CHW Course
Organizational Strategies
Toolkit
Oral Case Study Outline
Author: Jay Kolbet-Clausell
Region: Nevada
Last modified: 26 May 2026
CHW Name ________ Fake Client Name __________
― Oral Case Study Outline ―
Please use this as an outline for your oral presentation to organize your main points and keep to the 3-5 minute time table. You will be graded on your oral presentation and participation in the class discussion.
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Basic Information
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Demographics and Cultural facts the care team should know
(about 30 seconds)
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Reason client is engaging in services
(about 45 sec)
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Social Determinants of Health
For Ex) housing, food, education, transport
(about 45 sec)
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Background health information from the last 6 months
(about 45 sec)
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Your Plans
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What barriers are preventing them from getting the care they need?
(about 1 minute)
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Appointments you helped them schedule and referrals you made to address their concerns.
(about 1 minute)
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How you will follow up on the plan
(about 1 minute)
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