One of the main purposes of case management is to help the patient with improving the qualityof their lives. It is a process by which a social service agency’s worker is assigned and can assist the patients and their families in connecting with the resources needed for their health care needs and helping them to navigate through the social service systems. Their role is to advocate on behalf of their patients and assist other medical providers with understanding the needs of the patient. With a good case manager handling the case, the collaborative process is made much easier because the patient’s voice and their decisions is the essential key. In order for the case manager to properly execute the required services, they will have to create a plan that will guide them and their patients through the overall process. One of the first steps in this planning process is meeting with the patient.