Magnolia Project Case Management Terms


Accepted Services: The client has told the Case Manager that she agrees to participate in the program and has signed the informed consent forms.

Address: The case manager and the participant are actively working on a particular problem.

Baseline: information gathered at the beginning. Any subsequent changes are compared to baseline information.

Beck Depression Inventory (BDI-II): self-report instrument intended to assess the existence and severity of symptoms of depression as listed in the DSM-IV.

Case Management My Life's Story: Data collection form used for documenting a participant's risk profile, intervention strategy and outcomes from the intervention.

Case Management and Magnolia Clinic: participant is enrolled in Magnolia Case Management and receives medical care services at the Magnolia clinic.

Case Management Only participant is enrolled in Magnolia Case Management but does not receive medical care services at the Magnolia clinic.

Closed: If a prospective participant is not eligible, not engaged or does not accept services, change from 'pending' to 'closed'. Or, if a participant has accepted services, after their time is complete, change from 'open' to 'closed'. In both situations, put a closed date.

Community Involvement: participant is active and regularly participates in groups or activities that contribute to strengthening the community.

Data: Information recorded on forms. Data can be numbers or words.

Data Entry: Data collected is entered on the database.

Date Closed: Date participant is taken of the Magnolia Project rolls.

Date Intervention Completed: Date for the following: 1) Magnolia Completed (intervention with Case Manager or other Magnolia Clinic staff began), or 2) Referral Completed (participant followed through with referral to outside agency or service), or 3) Group Completed (participant completed required attendance for the group).

Date of Initial Assessment: Date Case Manager does intake forms with participant.

Date of Outcome: Date when: 1) problems were managed or resolved, or 2) the participant was closed to Case Management.

Date received by Case Management: Date Case Managers receive referral for a prospective participant.

Document: To record, to write down.

Eligible: The potential participant meets the eligibility requirements to enroll in the Magnolia Project.

Engaged: The prospective participant has been physically located and then talked to about case management.

Family Support: participant has access to and regularly communicates with family member(s) who are helpful and supportive.

Follow-Up: repeat administration of data collection instrument at some point after baseline administration

Group Completed: participant has completed recommended number of sessions within a group.

Groups: regularly scheduled educational group meetings attended by participants in Level II. Each group covers information related to one of the three categories described in the grant: 1) Health, 2) Family and Community, and 3) Poverty and Social Inequity.

Health Exam: Magnolia grant objective as of June 1, 2005. Every CM participant is to have a yearly health exam. Date of yearly Health Exam is documented on My Life's Story.

History Of: Problems that occurred before Initial Assessment with a Magnolia Case Manager.

IA: Initial Assessment problem is present and is identified at Initial Assessment.

Identify: Case Manager finds out that the participant currently has and/or has had a particular problem in the past.

Initial Assessment: Participant has agreed to enroll in the program and Case Manager does the first assessment of the participant's history and current risk factors.

Intervention: Middle section on Problem Checklist. Used to document what was done to address identified problems.

Intervention Completed: Section on My Life's Story used to document the following: 1) Magnolia Completed=intervention with Case Manager or Clinic staff has begun, or 2) Referral Completed=participant followed through with referral to outside agency or service.

Intervention Delivery: approach used to address an identified problem. Two kinds: 1) Case Manager or other Magnolia staff does the intervention by giving medical treatment, counseling, advice or encouragement to the participant, or 2) Case Manager refers participant to an outside agency for services. A participant can have a double intervention for a single problem where both Magnolia staff and an outside agency are providing services.

Magnolia Clinic Staff: Anybody who works at or for the Magnolia Clinic.

Magnolia Completed: Intervention with Magnolia staff (CM or any Clinic staff) has begun.

Occurrences: Section on My Life's Story used to document the order in which the problem was identified, after the participant enrolled in Magnolia.

Occurrence Codes: code used to indicate when and how often problems were identified, after participant enrolled in Magnolia.

IA= problem is identified at initial assessment


a) problem is identified for the first time after initial assessment.

b) problem was identified at IA, an outcome was recorded on My Life's Story and is identified again.

2= problem is identified again after occurrence # 1.

3= problem is identified again after occurrence # 2.

4, 5, 6, ... record as described above.

Occurrence Date: date when the problem was identified after participant enrolled in Magnolia.

Open: The client accepts services. The Case Management database should reflect that the client is eligible, was engaged, and accepted services ('yes' for each).

Outcome: Right hand section on My Life's Story used to document if the behavior or the situation changed after a reasonable amount of time was spent doing the intervention. Following are the five possible outcomes and their definitions. Outcome definitions are also found on the bottom section of My Life's Story.

• Resolved: The participant has dealt with the problem to the point where it no longer exists.

• Managed: The problem still exists and the participant is actively working to resolve it.

• No Resolution Possible: The participant has been referred to all possible agencies/services and is not eligible or has explored other options without success.

• Not Resolved: The problem still exists. The participant did not work on it to the point of resolution.

• Not Addressed: The participant and/or the caregiver chose not to address the problem.

Participant Chart/ID No.: Unique number assigned to each Magnolia participant.

Perceived Stress Scale (PSS) : Scale used to determine participants' stress level.

Pending: All potential clients start at this status. The case manager is finding out if they are eligible or is engaging them.

Problem: Risk factor for poor birth outcomes.

Problem Code : number assigned to problems identified from 1 ( Alcohol Abuse) to 23 (Job Placement/Employment). Located on My Life's Story, under Level 1 or Level 2 "Problem Code ".

Problem Identification: Left hand section of the problem checklist used to document any history of or current risk factors for a participant. Some of the problems listed, such as # 28 (Low birth weight: previous) can only be documented as "History Of" problems on My Life's Story.

Referral Completed: participant followed through with referral to outside agency or service.

Referral to other Agency: Case Managers refer participants for resources and services available through other agencies outside the Magnolia Project. Referrals can be "paper referrals" or verbal (the CM tells the participant where a service is available).

Resolved pre-Magnolia: a risk factor that occurred and was resolved before the participant enrolled in Magnolia.

Risk Factors/Risk Factors For Poor Birth Outcomes: Problems that make a participant more likely to deliver a baby who a) is preterm or low birth weight, or 2) dies before its first birthday.

Self-Efficacy: belief in one's capabilities to organize and execute the courses of action required to manage prospective situations (Bandura, 1995, Self-Efficacy in Changing Societies). In other words..."I believe in my own ability to come up with, and carry out a plan that will help me take care of anything that comes my way."

Social Network: participant has access to and regularly interacts with persons who are not blood related but who are helpful and supportive.

Spirituality: participant holds spiritual values and beliefs that have a positive influence in her life.

Stable Relationship: participant has significant other who is helpful, supportive and a positive influence.

WEW: Women Enlightening Women Support Group.