Certificate in Case Management

Issued on 12 Nov 2026 by

UPEI Office of Continuing Education and Professional Development

Expires: 12 Nov 2076

Case Management is a process used by professionals to help their clients identify and address issues that are preventing them from achieving their goals. Case managers work collaboratively with all available resources to assess, plan, facilitate, and advocate for and on behalf of their clients. Through this process, case managers work to ensure that clients and their families receive positive, timely, and cost-effective outcomes. The curriculum of the Certificate in Case Management, developed by experienced professionals in collaboration with industry experts, explores the case management process and the skills necessary to case manage clients. The program includes both case management theory and evidence-based skills development, and it will equip those working with, or looking to work with, clients with the essential knowledge, skills and confidence to meet the diverse needs of clients with special and complex needs while maximizing program efficiencies. The Certificate in Case Management consisted of six modules, each lasting six hours (for thirty-six hours total). At the end of the program, each participant passed an end-of-course evaluation. Upon completion of the Case Management Certificate, participants: • Know what case management is, when and why it is used, and how it works • Have the skills necessary to case manage clients • Feel confident that they can case manage clients in a variety of settings

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Issuer

UPEI Office of Continuing Education and Professional Development

pdp@upei.ca

We offer a diverse collection of professional development courses and certificate programs designed to meet the needs of today's workforce.

Criteria

Completion of the Certificate in Case Management, run and administered by the Office of Continuing Education and Professional Development of the University of Prince Edward Island (https://www.upei.ca/professional-development). Specific Areas Explored - Case Management Certificate (https://www.upei.ca/professional-development/certificate/case-management-certificate) Engagement • Case management fundamentals • Engagement o Building trust o Establishing ground rules and expectations o Duty to report, FOIPP Act requirements • Ethics o Develop a Case Manager Code of Ethics • Bias Assessment • Assessment fundamentals o Strengths based, client-centred focus • How to case manage clients with mental health conditions • Communication techniques – active listening, summarizing, paraphrasing, non-verbal communication • Empathy vs sympathy • How do de-escalate angry client situations • Office and home visit safety plans Analysis • Case management analysis o Unmet needs, strengths, supports, wishes o Risk o Duty to report o Establish client and caseload priorities o Time allocation o Consultation o Data integrity o Cost benefit analysis • Advocating for change • Crisis Intervention Case Planning • Planning fundamentals o Build on strengths and informal supports o SMART goals • Consensus building and negotiation • Facilitating conversations that matter • Leadership in Case Management • Change management o Prochaska and Diclemente model o Motivational Interviewing Monitoring and Closure • Monitoring fundamentals • Conflict resolution • Closure fundamentals o When and how to terminate the relationship • Self-care • Reflective Practitioning Tying it All Together • Case management core functions review • Simulated patient exercise