HS 2250 Case Management Guide: Mrs. Diaz Vignette
Master your HS 2250 assignment. This guide provides a full sample paper for the Mrs. Diaz case, including the referral, case plan, and all 3 case notes.
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Guide to Your HS 2250 Case Management Assignment
You have the HS 2250 assignment for the Mrs. Diaz vignette. You must create three documents: a Referral Form, a Case Management Plan, and three Client Contact Notes, totaling at least 900 words. This is a foundational assignment in any Human Services or Social Work program.
This task requires you to act as a case manager. You must synthesize the case study, identify needs and strengths, create a measurable plan, and document your work in a professional, legal format. The 900-word count means your case notes must be detailed and thorough.
This guide provides an overview of the key concepts. We include a complete sample paper that fills out all three forms for Mrs. Diaz. We then break down why that paper would score high, giving you the tools to write your own.
Key Concepts in Case Management
Before writing, you must understand the “why” behind the forms. Case management is a collaborative process of “assessment, planning, facilitation, care coordination, evaluation, and advocacy” to meet a client’s needs (Perez et al., 2024). Your assignment simulates this process.
1. The Referral & Intake Form
This is the “front door” to the agency. Its purpose is to capture the client’s basic data and the “presenting problem.” Your prompt gives you this information directly: Rev. Jones referred Mrs. Diaz on Oct. 5th due to financial distress and fear of eviction.
2. The Case Management Plan
This is the “roadmap” for your work. It must be collaborative and built on the client’s strengths. Your prompt requires two key parts:
- Overall Goal: The broad, long-term vision. For Mrs. Diaz, it is to maintain her independent living.
- Measurable Objectives: The prompt requires two SMART objectives. “SMART” stands for Specific, Measurable, Achievable, Relevant, and Time-bound.
Weak Objective: “Mrs. Diaz will feel less poor and lonely.”
SMART Objective: “Mrs. Diaz will apply for at least two new financial benefits (SNAP and HEAP) within 30 days.”
This second objective is measurable (2 benefits) and time-bound (30 days). For more on SMART goals in a health context, see this 2024 study on SMART goal implementation (Stewart et al., 2024).
3. Client Contact Notes (Case Notes)
This is the most important part of your assignment and where you will get your 900 words. Case notes are legal documents. They must be professional, objective, and clear. A good case note allows another case manager to take over the case. Most notes, like the SOAP note model, include four key elements:
- Assessment: Your objective and subjective observations. (e.g., “Client appeared anxious, frequently twisting her hands. She stated, ‘I’m just so overwhelmed.'”)
- Intervention: What you, the case manager, did. (e.g., “CM reviewed the SNAP application with the client.” “CM used motivational interviewing to explore…”).
- Response: How the client responded to your intervention. (e.g., “Client stated she understood the process.” “Client agreed to call…”).
- Plan: What happens next. (e.g., “CM will follow up on 10/24. Client will gather her bank statements.”).
Full Sample Paper: HS 2250 Mrs. Diaz Vignette
Here is a complete sample assignment. It includes all three forms, filled out in detail to meet the 900+ word count and all prompt requirements.
Agency Referral/Inquiry Form
Date of Referral: 10/05/2025
Client Name: Diaz, Maria
Client ID: MD-1005
Date of Birth (DOB): 04/10/1958
Address: 123 E 161st St, Apt. 2B, Bronx, NY 10451 (Fictional)
Telephone: (718) 555-1234
Preferred Language: English
Referral Source: Rev. Jones, South Bronx Community Church
Reason for Referral / Presenting Problem:
Rev. Jones called on behalf of his parishioner, Mrs. Diaz. He reports that Mrs. Diaz is a 67-year-old widow whose husband passed away approximately one year ago. She is experiencing significant financial distress and is “overwhelmed with mounting bills.” She expressed a strong fear to Rev. Jones that she “won’t be able to stay in her apartment.” Client also reportedly needs assistance with filing her taxes. Rev. Jones states the client seems lonely and isolated since her son lost his job and has been visiting less. He believes she needs help applying for benefits and connecting to community resources.
Initial Action Taken: Scheduled an in-home intake appointment for 10/10/2025 at 1:00 PM.
Case Management Plan
Client Name: Diaz, Maria
Client ID: MD-1005
Date: 10/17/2025
Case Manager: Jane Doe, BSW
Strengths Identified: Client is resilient, articulate, and has a strong connection to her church community. Client identifies a love for cooking. Client has a high school education and local family, although they are currently unable to provide financial support.
Needs/Barriers Identified: Client has an immediate financial deficit, no current medical provider, and is experiencing social isolation and symptoms of depression (loss of interest). Client also needs tax preparation assistance.
Overall Goal: Client will achieve financial stability and improve social and health connections to maintain her independent living situation long-term.
| Measurable Objective | Activities / Tasks (with responsible party) | Target Date |
|---|---|---|
| 1. Client will apply for at least two (2) new sources of financial assistance within 30 days. |
|
11/17/2025 |
| 2. Client will establish one (1) new community connection and complete one (1) initial medical appointment within 60 days. |
|
12/17/2025 |
This plan was developed in collaboration with Mrs. Diaz. She has reviewed the goals and activities and agrees to participate. She has been provided with a copy of this plan.
Client Signature: _________________________
Case Manager Signature: ______________________
Client Contact Notes
Client Name: Diaz, Maria
Client ID: MD-1005
Assessment: Case Manager (CM) arrived at client’s home at 1:00 PM for the scheduled intake appointment. Client (Mrs. Diaz) was appropriately dressed and groomed. Her one-bedroom apartment was observed to be tidy and clean. Client presented as anxious and “a little embarrassed” but was cooperative and articulate. Client confirmed her preferred language is English. She reported her primary stressor is financial, stating, “I just don’t know how I’m going to pay the rent next month.” She reported her son was helping, but he lost his job and can no longer assist with groceries or utilities. Client confirmed her only income is Social Security. She has no other financial assistance. Client reports her husband’s medical bills and burial expenses “wiped out” her savings. Client also expressed feelings of loneliness and social isolation. She stated the anniversary of her husband’s death is approaching. She reports her children in the Bronx are “busy” and do not visit often. Client stated, “I love my church, but I just don’t have the energy to go lately.” She also lost interest in cooking, which was a primary hobby. Client expressed worries about her health, specifically diabetes, noting a family history. She does not have a primary care provider (PCP).
Intervention: CM built rapport with Mrs. Diaz and explained the role and services of the agency, emphasizing client confidentiality. CM completed the full bio-psycho-social intake assessment form. The CM used a strengths-based approach, identifying client’s resilience, high school education, and connection to her church as key strengths. CM and client identified three priority needs: 1) Immediate financial assistance, 2) Connection to a medical provider, and 3) Addressing social isolation/depression. CM explained the case management plan (CMP) process and how they would work together to create measurable goals.
Response: Mrs. Diaz appeared to relax as the interview progressed. She stated she “felt better just talking about it.” She agreed to work with the CM and signed the release of information and consent for services forms. She agreed to a second meeting to develop the CMP.
Plan: CM will schedule a follow-up visit for 10/17/2025 to collaboratively develop the Case Management Plan. CM will research local senior centers and Medicare-accepting PCPs in the interim.
Jane Doe, BSW
Case Manager, South Bronx Community Services
Assessment: CM arrived at client’s home at 10:00 AM. Client presented as less anxious than the previous meeting. She had a folder with her Social Security letter, lease, and a utility bill, as discussed. She stated, “I’m ready to figure this out.” Client still reported feelings of loneliness but seemed more hopeful. She confirmed she has not yet contacted a doctor.
Intervention: CM reviewed the purpose of the visit: to collaboratively create a Case Management Plan (CMP). CM used a strengths-based, client-centered approach. CM presented two overarching goals: 1) Address financial stability, and 2) Re-engage with community and health services. Mrs. Diaz agreed these were her top priorities. For the financial goal, CM identified SNAP and HEAP as the most relevant benefits. CM and client collaboratively created Objective 1: “Client will apply for at least two (2) new sources of financial assistance within 30 days.” CM and client then broke this down into manageable activities (CM provides apps, Client gathers docs, CM assists with submission). CM also provided a flyer for the AARP Tax-Aide program, which addresses her tax concern. For the second goal, CM used client’s stated strengths (love of cooking, church connection). CM presented a list of two local senior centers that offer cooking classes and a list of church-based social groups. CM also provided a list of three local PCPs accepting new patients. Client and CM created Objective 2: “Client will establish one (1) new community connection and complete one (1) initial medical appointment within 60 days.” Activities were created for this objective (see CMP).
Response: Client was an active participant in planning. She stated the objectives “seem manageable” and that she was “glad to have a plan.” She expressed specific interest in the senior center with the cooking class. Client reviewed and signed the completed CMP. CM provided client with a copy.
Plan: CM will email links to online SNAP/HEAP applications to client’s daughter (with client’s permission) and mail paper copies to client. Client’s task is to gather her remaining documents (bank statements) before the next meeting. CM will schedule a follow-up visit for 10/24/2025 to assist with application completion.
Jane Doe, BSW
Case Manager, South Bronx Community Services
Assessment: CM arrived at client’s home at 1:00 PM. Client reported she had gathered all required documents for the SNAP and HEAP applications and had them in a folder. She stated she “felt stuck” on the SNAP application and was worried about “answering a question wrong.” Client reported she had not yet called the senior center or the doctor’s office, stating, “It’s been a hard week, with Sammy’s anniversary.” Client’s mood appeared more subdued than the previous meeting, but she was still engaging and future-oriented.
Intervention: CM used active listening and validation regarding the difficulty of the upcoming anniversary. CM normalized her feelings of grief. CM then re-focused the meeting on the tasks at hand, using a supportive, directive approach. CM and client sat together and completed the SNAP application online, page by page. CM explained each section and ensured client understood the questions before answering. The application was successfully submitted. CM then reviewed the paper HEAP application with the client and left a pre-stamped, addressed envelope. For Objective 2, CM and client used CM’s laptop to look at the website for the “Casa Boricua” senior center. Client noted they have a “Bomba and Plena” dance class, which she has not done in years, in addition to the cooking class. CM used motivational interviewing to explore her ambivalence about calling, and client identified her fear of “not knowing anyone.” CM problem-solved with client, suggesting she could ask her daughter or son to attend the first activity with her.
Response: Client expressed significant relief upon submission of the SNAP application, stating, “I could not have done that alone.” Client’s mood visibly brightened when discussing the senior center’s dance class. She agreed to call the center by the end of the week. She also agreed to call one of the PCP offices listed.
Plan: Client will complete and mail the HEAP application. Client will call the Casa Boricua senior center for an enrollment packet. Client will call Dr. Ortiz’s office to schedule a new patient appointment. CM will follow up via phone in one week (10/31/25) to check on progress for these three tasks. Next in-person visit scheduled for 11/14/25.
Jane Doe, BSW
Case Manager, South Bronx Community Services
Expert Breakdown: How to Ace Your Assignment
The sample paper above is a perfect, multi-page response. It scores maximum points. Here is why it works.
1. All Forms are Complete and Professional
All three forms are typewritten, dated, and use the client ID. The language is professional, respectful, and avoids slang, as required. The referral form is clear and concise.
2. Objectives are Measurable (SMART)
This is the most critical part of the prompt. The objectives are not vague.
- Weak: “Client will get financial help.”
- Strong: “Client will apply for at least two (2) new sources of financial assistance within 30 days.”
3. Plan is Strengths-Based
The prompt asks if you used the client’s strengths. The sample does. Instead of just “go to any senior center,” the case manager finds one with a cooking class, linking the intervention to Mrs. Diaz’s stated strength (“loves to cook”). This shows high-level case management skill.
4. Case Notes are Detailed (900+ Words)
The prompt’s 900-word minimum is a test of thoroughness. The sample notes are long and detailed. They include all four key elements:
- Assessment: “Client presented as anxious,” “mood appeared subdued.”
- Intervention: “CM used active listening and validation,” “CM and client sat together and completed the SNAP application.”
- Response: “Client expressed significant relief,” “Client’s mood visibly brightened.”
- Plan: “Client will complete and mail HEAP app,” “CM will follow up via phone in one week.”
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Frequently Asked Questions
Q: What is a case management plan?
A: A case management plan is a collaborative, written document that outlines the client’s goals, the objectives needed to meet those goals, and the specific activities (tasks) that the client and case manager will perform to achieve the objectives. It is the ‘roadmap’ for the entire case management process.
Q: How do you write a ‘measurable objective’?
A: A measurable objective uses the SMART framework: Specific, Measurable, Achievable, Relevant, and Time-bound.
Weak objective: ‘Client will feel less lonely.’
SMART objective: ‘Client will attend at least two new community activities (e.g., church group, senior center) within 60 days.’
Q: What are the four elements of a good case note?
A: While formats vary (like SOAP or DAP), all good case notes include four key elements: 1. Assessment: The case manager’s observations of the client (mood, appearance, statements). 2. Intervention: The specific actions the case manager took during the meeting (e.g., ‘assisted client with SNAP application’). 3. Response: How the client responded to the intervention. 4. Plan: The specific plan for what happens next (e.g., ‘CM will follow up on 10/24. Client will call senior center.’)
Q: What is a ‘strengths-based’ approach in the Mrs. Diaz case?
A: A strengths-based approach focuses on what the client can do, not just their problems. For Mrs. Diaz, her problems are finances and loneliness. Her strengths are that she ‘loves to cook’ and her ‘church is very important to her.’ A strengths-based plan would use these strengths, e.g., ‘Link client with a church group’ or ‘Find a senior center with a cooking class’ to address the loneliness.
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