Introduction to Case Management

DATE / TIME 11/04/2018
9:30 am - 3:30 pm



‘Introduction to Case Management’


Please Note:

  • This is an event specifically designed for people just beginning their career in Case Management or for those considering it as a career change, not for experienced Case Managers.
  • This is an event to provide an overview of the Case Management role. No business advice for setting up independently will be provided.


CMSUK are pleased to present this study day which will explore the fundamentals of Case Management.

The speakers for this event will be Carole Chantler & Jo Evans – both current CMSUK Board Members.

Learning Aims:

  • To gain an understanding of the Case Management process.
  • Applying the Standards of Practice and Code of Ethics to Case Management Practice.
  • To understand Case Management in a wider context
    • Legal
    • Commercial
    • Public.
  • To gain an understanding of the forthcoming educational pathway being developed to more clearly define the skills required of a Case Manager.

Speaker Profiles:

Carol Chantler

Carole commenced her career in healthcare as a Registered Nurse, qualified in both the UK and Ontario Canada and worked in Critical Care and Case Management in North America and Internationally in private health, travel insurance and Canadian government case management.

Since the late 1990’s Carole has been in the UK, she developed and was a director of a Case Management company, employing, training and managing case managers working in Personal Injury and Employers liability cases.  In 2004 Carole worked as a Rehabilitation and Treatment Manager for a Claimant law firm, coordinating rehabilitation needs for Claimants with complex injuries.

Carole worked for defendant law firms for 9 years as a medical relationship manager working with all parties to promote and expedite rehabilitation for Claimants. In 2011 she took on the role of Clinical Director for DWF LLP. She left DWF on in August 2016 and set up Carole Chantler Ltd., continuing to work to expedite rehabilitation and also working to advise and coordinate statutory health and social care provision for Claimants.

Carole was on the working party that formed the Case Management Society of UK. She was Chair Person of CMSUK from 2007-2011 and remains as a director and active committee member of this organisation. She is also a member of a joint committee with members of BABICM, VRA and CMSUK developing an educational pathway for case managers.

Carole has her Masters in Case Management and in 2011 she was awarded the Post Magazine Individual Outstanding Achievement Award for work in rehabilitation.

With her knowledge of case management and rehabilitation Carole has participated in a number of industry judging panels.

Carole is a member of the ABI Rehabilitation Working Party for rehabilitation and participated in the review of the Rehabilitation Code. She chaired the CAT committee for the review of the Rehabilitation Code which was published in 2015.

Jo Evans

Jo has been an Occupational Therapist since 1990. She has worked throughout the UK and in the USA.

Her work history has spanned adults with learning disability, orthopaedics, acute and longer term management of people with neurological conditions. Particular area of interest has been working within the field of brain injury.

Having left working with the NHS in 2002 Jo moved into working with the private sector, treating and co-ordinating B I treatment within the community. In 2010 Jo progressed her ambition to develop a case management company working with likeminded professionals based in Southport providing a national cover.


Venue: Irwin Mitchell, London

Timing: Registration 9:30am – 10am. Study Day will finish at 3:30pm.

Price: £ 50 Members & NHS   £75 non members   20% discount available for Corporate Members.

Attendees: Anyone who has started working in case management within the last year or who is thinking about going into Case Management.

Programme: Please CLICK HERE to view the full programme of the day.

BOOKING: Bookings are now taken online (See below prompt button). Please note, to book at member price you will need to be able to login to the website as a member and will require your email address and password. To book please CLICK HERE.

If you need help to login or organise your Corporate Member discount, please contact us Tel: 0333 2070755 or email:

CMSUK Admin Team