The agency that takes the lead in case planning and case management, referred to here as lead case planner, can vary based on several factors, such as available funding, pre-existing relationships among agencies in the jurisdiction, and the needs and goals of the participant. The most common lead case planners are: community-based behavioral health treatment providers; community supervision agencies, such as probation or parole; and correctional agencies, such as local jails or state prisons; and housing and homelessness service providers.
The following graphic shows an example centered around the lead case planner that oversees the case planning process and engages the appropriate people from each partnering agency, the participant, and people in the participant’s support system during the diversion and reentry process. When a correctional agency is the lead case planner, the staff person who creates case plans—also known as reentry, service, or discharge plans—and conducts case management may be a corrections officer, correctional health worker, correctional counselor, discharge planner, or reentry case worker. The staff member assigned to this role may vary depending on the jurisdiction and the size of the agency. Click on the categories within the below diagram to view examples of the kinds of information partners in a case management team usually keep in their records about participants and what information the lead case planner should share with and receive from these partners.
For more information, view this webinar, which provides additional information and examples on how a community-based behavioral health treatment provider can facilitate interagency collaboration and information sharing, staff training, and screening and assessment.