Training Technology: Case Management

Mikal Cohen, Patricia Nemec, Marianne Farkas, & Rick Forbess

Training Technology: Case Management


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Audience: Recommended for use by instructors and trainers as part of an academic course, staff training, workshop, or seminar in the skills of case management.


Case management is a process by which consumers are supported in negotiating for services that they need and desire. It is a person-oriented approach that responds to clients’ individual needs for assistance rather than the needs of the service system.

This technology is designed to teach case managers any, or all, of four essential activities: planning for services, linking clients to services, advocating for service improvements, and connecting with clients. Each activity can be taught independently of the others, allowing trainers to tailor the technology to their specific training needs.

Training Package Contents

  • Trainer Orientation Guide (PDF file)
  • Training Modules (6 books in PDF files)
  • Reference Handbooks (6 books in PDF files)
  • PowerPoint® Slides (PDF files)
  • Video Demonstration (YouTube link, 11 excerpts, approximately 2 hours)

Training Package Contents are sent to you via e-mail.

Citation: Cohen, M., Nemec, P., Farkas, M., & Forbess, R. (1998, 2010). Training technology: Case management. Boston: Boston University Center for Psychiatric Rehabilitation.

If you are interested in Consultation/In-Service Training about how to best use these training materials in your program or agency, please contact:

Marianne Farkas, Director of Training,
Rick Forbess, Associate Director of Training,

Product Details

Published: Edited and revised format 2010

Table of Contents

Connecting with Clients
Planning for Services
Linking Clients to Services
Advocating for Service Improvements


mikal Mikal Cohen, PhD, was associate executive director at the Center for Psychiatric Rehabilitation and research associate professor of rehabilitation counseling at Boston University. Dr. Cohen developed psychiatric rehabilitation and case management training technology and wrote numerous journal articles, books, book chapters, and monographs.



nemec Patricia Nemec, PsyD, is an internationally recognized trainer in psychiatric rehabilitation, and was the director of the academic specialization in psychiatric rehabilitation at Boston University (now closed). She has played an important role on curriculum development teams for the Boston University Center for Psychiatric Rehabilitation as well as for regional training projects in psychiatric rehabilitation and academic curriculum development for undergraduate and graduate programs in health and rehabilitation sciences. As an active contributor to the US Psychiatric Rehabilitation Association, Pat was a key member of the task force groups that developed the USPRA Language Guidelines and the most recent revision of the USPRA Multicultural Principles. She is the current Vice President of the Commission responsible for the Certified Psychiatric Rehabilitation Practitioner program, and a founding member of the Consortium of Psychiatric Rehabilitation Educators.

maf Marianne Farkas, ScD, has been and  is currently the Co-Principal Investigator of the Rehabilitation Research and Training Center for over 15 years and a professor in Sargent College of Health and Rehabilitation Sciences at Boston University. She has authored and co-authored over 65 articles in professional journals, 4 textbooks, a dozen book chapters, and 6 multi-media training package; and is on a  myriad of editorial review boards. For more than 30 years, Dr. Farkas has worked in various capacities in the field of psychiatric rehabilitation and recovery that have enabled her to promote the use of effective strategies and programs with diverse populations around the globe. Until recently she was the Vice President of the World Association of Psychosocial Rehabilitation (WAPR) and the President of the National Association of Rehabilitation Research and Training Centers (NARRTC). Among her many roles providing training, research, and consultation; Dr. Farkas was in charge of the World Health Organization Collaborating Center in Psychiatric Rehabilitation, providing training, consultation, and research expertise to the W.H.O. network around the globe. She has received numerous awards for her contributions to the field including a Lifetime Achievement Award in in recognition of “…her outstanding contributions to the pre-eminence and practice of psychosocial rehabilitation.”

rick Rick Forbess, MSSW, is currently the Associate Director of Training at the Center for Psychiatric Rehabilitation at Boston University. He began his career as a provider, supervisor, and manager in community mental health centers in Texas and Maine. He received his Masters of Science Degree in Social Work from the University of Texas at Arlington in 1978 and joined the Center for Psychiatric Rehabilitation as a Senior Training Associate in 1985. Since that time he has provided training and technical assistance to a wide range of mental health agencies throughout the United States and Canada in order to implement psychiatric rehabilitation, person-centered service planning, and other services guided by values considered central to facilitating a person’s recovery from mental illness. He has developed and assisted with the development of training technologies, manuals, guides, and program curricula and has co-authored published articles and book chapters on psychiatric rehabilitation and case management.


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