Certified Case Manager: Starting Their Own Business

By – James M. Katz, BA

As a certified case manager, starting a business from home can be a great way to achieve financial independence and enjoy the flexibility of working from your own space. You have the unique opportunity to provide specialized services to clients that may not be available elsewhere. With the right planning, you can develop a successful home-based business that meets the needs of your clients and generates an income. In this guide, we’ll provide you with tips and strategies to get started on your journey as a certified case manager working from home. We’ll discuss the importance of setting up a solid business plan, what you need to consider when setting up your workspace and how to market your services effectively. As a certified case manager, you’ll have the opportunity to make a real difference in people’s lives – and with the right preparation, you can make your home-based business a success.

As seen in the article below, becoming a certified case manager sometimes isn’t enough. Starting your own case management business is the next logical step. However, without the proper strategies in place it can be a treacherous one! You not only need to take care of your patients but you need to run your own business as well.

“Case management is a specialized field of health care that focuses on coordinating services and resources to improve patient outcomes. It involves assessing a patient’s needs, developing a plan of care, and providing follow-up support. An independent case management business provides these services to clients in the private sector, such as hospitals, health care providers, insurance companies, and other organizations.

Starting an independent case management business can be a rewarding endeavor, offering the opportunity to work with a variety of clients and make a difference in the lives of patients. However, it does require extensive research, planning, and preparation. This guide provides an overview of the necessary steps to get started and outlines the key considerations for successful business operations.

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Benefits of Starting a Home-Based Business as a Certified Case Manager

If you love working with people and helping them through their challenges, then starting a home-based business as a certified case manager might be a great option for you. It’s a great way to help people in need while earning a steady income that lets you set your own schedule. If you want to travel the world, start a family or simply pursue a different career path, this is an ideal way to do so. There are a number of benefits associated with becoming a certified case manager. One of the most significant is the ability to help people who might not otherwise have access to quality services. You can use your business to help clients obtain benefits, file for Social Security disability, receive Medicaid/Medicare and more.

Setting Up a Solid Business Plan

Every home-based business starts with setting up a solid plan. This includes examining your case management goals and examining what it will take to achieve them. You’ll need to examine what it will take to make the business successful, both from a financial and a personal growth perspective. This will help you determine how much time and energy you should devote to your business. You’ll also need to examine your skills and determine what kind of clients you’re most suited to work with. Ideally, you should be working with clients who have similar challenges to your own clients so that you can provide them with the most value possible.

Establishing Your Home Workspace

The first step in starting a home-based business is setting up your workspace. This includes selecting a professional space that meets your needs and acquiring all of the necessary equipment. A professional workspace will help you maintain client confidentiality and improve your efficiency. It’s important to establish your home workspace before diving into marketing your services. This will help you avoid wasting time and energy on areas that don’t directly impact the success of your business.

Marketing Your Services Effectively

If you want to succeed as a home-based business, you need to understand how to market your services effectively. This will help you find new clients and grow your business over time. It’s important to understand that marketing is an ongoing process. You can’t simply sit back and expect clients to find you. You need to be creative and use a variety of methods to reach potential clients. Some of the most effective marketing strategies include networking with other certified case managers, networking with your professional association, blogging about your services and adding value to online communities.

Tips for Staying Productive and Organized

If you want to stay productive and organized as you start a home-based business, you need to be intentional with your time. This means knowing when you’re taking on more than you’re able to handle and avoiding multitasking. It’s important to create a schedule that addresses your responsibilities and activities. This schedule should include both work and personal commitments. If you don’t have a schedule that includes both work and personal commitments, you’ll be overwhelmed with the demand placed on you.

Networking Opportunities for Certified Case Managers

Networking is an important part of marketing your services. This is especially true if you’re just starting out as a home-based business. Networking provides you with opportunities to meet potential clients in a relaxed setting and discuss your services. This can help you identify potential clients and build your network of professional connections. Networking can be challenging if you don’t know where to start. Networking opportunities can help you overcome this challenge. Some of the best networking opportunities include attending professional association meetings, participating in online communities and attending networking events related to your industry.


There are many reasons why people choose to start a home-based business. One of the most common reasons is to earn more money. While it is important for you to earn more money through your home-based business, it’s also important to enjoy what you’re doing. You don’t want to become so consumed by your home-based business that you no longer have time to pursue interests, friends and family. If you find yourself in this situation, it’s important to take a break and reassess your priorities. There are many benefits associated with becoming a certified case manager. One of the most significant is the ability to help people who might not otherwise have access to quality services.

A healthcare certification can open the door to new career opportunities. With a profession as vast as healthcare, it is easy to specialize yourself. Nursing and other healthcare professionals have dozens of different fields they can go into and explore, increasing their value. If you are interested in becoming a certified Case Manager, you should visit our Case Management Certification Page Here.  


Wikipedia Case Management Page – 

CDC Case Management Page – 

Additional Resources:

Applying Project Management Methods to the Creation of a Start-up Business Plan: The Case of Blendlee, Jolita Kiznyte, et al, PM World Journal. Vol. V, Issue ZV – May 2016
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Making a business plan for starting a transitional pain service within the US healthcare system, Sun EC, Mariano ER, Narouze S, et al Regional Anesthesia & Pain Medicine 2021;46:727-731.
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Advanced Practice Nurses: Developing A Business Plan for an Independent Ambulatory Clinical Practice Johnson, Joyce E Johnson, et al. Pitman Vol. 35, Iss. 3, (May/Jun 2017): 126-133,141.
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The relationship of personality traits and entrepreneurship tendencies with career adaptability of nursing students, Oznur Ispir, et al. Nurse Education Today Volume 79, August 2019, Pages 41-47
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