
CMSA Core Curriculum for Case Management
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Content
- Cover
- Half Title
- Series Title
- Title
- Copyright
- Dedication
- Contributors
- Reviewers
- Foreword
- Preface
- Acknowledgments
- Contents
- SECTION 1 The Foundation of Case Management Practice
- CHAPTER 1 Introduction to the CMSA Core Curriculum for Case Management
- Introduction
- Descriptions of Key Terms
- Applicability of the Core Curriculum to CMSA's Standards of Practice for Case Management
- Historical Perspective on CMSA's Standards of Practice for Case Management
- Select Definitions of Case Management
- Philosophy of Case Management
- Guiding Principles of Case Management
- The Case Management Team
- CHAPTER 2 History and Evolution of Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- Factors for the Rapid Growth of Case Management
- Professional Development of Case Management Practice
- Purposes and Goals of Case Management
- Philosophical Tenets of Case Management
- Case Management Knowledge Domains
- Case Management Target Populations
- Case Management Versus Other Job Titles
- CHAPTER 3 Health Care Insurance, Benefits, and Reimbursement Systems
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Driving Forces Behind Health Care Reimbursement Systems
- Types of Insurance
- Components of Health Care Reimbursement
- Health Care Delivery Systems
- Reimbursement Methods
- Challenges with Health Care Reimbursement
- Legal Issues Impacting Managed Care
- Strategies in Managed Care
- Compliance Considerations for Case Managers
- Reimbursement Implications for Case Managers
- CHAPTER 4 Case Management Practice Settings
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Case Management Practice Settings
- Telephonic Case Management
- Case Management in the Payer-Based Settings or Insurance Companies
- Case Management in the Community Care Setting
- Case Management in the Ambulatory Clinic and Outpatient Care Setting
- Case Management in the Patient-Centered Medical Home Care Setting
- Case Management in the Admitting Department
- Case Management in the Perioperative Services
- Independent/Private Case Management
- Case Management in the Emergency Department
- Patient Flow, Throughput, and Case Management
- Transitions of Care and Case Management
- Role of the Case Manager in Patient Safety and Prevention of Medical Errors During Transitions
- SECTION 2 Case Management and the Health Care Continuum
- CHAPTER 5 Case Management in the Acute Care Setting
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Background/Historical Perspective
- Distinguishing the Hospital Venue
- Physician Partnerships
- Designing a Case Management Model for Your Hospital
- Case Management Program Infrastructure
- Workflow
- Program Operations
- Outcomes
- CHAPTER 6 Case Management in the Community and Postacute Care Settings
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Federally Qualified Health Centers
- Patient-Centered Medical Home
- Accountable Care Organizations
- Roles of Case Managers in FQHCs, PCMHs, and ACOs
- Long-Term Care
- Rehabilitation Levels of Care
- Rehabilitation Services in Non-Inpatient Care Settings
- Nonmedical Levels of Care
- Respite Care
- Financial Aspects of Long-Term and Rehabilitation Care Settings
- Case Management Roles in Long-Term and Acute Rehabilitation Care Settings
- Resources for the Care of the Elderly
- The Geriatric and Older Adult Patient
- Identification of High-Risk Geriatric Patients
- Comprehensive Geriatric Assessment
- Geriatric Assessment for Placement of the Geriatric Patient
- CHAPTER 7 Case Management in the Home Care Setting
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- The Role of the Hospital-Based Interdisciplinary Health Care Team
- Home Health Care Visits
- Reimbursement for Home Health Care Services
- Home Care Nursing Services
- Home Care Rehabilitation Services
- Durable Medical Equipment and Other Services
- Home Care Social Work Services
- The Role of the Hospital-Based Case Manager
- The Role of the Community-Based Case Manager
- Savings, Safety, and Satisfaction
- CHAPTER 8 Case Management in the Palliative and Hospice Care Settings
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Palliative Care
- Hospice Care
- Guiding Principles and Goals of Palliative and Hospice Care Programs
- Scope of Palliative and Hospice Care and Services
- Advance Directives and Health Care Proxies
- Case Management Services in Palliative and Hospice Care Programs
- CHAPTER 9 Case Management in the Remote and Rural Care Settings
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Understanding Designation of Areas Within United States
- Rural Culture Health Care Considerations
- Rural Case Management Programs and Services
- Behavioral Health Care in Rural Areas
- The Patient Protection and Affordable Care Act and Rural Case Management
- CHAPTER 10 Transitional Care and Case Management
- Introduction
- Applicability to CMSA's Standards of Practice
- Descriptions of Key Terms
- NTOCC Care Transitions Bundle: Seven Essential Intervention Categories
- Legislative and Regulatory Considerations Pertaining to Transitions of Care
- Transition of Care Models and Delivery Systems
- Transitions of Care and Implications for Case Management Practice
- Roles and Functions Associated with Transitions of Care
- Reimbursement Issues
- Certification and Accreditation in Transitions of Care
- SECTION 3 Roles, Functions, and Essential Practice Considerations for Case Managers
- CHAPTER 11 The Roles, Functions, and Activities of Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- Background
- Case Management Roles
- Case Management Functions and Activities
- Case Management Knowledge for Practice and Qualifications
- Case Management Knowledge and Skills According to the American Nurses Credentialing Center
- Conclusion
- CHAPTER 12 The Case Management Process
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Steps of the Case Management Process
- Special Actions Occurring Throughout the Case Management Process
- CHAPTER 13 Transitional Planning and Transitions of Care
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Transitional Planning as it Relates to Continuity of Care
- Federal Conditions of Participation that Influence Transitional Care From Acute Care Hospitals
- Other Selected Federal Rules that have Significance in Transition Planning
- Factors that Impact Case Management in Cross-Setting Measures
- Selected Levels of Care to Which Inpatients are Referred
- The Role of the Case Manager in the Process of Transitional Planning
- Value-Based Purchasing and Impact on Transition Management and Readmissions
- Case Manager and Managing Care Transitions
- CHAPTER 14 Resource and Utilization Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- UM Program and Process
- UM Team
- Certifications Related to UM and UR
- UM Criteria and Strategies
- UM Clinical Review Criteria and Guidelines
- Focused UM
- Denials of Admissions and Services
- Adverse Review Determination
- Medical Review Outcomes
- Appeal Process
- UM Performance Reporting
- Key Regulatory and Accreditation Bodies Associated with the UM Process
- UM Regulatory and Accreditation Processes
- Certification Programs in UR or UM
- CHAPTER 15 Case Management and Use of Technology
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- Health Information Technology and Case Management Information Systems
- Goals, Benefits, and Limitations of Case Management Information System (CMIS)
- CMIS and Case Management Informatics in Support of Consistency and Standards of Care
- Using CMIS to Measure Effectiveness of Case Management Intervention
- The Evolution and Delivery of Telehealth Interventions
- Telehealth Legislation
- Barriers to Telehealth
- Evaluation of Web Sites for Professional and Patient Use
- HIT Solutions in Support of Case Management
- CHAPTER 16 Case Manager's Role Leadership and Accountability
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Accountability
- Leadership Styles
- Leadership Skills
- Negotiation Skills
- Delegation Skills
- Communication Skills for Quality and Patient Safety
- Critical Thinking and Decision-Making
- The Ethics of Decision-Making
- Financial/Cost-Benefit Analysis
- Case Management Outcomes in the Supervisory Role
- Case Managers as Change Agents
- Case Managers and Motivational Interviewing
- CHAPTER 17 Professional Development, Certification, and Accreditation in Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Education and Training of Case Managers
- Consensus Areas for Case Management Education: Core Components
- Approaches to Case Management Education and Training
- Credentialing in Case Management
- Overview of Certification in Case Management
- Select Certifications in Case Management
- URAC Accreditation of Organizations Performing Case Management
- NCQA Accreditation in Case Management
- Differentiating Individual from Organizational Certification
- SECTION 4 Professional Obligations in Case Management
- CHAPTER 18 Ethics and General Case Management Practice
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Ethical Decision Making and the Case Manager
- Ethical Theories
- Ethical Principles and Decision Making
- Ethical Responsibilities Particularly Affecting Case Managers
- Strategies for Maintaining Ethical Behavior
- CHAPTER 19 Ethical Use of Case Management Technology
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- Transition in Modes of Patient and Professional Interaction
- Electronic Communication
- Social Media
- To Where Should Your Ethical Compass Point?
- CHAPTER 20 Legal Considerations in Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- Background
- Regulatory Compliance
- Contracts
- The Case Manager and the Legal Community
- Frequently Asked Questions
- CHAPTER 21 Use of Effective Case Management Plans
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- Case Management Care Planning and Plans of Care
- Case Management Plan Development Begins with Patient Assessment
- Case Management Plan Development-Data Gathering Format
- Case Management Plan Development Strategies
- Problem List Identification
- Case Management Plan Implementation
- Incorporating Evidence-Based Guidelines in Case Management Practice
- Clinical Pathways
- Algorithms
- Evidence-based Decision Support Criteria
- Benefits of Case Management Plans
- Case Management and Utilization Management
- CHAPTER 22 Quality and Outcomes Management in Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Defining Outcomes Management and Measurement
- Rationale for Outcomes Management
- Characteristics of Effective Outcome Measures
- Outcome Measures Selection and Development
- Case Management-Specific Outcomes
- Incorporating Outcomes Measurement into Case Management Practice
- Common Issues in Outcomes Reporting
- SECTION 5 Select Specialty Practices in Case Management
- CHAPTER 23 Behavioral Health and Integrated Case Management
- Introduction
- Descriptions of Key Terms
- Behavioral Health Case Management Models
- Applicability to CMSA'S Standards of Practice
- Behavioral Health Care Conditions and Implications for Case Management
- Challenges in Behavioral Health Case Management
- Treatment Settings and Behavioral Health Case Management
- Roles and Functions of the Behavioral Health Case Manager
- How Psychological Factors Impact Medical Conditions and Integrated Care Management
- Reimbursement Issues
- Integrated Case Management
- Appendix A-Suicide Practice Protocol
- Appendix B-Case Management Approaches for Patients with Low Self-Care States
- CHAPTER 24 Workers' Compensation Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Primary Goals of Workers' Compensation Programs
- Understanding the Impact of Workers' Compensation Costs
- Fitting the Pieces Together: Medical Case Management in the Workers' Compensation System
- Key Stakeholders in Workers' Compensation
- Workers' Compensation Laws That Directly Affect Case Management Practice
- Practicing the Case Management Process Within the Workers' Compensation System
- Requirements for Workers' Compensation Case Managers Roles and Employment Settings
- Scope of Medical Management in Workers' Compensation Settings
- Applying the Case Management Process
- Workers' Compensation Referrals for Return to Work
- Ethical Considerations for Workers' Compensation Case Managers
- Legal Issues for the Workers' Compensation Case Manager
- Trends in Workers' Compensation Case Management
- Medical Cost Containment Programs
- Federal Laws Affecting Workers' Compensation Case Management
- Documenting Quality of Services Using Outcome Measurements
- CHAPTER 25 Disability and Occupational Health Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Perspectives on Disability
- Components of Disability Case Management Programs
- Challenges to Disability Case Management
- The Americans with Disabilities Act (ADA)
- Resources for Disability Case Management Programs
- Integrated Disability Case Management Strategies
- Occupational Health Case Management
- Role of OH Case Managers
- Key Concepts of OH Case Management
- Success Factors for OH Case Management Programs
- Maximizing Workforce Health and Productivity
- Models of OH Case Management
- The Knowledge Base Required for OH and Disability Case Managers
- Return-to-Work Programs
- CHAPTER 26 Life Care Planning and Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA'S Standards of Practice
- Aims of Life Care Planning
- The Process of Life Care Planning
- Role of the Case Manager as a Life Care Planner
- The Life Care Plan
- Development of the Life Care Plan
- Components of the Life Care Plan
- Medicare Set Asides: a Life Care Planning Specialty
- Health and Disability Insurance
- CHAPTER 27 Suggested Resources and Readings in Case Management
- Introduction
- Descriptions of Key Terms
- Applicability to CMSA's Standards of Practice
- Case Management Standards of Practice
- Case Management Textbooks
- Case Management Journals
- History and Evolution of Case Management
- Healthcare Benefits, Payment, and Reimbursement Systems
- Case Management Practice Settings and Throughput
- Case Management in the Acute Care Setting
- Case Management in the Community and Postacute Care Settings
- Case Management in the Home Care Setting
- Case Management in Palliative and Hospice Care Settings
- Case Management in Remote and Rural Care Settings
- Case Management and Transitional Care
- The Roles, Functions, and Activities of Case Management
- The Case Management Process
- Transitions of Care and Case Management Practice
- Resource and Utilization Management
- Case Management and Use of Technology
- Case Manager's Role Leadership and Accountability
- Certification and Accreditation in Case Management
- Professional Development and Academic Programs in Case Management
- Ethics and General Case Management Practice
- Ethical Use of Case Management Technology
- Legal Considerations in Case Management
- Use of Effective Case Management Plans
- Quality and Outcomes Management in Case Management Practice
- Behavioral Health, Substance Use, and Integrated Case Management
- Workers' Compensation Case Management
- Disability and Occupational Health Case Management
- Life Care Planning and Case Management
- Index
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