential to establishing a trusting relationship between the case manager and the client. By fostering self-advocacy, clients gain empowerment and a sense of control over the services they will receive, which enhances their overall engagement in the case management process.

When clients are equipped with the skills to express their desires and concerns, they become active participants in their treatment journey. This collaboration not only boosts their motivation but also ensures that the services provided align with their specific needs and aspirations. Hence, promoting self-advocacy sets a collaborative tone right from the beginning, which is crucial for successful case management.

In contrast, reviewing the case manager's credentials may not directly involve the client in the engagement process and could create a power imbalance. Discussing fees and payment options typically addresses logistical matters but may not build rapport or trust. Providing a detailed report of services can overwhelm clients at the outset, diverting focus from what they truly want and need from the relationship.