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The purpose of this page is to provide online, on-demand training materials for Ryan White Part B funded HIV Case Managers and Care Coordinators in Oregon. You will find a growing library of resources that will enable you to provide case management services efficiently and effectively. Please let HIV Community Services know of any other materials that would be of help to you.

  • All of these modules include recorded audio. We recommend utilizing headsets to avoid distracting others near you.
  • For new case managers, we recommend viewing these modules in order. Upon completion, you will also need to submit the Certification of Completion (Word).
  • For experienced case managers needing a refresher in a particular area, navigate to the module of interest to you.

Introduction to Case Management


Material Covered

Approximate Running Time (minutes)

​Module 1 ​Introduction to the HIV Care & Treatment Program

​Provides a brief overview of the National HIV/AIDS Strategy, federal programs for PLWH, and Ryan White Programs in Oregon.

​15 - 20 minutes (with external videos)
Module 2 ​Oregon Housing Opportunities in Partnership (OHOP) Program Provides an extensive overview of the OHOP program, including history and rationale of the program, information about service regions, eligibility criteria, services including utility assistance, referral and waiting list policies, certification and terminations and roles and responsibilities of clients, housing coordinators and case managers.​ ​18 minutes
Module 3 Supportive Services​ ​Overview of locally managed and state managed services, including the process for access SMS, program requirements, and other service considerations. ​24 minutes
Module 4 CAREAssist Program Overview​ ​Introduction and history of CAREAssist, eligibility information, services, client responsibilities and additional resources. ​13 minutes

Standards of Case Management Services

Material Covered
Approximate Running Time (minutes)
Module 1 ​Introduction to the Standards
​Provides review of case management roles, an introduction to the guiding principles of case management, and a brief overview of the 7 related standards.
​40 minutes
Module 2 ​Intake & Eligibility Provides an overview and demonstration of the intake process. 8 minutes 45 seconds
Module 3 Screening & Assessment​ Provides an overview and demonstration of the psychosocial screening and nursing assessment.​ ​23 minutes
Module 4 Acuity Scales ​Provides and overview of the acuity scale and assignment process. ​8 minutes
Module 5 Care Planning​

Provides an overview of the care planning process, including how to ensure goals are SMART.

​16 minutes
​Module 6 ​Information & Referral

Provides an overview of information, referral and advocacy.


​4 minutes
Module 7
​Follow-Up & Monitoring

Provides an overview of follow up and monitoring processes, including triage, care coordination, rescreening/reassessment, changes in care plan and acuity, and referral outcomes.




​16 minutes
​Module 8 ​Transfer & Termination ​Provides an overview on transfers and

terminations, including the lost to follow up policy.

​5 minutes

CAREWare Modules

Using the CAREWare Modules

This training consists of a series of 11 modules demonstrating the features of CAREWare.


Material Covered

Reference Materials

Approximate Running Time (minutes)

Module 1

Introduction to CAREWare

Introduction to modules, history of careware, software & hardware configurations, software updates, log-ins and passwords

CAREWare Add/Delete User Form (Word) 8 minutes

Module 2

Getting Started

Logging into careware, changing your password, navigating the main menu, adding a new client, adding a client who has been served by another Part B agency

15 minutes

Module 3

Entering Demographic Data

Entering demographic data, searching for an existing client, reviewing the change log, responding to idle/timeout message 13 minutes

Module 4

Entering Vital and Enrollment Status

Entering vital and enrollment status


CAREWare QuickGuide (pdf) 5 minutes

Module 5

Entering Case Notes & Service Data

Entering case notes, service data and running service related reports

Policies and Procedures Manual (pdf), Quick Guides (both County (pdf) and Regional (pdf) models)

15 minutes

Module 6

Entering Annual Review Data

Entering insurance data, primary HIV medical care, housing arrangements, household size and household income

CAREWare QuickGuide (pdf) 8 minutes

Module 7

Entering Lab Data

Entering lab data through encounters tab & forms, running lab reports

10 minutes

Module 8

Entering Referral Data

Entering and updating referral data, tracking pending referrals

CAREWare QuickGuide (pdf), Requested Service Category(pdf) 6 minutes

Module 9

Entering Contacts Data

Entering contacts data, uploading an ROI

5 minutes

Module 10

Using Performance Measures

Reviewing performance measures in the client record, refreshing the performance measures worksheet and

generating client-level lists for performance measures

12 minutes

Module 11

CAREWare Reports

Commonly used reports, reports accessed through the reports menu, functions that apply to all CAREWare reports

5 - 40 minutes


Oregon Reminders Training

Oregon Reminders is a free mobile service for HIV testing and medication reminders.

Video: Assessing for TB in Persons Living with HIV