Case Management

Case Management

The Case Management Group meet fortnightly to discuss case issues presented to Sage and how best to deal with them going forward.

Members of Case Management

Renee Summers Head of Case Management and Development Worker for Dublin South East & Wicklow

Mervyn Taylor Manager.

Mary Condell Legal & Financial Group Coordinator 

Eileen O’Callaghan Development Coordinator and Development Worker for Dublin North

Anne Harris Special Projects

Helen Fitzgerald Recruitment & Information Coordinator 

Other members of staff and representatives of other organisations and services may be invited to attend meetings as relevant issues arise.

To illustrate the work of Sage during the establishment phase a number of scenarios are listed below. These scenarios are informed by and are typical of the cases and issues which Sage engages with.

Fred is a 72 year old gentleman who worked up until 65 years and intended to rear horses on his land in his retirement. He owns a property elsewhere which he had rented out for many years. Someone had moved into this rented house and was not paying any rent although a rent had been agreed. He has since asked this someone to leave as he wishes to sell the property. Since retirement Fred has been subject to both financial and verbal abuse by a family member and this individual has requested money from him on many occasions. Fred contacted SAGE with his concerns and when his Development Worker asked how he would like to manage his concerns he firstly decided that he would like to have a full medical check-up as a relative was suggesting that he had dementia. He had this assessment and was given a clean bill of health, a copy of which was sent to his GP. Fred also decided that he would like to change his Solicitor and his Bank Manager as his relative had influenced both of those individuals into thinking that Fred was suffering with dementia and was unable to manage his own affairs. A conversation had (on the golf course) by the above people was relayed to Fred inadvertently and he was furious. The Development Worker agreed to support Fred and he signed an Authority to Act form which allowed the Development Worker to set up meetings for him with a potential new solicitor and bank. He subsequently did this and transferred all his assets into the new bank. It is interesting to note that both his new solicitor, his bank and his GP have all been harassed by the relative concerned and in fact the GP has been somewhat threatened in his care of Fred. The most recent interaction has been that Fred went to sell his property and his relative has blocked the sale with the property agent citing the fact that Fred suffers from dementia and is not of sound mind in which to sell his property. To date he has lost two sales for this reason. In the interim Fred has been diagnosed with Parkinson’s disease and his mobility issues have become quite poor over the past year. He has recently had a further assessment with the same Geriatrician who once again has given him an all clear in relation to Dementia. Fred has made his will and has also set up an Enduring Power of Attorney should it ever be needed and has named two very helpful neighbours to be his power of attorney. The Development Worker is anxious that Fred continues to be harassed by his relative at every opportunity and appears to obstruct him in every way. The Development Worker continues to work with Fred on an intermittent basis and when he requires support. 

John is a citizen of another EU Country but has lived in Ireland for over a decade working in construction. As a result of alcohol abuse he sustained a catastrophic brain injury and currently has no capacity. He was being cared for in an older persons’ unit which was highly unsuitable for his needs. Sage was invited to represent him as many of his colleagues reneged on him following his injury. The Development Worker with Sage met with John and assessed his needs. He was not in a position to sign an Authority to Act form and so the Development Worker agreed to work in a non-instructed way with the client. The Development Worker firstly identified that John had a son living in another Country and made contact with him. He subsequently made contact with his other relatives who said they would like John to be returned home. They do understand his needs, and are trying to identify a suitable care home for him in his home country. The Development Worker organised that John might have a full assessment in the National Rehabilitation Hospital in Dún Laoghaire so that both his physical and mental capacity might be assessed pending any return home. The Development Worker has also been investigating the possibility of accessing the any Department of Social Protection arrears on behalf of this man as there is one full year of disability pension available to him. However the difficulty is that no one has agreed to take this responsibility on for John so the Development Worker is considering the position of becoming an agent for the man but this would require Sage to lodge this money on his behalf to cover the partial cost of his returning home. This case is currently ongoing. 

Mr and Mrs Thorpe have lived in another country for most of their lives and decided to return to Ireland to retire, buying a bungalow for themselves. Unfortunately, Mrs Thorpe developed dementia and when her husband collapsed on the street she was taken along with him to the hospital where they remained unidentified for some weeks before a relative phoned. Mr. and Mrs. Thorpe were both transferred to a Nursing Home in the area on discharge. Both Mr. and Mrs. Thorpe were married before they married each other had children from the previous marriages. The first undertaking by the Development Worker was to access medical cards for the clients as they were receiving large bills for their hospitalisation, medicines and GP visits. This proved difficult as the Development Worker could not access the documentation required for this purpose as she had no knowledge of their affairs and Mr. Thorpe did not wish any of his children involved due to previous negative interactions. Mr. Thorpe was also worried about the cost of care in the nursing Home and the fact that he was receiving large bills each month and no means to pay these. He was able to advise that both he and Mrs Thorpe had pensions in the previous Country they lived in, a number of properties and quite a lot of savings. The first thing was to repatriate their pensions and the Development Worker wrote to the pensions section in their last Country of residence who would not actually not deal with postal applications and stated they needed to speak with the clients themselves as they need to give security details. This has still not been achieved as neither client can recall their security details. The Development Worker then wrote to each of Mr. and Mrs. Thorpe’s banks asking for their funds to be transferred into their Irish accounts where they might access these funds. None of the Banks even replied to the Development Worker. The Development Worker then applied for the Nursing Home Support Scheme and managed after some time to receive the loan based on the value of their Irish property. Mr. Thorpe then asked the Development Worker to help him to sell his car which had been sitting outside his house since his initial hospitalisation. After some time this sale had been resolved as the son had taken both the car keys and the documentation for the car. Due to this, the Development Worker had to contact the Vehicle Registration office in Mr. Thorpe’s previous Country of residence and had to request replacement documents. The cheque was finally then lodged into the Mr. Thorpe’s account. The next request from Mr. Thorpe was to help him with the sale of his previous home. The Development Worker worked with Mr. Thorpe’s Irish Solicitor to manage the sale via the previous residence’s Estate agent and Solicitor. The sale of this property has been agreed with the Mr. Thorpe who is satisfied with the outcome. When complete the funds will be lodged directly into the Mr. Thorpe’s account where he can subsequently pay his outstanding bills for the Nursing Home and other outstanding bills. Mr. Thorpe was very grateful for the support of Sage as he was physically immobile and has recently been diagnosed with a serious illness. He would like to have his affairs in order before he dies and so the Development Worker will continue to assist him in whatever his needs might indicate.