What should a case manager ensure when referring a client to a resource for family budgeting skills?

A case manager must prioritize that the services offered match the client’s needs when referring them to a resource for family budgeting skills. This means understanding the specific financial challenges the client faces, such as managing expenses, income stability, or learning specific budgeting techniques. If the services do not target these needs, the referral would likely be ineffective, ultimately hindering the client’s progress.

Matching services to the client’s needs ensures that the intervention will be relevant and beneficial, increasing the likelihood of positive outcomes in their financial management journey. This approach also fosters a tailored, client-centric model of care that is vital in behavioral health case management.