Online Templates for Case Manager

Case Manager Templates

Are you in the Case Manager role and looking for Social Services template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Social Services, you’re in the right place. We build powerful online templates for Case Managers like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Social Services templates created, get in touch to discuss.

Case Manager Template Examples

Template Name: Case Manager Monthly Report
Description: This template is used to provide a comprehensive overview of the cases managed by the case manager in a given month. It includes details such as the number of cases opened, closed, and pending, along with the average resolution time and any notable trends or patterns observed. The report also highlights any challenges faced and the steps taken to address them.
Basic Layout: The template begins with a header section containing the case manager’s name, department, and the reporting month. It then includes sections for case statistics, such as the number of cases opened, closed, and pending, followed by a breakdown of case types. The report also includes a section for average resolution time and highlights any significant observations or challenges faced during the month.

Template Name: Case Manager Workload Analysis
Description: This template is used to analyze the workload distribution of the case manager and ensure equitable allocation of resources. It helps identify any imbalances in the workload and assists in making informed decisions regarding case assignments and resource allocation.
Basic Layout: The template consists of a table with columns representing different case types and rows representing different case managers. The cells in the table contain the number of cases assigned to each case manager for each case type. The template also includes a summary section that calculates the total number of cases assigned to each case manager and provides an overview of the workload distribution.

Template Name: Case Manager Performance Evaluation
Description: This template is used to evaluate the performance of case managers on a monthly basis. It assesses various key performance indicators, such as case resolution time, customer satisfaction ratings, and adherence to established protocols and guidelines.
Basic Layout: The template begins with a header section containing the case manager’s name and the evaluation period. It then includes sections for each performance indicator, with columns for target values, actual values, and any deviations. The template also provides space for comments or additional notes regarding the case manager’s performance.

Template Name: Case Manager Training Plan
Description: This template is used to plan and track the training and professional development activities of case managers. It helps ensure that case managers receive the necessary training to enhance their skills and stay updated with industry best practices.
Basic Layout: The template includes sections for listing the training needs and objectives, along with the recommended training programs or courses. It also provides space to record the training dates, duration, and any associated costs. The template may include columns to track the completion status of each training activity and any feedback or evaluation results.

Template Name: Case Manager Meeting Agenda
Description: This template is used to plan and structure the monthly meetings of case managers. It helps ensure that important topics and updates are discussed, and that the meetings are productive and efficient.
Basic Layout: The template includes sections for the meeting date, time, and location. It provides space to list the agenda items, along with the responsible person for each item. The template may also include sections for recording meeting minutes, action items, and any follow-up tasks.

Template Name: Case Manager Communication Log
Description: This template is used to maintain a record of all communication activities related to cases managed by the case manager. It helps track important conversations, emails, and other forms of communication, ensuring a comprehensive and organized documentation.
Basic Layout: The template includes columns for recording the date, time, communication medium (e.g., phone call, email), the recipient, and a brief description of the communication. It may also include sections for attaching relevant documents or files, and a space for additional notes or comments.

Template Name: Case Manager Performance Improvement Plan
Description: This template is used when a case manager’s performance falls below the expected standards. It helps outline specific areas of improvement, set goals, and establish a plan to support the case manager in enhancing their performance.
Basic Layout: The template begins with a header section containing the case manager’s name and the improvement plan period. It includes sections for identifying the performance issues, setting improvement goals, and outlining the steps and resources required to achieve those goals. The template may also include a timeline for monitoring progress and a section for regular feedback and evaluation