Case Management Process
The context in which case managers provide health and human services to clients and their support systems. It consists of several phases and sub-processes that are iterative, cyclical, and recursive and applied until the client’s needs and interests are met. The steps include Screening, Assessing, Stratifying Risk, Planning, Implementing, Following-Up, Transitioning, Communicating Post Transition, and Evaluating. The process involves special intervention by case managers who work together with clients and their support systems to evaluate and understand the care options available to the clients; identify what is best to meet their needs; and institute action to achieve their goals and meet their interests and expectations.

- Ethical, Legal and Practice Standards
- Ethical Standards for Case Management Practice – Part I: Review of the CCMC Code of Professional Conduct for Case Managers
- Ethical Standards for Case Management Practice-Part II: Practice Considerations for the CCMC Standards for Professional Conduct
- Legal Issues and Professional Case Management
- Legal Issues Related to Case Management
- Ethical Standards Related to Case Management
- Care Delivery and Reimbursement Methods
- Case Management Concepts
- Case Management Administration and Leadership
- Healthcare Management and Delivery
- Healthcare Reimbursement
- Funding Systems and Payor Sources
- Principles of Practice
- Care Coordination
- Transitions of Care
- Communication Skills of the Case Manager
- Wholistic Case Management
- Motivational Interviewing
- Case Management Programs and Models
- Utilization Management
- Case Management and Processes of Care