The Components of an Effective
Case Management Program



Length of Program:

120 minutes


Course Description:

This program is designed to teach senior management staff, nursing leaders, and case managers how to design and implement a case management program that will be most effective for their facility.


Content for the program will include the following:

  • Case Management Program Definition

    • What is a true case management program?

    • Case management vs. utilization review/utilization management

    • Assessing organizational readiness

  • Case Management Goals

  • Case Management Functions

    • Utilization management

    • Proactive clinical care management

    • Discharge planning

    • Identification of additional patient needs

    • Outcomes measurement

  • Case Management Program Structure

    • Physician-based

    • Unit-based

    • Product line

    • Hybrid

  • Case Management Core Team

    • Case manager

    • Certification nurse

    • Social worker

    • Nurse manager

  • Primary Roles and Responsibilities

    • Primary roles and responsibilities

    • Case manager skills and attributes

    • “Must do” daily activities

    • Discharge planning activities by position

  • Case Management Staffing Levels

  • Barriers to Effective Case Management

  • The Case Management Challenge and Success Factor


Target Audience:

The course is designed for registered nurses, chief nursing officers, case managers, nursing managers, quality/performance improvement professionals, utilization managers, and front-line nursing staff responsible for incorporating case management activities in the nursing process.


At the conclusion of this program, participants will be able to:

  • Know the basic components of a case management program.

  • Know how to assess their case management program to determine if it has the required program elements and functions.

  • Know the major goals of an effective case management program.

  • Learn about common case management structure formats and the pros and cons of each.

  • Know how to identify the primary roles and responsibilities for the case management program core team members.



- October 25, 2001 -

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