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1. Screening. The first step in a case management process flow is to determine if the case needs the process at all. This prevents businesses from doing unnecessary work and keeps the system uncluttered.
In a case management conference, you discuss plans and status for the case for procedures (like discovery), going to some form of alternative dispute resolution (ADR), and schedules (when to have a trial). You do not argue your case at the conference.
The first step in developing a case management plan is to assess the situation of the client or population you are serving. This involves gathering relevant information about their medical history, current condition, needs, preferences, goals, resources, barriers, and risks.
The basic steps in the management planning process involve creating a road map that outlines each task the company must accomplish to meet its overall objectives. The first step of the management planning process is to identify specific company goals.
Differentiated case management (DCM) is a tech- nique courts can use to tailor the case management processand the allocation of judicial system re- sourcesto the needs of individual cases.
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There are four basic levels involved with case management intake, needs assessment, service planning, and monitoring and evaluating which will be analyzed here.
A successful case management process consists of five core components: intake, needs assessment, risk evaluation, service planning, and monitoring and evaluation.

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