Psychology 40
Case Management & Treatment Planning
Spring 2009
San Joaquin Delta College
5151 Pacific Avenue
Stockton, Ca 95207
Email: alagrutta@deltacollege.edu
Instructor: Annaliza Lagrutta, M.A
Class Hours: Thursday 6:30-9:30
Cunn 429
Prerequisites: Reading Level II
Catalog Description: This course is a review of basic skills for effective and efficient case work
management. The course will include goal analysis, identification and specification of client
objectives, case planning, client contracting, data collection, record keeping and client progress
evaluation and reporting. Skills are applied using actual client examples. Participants will be
expected to write case plans, client contracts, and treatment goals. You will be expected to
demonstrate mastery of all other case management work skills. (UC, CSU, CAN Psy 2)
Required Text: Psychology: Fundamentals of Case Management Practice, Nancy Summers.
3rd. Edition, Brooks/Cole Cengage Learning.
General Aims:
1. To provide understanding in the process of effective case management.
2. Gain knowledge of efficient method of case management.
3. To become familiar and aware with referral sources in the community.
4. Analyze both objective and subjective methods of progress evaluation.
5. Understand the development of discharge planning.
6. Understand the development of progress writing and demonstrate your ability to write a
progress note
7. To come to appreciate some of the workings of the mind.
8. To develop an awareness of the methods of inquiry used in the field.
Obligations of the Student:
1. Read scheduled modules ahead of class and be knowledgeable and prepared to discuss
chapters.
2. Attend each class as per the college attendance policy.
3. Participate in class discussions, exercises, and group activities.
4. Completed required tests, group projects and assignments on time. No make up or late
work will be accepted.
5. Please make sure you put your name and the class time on your papers.
6. Give your full attention to the instructor or student who is speaking. DO NOT talk or have
side conversations during lecture. Cell Phones OFF
7. Be on time for class and do not leave early.
8. You are responsible for all materials presented and assignments made during an
absence.
Individual Presentation (Due April 2nd)
 You will be expected to visit a community agency and inquire about the type of services
they provide, who is eligible and the current target population they serve. You will also
need to identify the type of case management the agency provides.
 You will write a 3-4 page report (double space with cover page) and you may add flyers
or pamphlets from that agency. These do not count as pages required for the paper.
 You will present your report to the class (5-10 Min is sufficient)
 Report = 50pt + Presentation = 50pt. Total of 100 points
Group Case Study/Activity (Due April 16th)
 You will have the opportunity to create your own case study using the psychological
methods in case management you have learned in this class.
 You will work in groups of 3.
 Group activity will be the last 20 min. of class.
 Your group will present your case study and findings during your group case study
presentation.
 The group case study presentation is worth 50 points per student.
Exams:
 Type: There will be 2 exams and 1 final exam. Each exam is worth 100 points.
 Coverage: Exams will cover anywhere from (four- six) chapters from the text, lectures,
and presentations. There is not enough lecture time to cover the chapters completely.
You will, unless instructed otherwise, be responsible for the entire content of assigned
chapters.
 Dates: Exams must be taken on designated dates and times. They may not be taken
late. No make ups are available. If you have a school activity that will require you to be
off campus or out of town you must arrange a test date with the instructor.
 Final Exam: The final exam will cover the last 7 chapters of the text book and lectures.
The date for the final is Thursday, May 21st.
Attendance:
 You must attend all classes. According to the Delta College policy, only 9 absences for
MW are allowed. It is the student’s responsibility to keep track of absences.
Grades:
 The total number of points earned throughout the semester determines final grades.
Minimum requirements for grades are based on the following:
90% - 100% = A
89% - 80% = B
79% - 70% = C
69% - 60% = D
0% - 59% = F
THERE ARE NO MAKE UP TESTS NOR ARE LATE PAPERS ACCEPTED
REGARDLESS OF THE REASON. PLEASE DO NOT ASK FOR SPECIAL TREATMENT
REGARDING THE FOREGOING.
Date
TH1/15
TH1/22
TH1/29
TH2/5
TH2/12
TH2/19
TH2/26
TH3/5
TH3/12
TH3/19
TH3/26
TH4/2
TH4/9
TH4/16
Topic
Assignment
Points
Earned
Points
Possible
Chapter 1 Ethics & Other Professional
Responsibilities of Human Service
Workers
Chapter 2 CM Definition & Responsibility
Chapter 3 Applying Ecological Model
Chapter 4 Cultural Competence
Chapter 16 Social History & Assessment
Chapter 14 Documenting Initial Inquiries
Chapter 24 Documentation & Recording
Chapter 5 Attitudes & Boundaries
Chapter 6 Clarifying Who Owns the
Problem
Chapter 18 Mental Status Exam & 5150
Detention
Exam 1 Chapters 1-6
Chapter 7 Identifying Good/Poor
Responses
Chapter 8 Listening & Responding
Chapter 9 Asking Questions
Chapter 10 Bringing Up Difficult Issues
Chapter 11Addressing and Disarming
Anger
Chapter 12 Combination Skills
Chapter 13 Putting It All Together
Chapter 19 Receiving & Releasing
Information
Exam 2 Chapters 7- 11
Chapter 15 First Interview
Chapter 17 Using the DSM
Chapter 20 Facilitating a Meaningful
Change & Recovery
Chapter 21 Developing a Service Plan
Chapter 22 Preparing for a Service
Planning Conference or Disposition
Chapter 23 Making a Referral and
Assembling Records
Chapter 25 Monitoring the Service or
Treatment
Chapter 26 Developing Goals and
Objectives at the Provider Agency
Chapter 27 Terminating the Case
*
*
100 pt.
*
100 pt.
*
*
4/204/25
Spring Break
TH4/30
Student Presentations
TH5/7
Student Presentations
TH5/14
Student Presentations
TH5/21
Final Exam Chapters 15, 2026
100 pt.