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; housing and homelessness service providers; community supervision agencies, such as probation or parole; and correctional agencies, such as local jails or state prisons. 

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 specialized housing or homelessness service provider is the lead case planner, the staff member who creates case, service, or treatment plans and conducts case management for program participants may be a housing case manager, housing navigator, social worker, or other housing agency staff member. 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.