Opening and Closing Cases

recorded audio conference

EAP Policies and Practices Series: Opening and Closing Cases

Click here to order the CD recording. . .

In this first of a series of audio conferences on EAP policies and practices, we will explore the wide range of policies and practices used in the EAP field related to opening and closing cases. By the end of this highly interactive discussion, you will know the pros and cons of your current policies and practices, learn what other EAPs are doing in this area, and receive recommendations on how to improve your existing policies and practices.

Topics covered will include:

How to define a case.

The difference between "cases" and "brief information-only contacts."

When best to close a case.

When to reopen a new case record versus reactivating an old one.

Implications of opening and closing cases on utilization rate and other metrics.

The presenter will interact with the audience throughout the session as well as answer questions during the Q & A session at the end of the presentation.

Click here to order the CD recording. . .

Featured Presenter:

Thomas M. Amaral, Ph.D.

President & CEO

EAP Technology Systems Inc.

Dr. Tom Amaral is founder and President of EAP Technology Systems Inc., a consulting firm that provides technologies and services to improve the business value, quality, and return-on-investment of employee assistance programs. He is a research psychologist who has been evaluating and researching EAPs for more than 27 years. He is a recognized expert on cost-benefit analyses, workplace outcomes, healthcare claims cost offset research, customer satisfaction surveys, and benchmarking. He has designed and implemented these types of research and evaluation projects for many Fortune 500 corporations, government agencies, and smaller firms.

Dr. Amaral is chief architect of the eapisoft computer software system, which enables EAPs to demonstrate and enhance their value to the organization. In addition, he conducts training seminars for professionals on a variety of advanced topics, including how to make the business case for EAPs, how to perform cost-benefit analyses, and how to implement benchmarking and quality improvement initiatives. He has authored and presented many papers and articles on research, evaluation, cost-benefits, performance metrics, and software topics.

Throughout his career, Dr. Amaral has been active in promoting the EAP profession through his participation in the Employee Assistance Professionals Association (EAPA). He currently sits on EAPA's Standards Committee and Research Committee. He also has served as an editorial board member for the Journal of Employee Assistance Research and the EAPA Exchange Research Supplement, co-chaired the Association's national conference, and chaired the conference's research track on many occasions. He is presently on the editorial board of the Journal of Workplace Behavioral Health.

Your Audio Conference Registration Includes:

One telephone connection at one physical location.

Unlimited listeners from one call-in location.

Downloadable presentation handouts.

Permission to distribute materials to anyone listening at your location.

PDH certificates for all participants.

PDHs

The CD recording of this audio conference has been approved as a self-study course by the Employee Assistance Certification Commission (EACC) for 1.5 PDHs in Domain I. Please contact TSI's customer services at 1-800-755-6965 for further information.

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Order the CD recording

$195

You may also order by calling toll-free 1-800-755-6965. Click here for a printable order form, which you may use to fax or mail in your order.