Case Management Process

Question 1

Screening

Answer 1

Patient info is reviewed to determine appropriateness for CM.

Question 2

Assessing

Answer 2

Various assessments to understand the situation and develop a plan of action.

Question 3

Stratifying Risk

Answer 3

Classifies patient into a low, moderate or high category. Helps prioritize cases and determine the level of intervention needed.

Question 4

Case Planning

Answer 4

Develop an individualized case management plan. Communicate available resources, and promote safety and quality of care to help patients meet their health needs.

Question 5

Implementing

Answer 5

aka Care Coordination. Involves putting the patient’s treatment plan into action. Guides patient’s through treatment options they established in the planning phase.

Question 6

Following Up

Answer 6

Check in with patients, usually after a crisis or a change in their service or treatment plan. Can help stabilize unstable situations.

Question 7

Transitioning

Answer 7

Assessing whether patient is ready to transfer to another level of care, facility, provider or d/c home. Safety is key concern.

Question 8

Communicating post transition

Answer 8

Communicate after the transition

Question 9

Evaluating

Answer 9

Gather data and feedback such as results, costs, and duration of the case