HUMN 4001: Case Management For Persons In Need Sample Letter ✓ Solved

HUMN 4001: Case Management for Persons in Need Sample Letter

HUMN 4001: Case Management for Persons in Need Sample Letter of Assistance. Prepare a professional sample letter requesting home health-aide and related services for a client, including agency header, recipient, client details, services requested, attachments, and coordination plan.

Paper For Above Instructions

Executive Summary

This paper provides a professional, practice-oriented sample letter of assistance for case managers requesting home-based services for a client. The letter follows standard case-management and confidentiality practices, includes agency header information, recipient details, client identifying information (age, living situation, relevant medical and psychosocial conditions, estimated discharge), a clear list of requested services pending physician approval and agency evaluation, documentation of signed consent and attached summaries, a plan to coordinate a telephone consultation, and a professional closing with case-manager contact information (CMSA, 2016; NASW, 2017).

Rationale and Best Practices

Letters of assistance are concise clinical and administrative communications used to coordinate post-discharge supports and ensure continuity of care. Effective letters should be clear about the client’s needs, the specific services requested, legal authorization to share information, and the proposed coordination steps (IHI, 2017; CMS, 2020). Including psychosocial context and concrete service requests reduces delays in service initiation and aligns interprofessional teams around shared goals (Coleman et al., 2006; Naylor et al., 2011). Documents must respect privacy laws and professional ethics; therefore signed consent and documentation of attached clinical summaries should be explicitly noted (NASW, 2017; ANA, 2015).

Key Components Included in the Sample Letter

• Agency logo and address (for identity and routing).
• Recipient name and agency affiliation (to direct the request).
• Purpose line or subject (to focus the reader immediately).
• Client identifying information: name, age, living situation, brief medical/psychosocial history, and anticipated discharge date.
• Explicit list of services requested, conditional on physician orders and agency evaluation (e.g., home nursing visits, social work follow-up for psychiatric needs, home-health aide assistance).
• Statement about signed consent and attached medical/psychosocial summaries.
• Plan to follow up by telephone to arrange intake and coordination.
• Professional closing with case manager name, title, agency, and contact information.

These elements reflect standards of practice for case management and facilitate timely, coordinated care transitions (CMSA, 2016; IHI, 2017).

Sample Letter of Assistance

Date: December 1, 2011

To: Ms. Joyce M. Fuller, RN

Director of Patient Services

Sophia Visiting Nurse Association

585 Plain Street

Sophia, NJ 01550

Re: Request for home health–aide and home health services for Ms. Georgia Vakrasis

Dear Ms. Fuller,

I am writing on behalf of my client, Ms. Georgia Vakrasis (DOB: [insert DOB]; age 60), who currently resides alone at [client address]. Ms. Vakrasis will be discharged from [hospital name] following [insert description of relevant surgical procedure or health problem] on [anticipated discharge date]. She has significant physical limitations related to her current medical condition and a documented history of depressive symptoms that may impact recovery and adherence to treatment plans.

Pending physician orders and your agency’s evaluation, we are requesting the following services to support safe discharge and recovery:

1. Home nursing visits for post-operative wound checks, medication reconciliation, and reinforcement of discharge instructions.
2. Home-health aide services for assistance with activities of daily living (ADLs) including bathing, dressing, and meal preparation until functional status improves.
3. Social work follow-up to support continuity of psychiatric care and to arrange outpatient behavioral health appointments and community supports.

Ms. Vakrasis has provided written consent authorizing Burlington Community Services to share relevant medical and psychosocial records with the Sophia Visiting Nurse Association. Enclosed are her signed consent forms and summary copies of medical and psychosocial assessments for your records and review.

I will contact your office on [specific date] to arrange a telephone consultation with the agency representative who will coordinate intake and scheduling. If you require additional clinical details, orders, or clarifications prior to that call, please contact me at (555) 555-0123 ext. 45 or via secure email at cforas@burlingtoncs.org.

Thank you for your prompt attention to this request. I look forward to collaborating with your team to ensure a safe and supported recovery for Ms. Vakrasis.

Sincerely,

Cynthia B. Foras

Case Manager, Day Treatment Center

Burlington Community Services

Sophia, NJ 01550

Phone: (555) 555-0123 ext. 45 | Email: cforas@burlingtoncs.org

Practice Notes and Tips

When sending letters of assistance, attach relevant clinical summaries, medication lists, and signed releases to expedite triage (CMS, 2020). Use standardized language for service requests and avoid ambiguous terms; specify duration or frequency where appropriate (e.g., "home-health aide for up to 4 weeks, evaluating ADL progress weekly"). Maintain clear follow-up commitments (date and method) to ensure coordination across organizations (IHI, 2017; Coleman et al., 2006). Respect client privacy and document the release in both sending and receiving records (NASW, 2017).

Finally, monitor outcomes after service initiation—readmission risk, functional progress, and client satisfaction are key indicators for evaluating the effectiveness of post-discharge services (Naylor et al., 2011; WHO, 2016).

References

• Case Management Society of America. (2016). Standards of Practice for Case Management. CMSA.
• National Association of Social Workers. (2017). NASW Code of Ethics. NASW Press.
• Centers for Medicare & Medicaid Services. (2020). Home Health Agency Conditions of Participation. CMS.
• American Nurses Association. (2015). Nursing: Scope and Standards of Practice. ANA.
• Institute for Healthcare Improvement. (2017). Improving Transitions of Care: Toolkit and Resources. IHI.
• Coleman, E. A., Parry, C., Chalmers, S., & Min, S. J. (2006). The Care Transitions Measure: Results and Implications. Journal of the American Geriatrics Society, 54(9), 1523–1529.
• Naylor, M. D., Aiken, L. H., Kurtzman, E. T., & Olds, D. M. (2011). The Importance of Transitional Care in Reducing Readmissions. The Annals of Internal Medicine, 155(5), 325–347.
• World Health Organization. (2016). Framework on integrated, people-centred health services. WHO.
• Townsend, M. C. (2014). Essentials of Psychiatric Mental Health Nursing: Concepts of Care in Evidence-Based Practice. F.A. Davis.
• Reuben, D. B., & Tinetti, M. E. (2012). Goal-Oriented Patient Care — An Alternative Health Outcomes Paradigm. New England Journal of Medicine, 366, 777–779.