Organizing Medical Case Management

In the medical field, many people can be involved in your health care and recovery. It can get confusing trying to figure out who to talk to about what. Case management has made that easier. The case manager is the person responsible for assessment, planning, facilitation, care

coordination, evaluation and advocacy for options and services to meet and individuals and family’s comprehensive health needs. The do their job through communication and available resources to provide quality cost effective outcomes. They plan, seek and monitor services for different social agencies and staff on behalf of the client. The do this in four steps. First, they get the referral of a new patient. The case manager then develops a plan for delivery of care. They evaluate the results for each patient and make adjustments where needed. Finally, they evaluate the overall program effectiveness. They function in several different areas. In the health care and HMO setting, their duties may include checking benefits and negotiating rates along with many other duties. In the health care provider setting, they will verify original benefits, coordinate services and provide post care follow-up but that is just a taste of their duties in that area. In the employee setting, they verify medical reasoning, follow-up after work absences and provide health education.

Purpose of Case Management and Case Management Plans

One of the main purposes of case management is to help the patient with improving the quality

of their lives. It is a process by which a social service agency’s worker is assigned and can assist the patients and their families in connecting with the resources needed for their health care needs and helping them to navigate through the social service systems. Their role is to advocate on behalf of their patients and assist other medical providers with understanding the needs of the patient. With a good case manager handling the case, the collaborative process is made much easier because the patient’s voice and their decisions is the essential key. In order for the case manager to properly execute the required services, they will have to create a plan that will guide them and their patients through the overall process. One of the first steps in this planning process is meeting with the patient.

CASE MANAGEMENT in NURSING

Case Management in nursing is an evolving practice specialty. The role of nurses in case management is to supervise and coordinate healthcare for patients with long-term illnesses. Such patients require long-term therapy and careful planning of all aspects of treatment. For instance if there is a patient suffering from cancer , the nurse who is assigned the role of the nurse case manager must arrange for doctor’s appointment, drugs, radiation, surgery or chemotherapy. A nurse case manager usually works in a specific practice specialty such as cancer, pediatric or cardiovascular disease.
Among the goals of case management nursing is to coordinate the care of patients. Since there are other specialists involved such as therapists, surgeons and other doctors, a nurse in case management will coordinate and keep the records of all their activity while updating the patient accordingly on the progress. According to the health problem at hand, the nurse can also decide what the other specialists should examine the patient so that there is collaboration of efforts by all. The nurse also ensures that all the procedures performed on a patient are at the highest level, increasing the chances of the expected outcome. In so doing, all the resources are used efficiently without any wasted or over usage of care resources.

Case Management in Nursing

The role of the nurse in case management can be defined in 3 basic ways, or a combination of any, according to the individual hospital setting as follows:

Quality Management

In larger hospitals, this aspect of quality management may be separated from the normal case management. The nurse is assigned the role of ensuring that all the services provided are of high standards. In smaller hospitals though, the finances may not allow for separation of duties and the case management nurse does all the work involved. The nurse is responsible for the general quality of health care being delivered, and can also assist in the risk management office when legal matters arise during a patient’s treatment.

Utilization Review

This type of case managers review different elements of the various hospital systems, guided by the terms of the hospital or the insurance company that is in charge. Prompt service delivery as well as adequate and safe utilization of the service is also a responsibility under this docket. The nurse is specially of essence in relation to insurance, because he/she approves and certifies acute and non-acute admissions. This information is then passed on to the insurance company under which the patient is covered. The nurse uses what is known as ‘InterQual Criteria’ which is a standardized method of identifying diagnoses, probable complications, procedures required and the timelines during which to account for a shifting diagnoses.
The Utilization Review nurse coordinates with the quality manager physician to administer high quality services to the patient. For instance if the patient has improved and no longer needs acute care, the nurse can consult the QM physician to see if the patient can be transferred to outpatient care or other suitable services. Before making a decision, the physician will review the patient’s chart, current situation and discharge plan. If in agreement the recovering patient can be moved to a lower level of care. To qualify for a post of Utilization Review Manager nurse, a three-year experience in  an acute hospital setting is advisable.

Discharge Planning

The role of this nurse in case management is to coordinates all the elements of admission or discharge of a patient. According to the InterQual Criteria, this nurse deals with the high risk patients with chronic diagnoses such as complicated pneumonia or stroke. The nurse combines all the available social and financial services to come up with a viable and safe discharge plan. A discharge planning nurse can cover up to forty patients at a time depending on the individual hospital policy. It is ideal however to have no more than twenty patients. Past experience together with assessment abilities are used to review the patients current situation, medical history and family support before formulating a discharge plan. A discharge planner should be familiar with Medicare guidelines, InterQual Criteria as well as fees for service items that enable a patient to be given a different level of care. These are some of the important things that should be known.
Nursing case management is a growing practice specialty. Many registered nurses are taking advanced case and care management programs to increase their knowledge and skills to practice in this area. As health care continues to reform, we will see this nursing specialty increase in demand and in importance.

American Academy of Case Management

Nurse Discussing Records With Senior Female Patient During Home VisitThank you for visiting our AIHCP web blog. This category of the blog focuses on the specialty practice of Case ManagementOur blog provides our visitors and professional members and students an ever expanding platform for related articles, information, discussions, event announcements and much more. We invite your participation by posting comments, information, sharing and authoring for our blog. Please visit us often and be sure to book mark us!

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