Goals must be achievable and specific.

And at every phase of the Case Management Process, case managers provide vital documentation.Before looking more closely at the phases of the Case Management Process, first consider what triggers the process.
Errors often occur when patients are transferring from one health care setting to another, or home after a hospital or facility stay. The case manager’s role is the glue that keeps the team together in an integrated care management model that incorporates mental and physical health issues. The underlying guiding principles of case management services and practices of the CMBOK follow:Many terms in the CMBOK have multiple meanings, and you may be unclear about which meaning to apply. Readily accessible and easy to follow workflows aid case managers in choosing the correct course of action. It includes foundational definitions and descriptions of the basic components or steps of a case management process.

During the screening phase, information is reviewed to decide the patients appropriateness for Case Management.

In this instance, it makes sense to prioritize the second ticket over the first. The information you collect about your client/support system may include:You, the case manager, have three primary objectives while assessing your client/support system:You seek to confirm or update your client’s risk category based on the information you have gathered.

Team members can use one solution to communicate, and track and improve cases. By Patrice Spath, ART Brown-Spath & Associates Forest Grove, OR In today’s health care environment, all programs must prove their value to the organization and its patients. This information is evaluated to determine the effectiveness of the current case management plan, in moving the client toward the desired outcomes. Increased transparency. Case managers are tasked with determining the case’s risks and prioritizing its resolution in relation to other cases. For example, during the follow-up stage, a case manager may learn that the implemented plan did not resolve the issue. You might also not interpret the terms in the way the knowledge developers – who are case management experts – thought of them. This initial phase of the case management process is designed to eliminate those cases that do not require resolution or that can be resolved quickly. In some instances, an employer may refer a client (e.g., on-the-job injured worker) for vocational rehabilitation as part of the return-to-work plan of care.The Screening phase  focuses on the review of key information related to an individual’s health situation in order to identify the need for health and human services (case management services). It also includes topics such as case managers’ involvement in scholarship activities (e.g., writing for publication, public speaking, research and utilization of evidence, training and education, and curriculum development), health or public policy work, accountability for ongoing education or learning, maintaining necessary skills and competencies for effective performance, engagement in practice innovation, and mentoring other case managers.The Commission for Case Manager Certification’s Case Management Body of Knowledge®.© 2012-2020 Commission for Case Manager Certification (CCMC).


a. Organization-based case management b. Responsibility-based case management c. Role-based case management d. Client-based case management

Everyone directly or indirectly involved in healthcare benefits when healthcare professionals and especially case managers appropriately manage, efficiently provide, and effectively execute a client’s care. In addition, this domain includes demonstrating the value of case management, case load calculation, tools such as case management plans of care, and regulations related to case management.The Ethical, Legal, and Practice Standards domain consists of knowledge about the case manager’s role as client advocate, and legal and ethical issues relevant to case management practice. The evaluation focuses on several areas including a financial evaluation, done with a cost-benefit analysis and return on investment, clinical outcomes, quality of life, client satisfaction, self-care management ability and knowledge of health conditions and plan of care.

For instance, suppose a customer files a support ticket for a technical issue with some piece of hardware like a laptop or television.

Make sure what you say is clear and concise. In this plan you address your client's self-care management needs and care across the continuum, especially the services needed after a current episode of care; for example, care post hospital discharge such as home care services.In addition, the case management plan of care you develop identifies outcomes that are measurable and achievable within a manageable time frame and that apply evidenced-based standards and care guidelines. The organization should look at what worked and what did not. They can also help maintain continuity of care between care settings by relaying relevant information to the members of the new healthcare team.


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