Preparing for Your First Call With a Case Manager
A first call with a case manager can feel like a lot. You may be tired, short on time and unsure where to start. A few minutes of preparation can make the call calmer and more useful.
Write down your goal in one sentence
Start with the kind of help you want, in your own words. For example: "I need help understanding which community programs fit my family" or "I want someone to help me keep appointments organized." You do not need the right terms.
Gather the basics
Your name and the best way and time to reach you
The names of the programs, schools or offices you are already working with
Any letters, dates or deadlines you are worried about
A pen and paper for notes
Bring your questions
The Agency for Healthcare Research and Quality encourages people to write questions down before a visit through its Questions Are the Answer program. The same habit helps on a case management call. Good starting questions:
What can you help with, and what can you not help with?
What will happen after this call, and who will contact me?
How do I reach you if something changes?
Are there costs, and when will I know them?
What to leave out
You do not need to share detailed medical history on a first call. Share what you are comfortable with, and ask how your information is handled.
What a case manager cannot do
A case manager helps you find, understand and reach resources. Case management is not therapy, medical care or legal advice, and no one can promise money, housing or a particular result.
Safety note
For a medical emergency, call 911. For emotional distress or thoughts of suicide, call or text 988 to reach the 988 Suicide and Crisis Lifeline, available 24/7. AEIC case management is not a crisis service.
Ready to reach out?
Not sure which route fits? Contact AEIC, call 877-396-3330 or email info@aeiccasemanagement.com.
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