CASE MANAGER SKILLS CHECKLIST

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Job Description: Case Manager Case Manager coordinates the overall interdisciplinary "plan of care" for a patient, from admission to discharge. They are involved in a variety of skilled nursing duties including assessment, planning, implementation, and evaluation of nursing and adjunct health care services, provided to the patient. Must act as a liaison between patient/family and healthcare personnel to ensure necessary care is provided promptly and effectively. Must be a registered nurse with 2-4 years of clinical experience. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks. Typically reports to a head of a department/unit.

KEY: For each criteria Score 1: Two plus years Expert Experience Score 2: One-Two Years Current Experience Score 3: Less than one year or Intermittent Experience Score 4: Theory, no experience

CRITERIA	SCORE
	1 2 3 4
CASE MANAGER SPECIFIC SKILLS
Knowledge of community health care and vocational services
Ability to properly maintain records
Knowledge of medical billing procedures
Strong interpersonal and communication skills and the ability to work effectively in all situations
Ability to monitor, assess and record client progress against care plan and make adjustments accordingly
Ability to assess mental status in clients and to develop individual treatment goals and plans
Ability to plan, implement and evaluate individual patient care programs
Ability to gather data, compile information and prepare reports
Ensure outcomes are met within an appropriate length of stay
Coordinate and monitors services, including comprehensive tracking of client activities in relation to care plan
Assist clients in developing goals and areas of need, and assists in developing treatment plans which are assessed regularly
Conduct medication and mental status assessment and determines required level and frequency of service
Document all client encounters and contracts made on behalf of clients
Complete and submit billing documentation as appropriate
Maintain comprehensive client files, which may include documents held for safekeeping on behalf of the client
Identify and provide emergency crisis services as necessary
Make immediate clinical assessments and respond according to accepted crisis intervention methods and techniques; coordinates other services as appropriate
Assess patients, evaluate effectiveness of care plan and progress made by client
Participate in patient treatment planning and case review with patient care providers
Ability to develop and implement action plans for health centers to improve performance
EXPERIENCE
Concurrent Review
Utilization Review
Utilization Management
Prior Authorization
Disease Focused Case Management
Catastrophic Case Management
Home Health
Work Comp
COMPUTER SKILLS
Job related computer knowledge
Interqual - McKesson software familiarity
Other:

AGE SPECIFIC CARE
Please indicate the frequency with which you provide care for each age group inthis specialty area.	1	2	3	4
Infant (Birth to 1 year)
Toddler (1-3 years)
Pre-school (3-6 years)
School Age (6-12 years)
Adolescent ( 12-18 years)
Young Adult ( 18-30 years)
Mature Adult (30-60 years)
Elderly (>60 years)

JCAHO: I acknowledge and understand JCAHO's list of "Do Not Use Abbreviations" : Yes No

JCAHO: I acknowledge and understand JCAHO's "National Patient Safety Goals" : Yes No

The information I have given is true and accurate to the best of my knowledge. I have read and fully understand the job description. By signing below or submitting electronically, I attest that the information provided within this skills checklist represents a full and complete disclosure of information, and is true and correct to the best of my knowledge and belief. I hereby authorize Sagent Healthstaff to release this skills checklist to client facilities for employment purposes.

* I agree with the above statements. : Yes

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* Date: (mm/dd/yyyy) :