Frequently asked questions

We have arranged our frequently asked questions into groups to make navigating this part of the site easier.

If you have a question that is not answered here, then please let us know and we will endeavor to both answer your query and update this page in order to help others. To send us an email, click this link.

Questions about Covid-19

Q. Can case managers be considered frontline staff / key workers?

At the moment there is no definitive answer to this because the nature of case managers' work is so variable.

The guidance says: 'If your work is critical to the Covid-19 response, or you work in one of the critical sectors … and you cannot keep your child safe at home then your children will be prioritised for education provision:…'.

Additionally, the advice identifies key workers in health and social care as follows:

Health and social care - including but not limited to doctors, nurses, midwives, paramedics, social workers, care workers, and other frontline health and social care staff including volunteers; the support and specialist staff required to maintain the UK’s health and social care sector; those working as part of the health and social care supply chain, including producers and distributers of medicines and medical and personal protective equipment.

If a case manager's involvement with client(s) can be considered as essential to maintaining immediate health or safety, then that case manager might be considered a key worker. We would suggest that you undertake specific risk assessments relevant to your area of practice and your individual clients, and document these to evidence your position.

Q. Some of my team are asking if they can be released to help the NHS Covid-19 response – how should I respond?

At present we are not aware of any official position on this, however there have been requests from statutory regulators for registered healthcare professionals “not currently working in clinical practice” to consider how they may be able to help for the duration of the emergency.

It is important to recognise that case managers are likely to be continuing to provide vital support to their clients at this time and therefore may not be in a position to do anything in addition to this. Currently there is no requirement for registered healthcare staff working outside of the NHS to make themselves available. Our advice for now is that individual case managers who feel that they may be able to directly support the crisis response, discuss this with their employer (if applicable) and that risk assessments are undertaken, both with regard to safety of existing clients and in terms of business continuity.

Q. What financial support is available to me as a self-employed case manager?

The Chancellor has set out a package of temporary, timely and targeted measures to support public services, people and businesses through this period of disruption caused by COVID-19.

For more information, please refer to the COVID-19: support for businesses guidance:

Questions about Case Management

Q. What is Case Management?

CMSUK define Case Management as:

‘Case Management is a collaborative process which: assesses, plans, implements, co-ordinates, monitors and evaluates the options and services required to meet an individuals health, social care, educational and employment needs, using communication and available resources to promote quality cost effective outcomes.’

Questions about membership

Q. How do I apply for membership?

Click on the ‘Apply for Membership’ button and follow the online form prompts. You will need details of your qualifications, professional associations, two references and your work history. You will also have to confirm that you have appropriate insurance and are DBS checked.

Q. When do I pay for my new membership?

You only pay for your membership once your application has been approved. Once approved you will receive an email informing you of the fee due to activate your membership.

Q. How do I pay for my membership?

  • By cheque made payable to CMSUK and sent to PO Box 293, Sutton, Surrey SM1 9BH. Please make sure to put your name and membership number on the back of the cheque.
  • By card via the CMSUK website. Click the ‘Login’ prompt in the top right hand corner of the home page. Enter the email address you provided within your ‘Home’ information and password you created at the start of the application process within the boxes provided. This should allow you to successfully login. If you do not remember your password follow the instructions for a new temporary password to be sent to you by email. Once you have successfully managed to login follow the prompt to view your profile and then hit the ‘Pay’ button. This will then take you through to PayPal where you can pay using a card or a PayPal account.
  • By BACS payment. Please email and request the appropriate information.

Q. Which type of Membership do I apply for?

CMSUK has three main individual types of membership:

  • Case Manager
  • Associate
  • Supporter

Case Manager Membership is CMSUK’s advanced membership. The criteria for Case Manager Membership is that the applicant hold a diploma or higher level educational qualification for health/social/vocational and human services personnel related to case management.

In addition to any specific training, a minimum of 24 months or 2500 hours of active specific case management experience should be obtained before applying for full membership.

CMSUK also need to ensure that clinical qualifications are endorsed by the appropriate registered body e.g. NMC for nurses, HCPC for OTs & physios etc.

Vocational Case Managers are the only exception to the requirement for appropriate registered body affiliation but can only have a recorded ‘area of expertise’ as being ‘Vocational’ without having a clinical qualification and registered body. No clinical area of expertise will be assigned to a member without having appropriate clinical qualifications and registered body affiliation.

Associate Membership has the same criteria for membership as Case Manager Membership. The only difference is that the applicant does not have to meet the requirement of 24 months or 2500 hours of active specific case management experience.

Supporter Membership is for people who do not practice case management but work either in a supportive or managerial role and want to be kept informed. The criteria for this type of membership is very loose but there is no pathway to upgrade from this membership to either Associate or Case Manager Membership without first meeting the criteria as set out above.

*Please note: Companies with four or more members are eligible for 20% discount off all membership fees. Email info@cmsuk .org for more information.

Q. What are the benefits of individual Membership?

The Benefits of individual CMSUK membership include:

  • Professional development and educational offerings: CMSUK hold a variety of events throughout the year designed to improve the education and professional development of attendees. These events include study days, webinars and our Annual Conference & AGM where attendees can get an insight into the work the CMSUK Board are doing to promote the strategic aims of CMSUK. CMSUK also host an annual Awards Lunch to reward outstanding practice in the industry. Click here for details of our current events.
  • Reduced CMSUK events fees
  • Networking with other case managers facing similar challenges
  • Links with purchasers
  • Opportunity to influence the development of CMSUK and to develop a broader range of skills through by becoming involved in one of the CMSUK Committees.
  • Access to CMSUK's digital Inside Case Management Magazine
  • Please note: In addition to all the above our Case Manager Members also have the choice to opt in to a facility whereby they can be contacted via the CMSUK website by potential purchasers of services looking for an appropriate case manager. Searches can be done by geographic area of working or area of expertise. In this way CMSUK strive to improve referrals to our case managers.

Questions relating to CMSUK Standards & Code of Ethics

Q. How long do CMSUK stipulate that an organisation keeps clients notes for before destroying?

Medical records should be kept for 7 years post last piece of treatment and you have to keep all your notes for 7 years post case management intervention. 

Children’s notes should be kept until they reach 18 years old – as when they become an adult in their own right they could potentially sue the solicitor if they do not believe their claim was settled appropriately.

Data protection legislation says that information should be kept for no longer than is necessary. The legislation does not specify what a ‘necessary’ period should be for particular information. Each case would be considered on its own merits. If an organisation is obliged to retain data for a given length of time under any other laws, this should be taken into consideration.


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