Case Management Essentials

Great First Step Into Case Management

RECENTLY UPDATED! Over the last few years hundreds of nurses have found this program to be a great first step towards a new career in Case Management. Upon completion of all 3 parts of this program you will receive a Certificate of Achievement that can be submitted along with your resume for entry-level Case Management jobs. This Certificate of Achievement confirms your successful completion of a comprehensive introductory course in Case Management. You will be able to talk intelligently with hiring authorities about the basics of case management and you will be better prepared and more confident when applying for entry level positions. Case Management Essentials builds an excellent foundation of knowledge for individuals wanting to explore a career in case management.

This course is a textbook-based homestudy program. Upon purchasing the course, you will receive a copy of the textbook in the mail. All the testing is done online and graded immediately.

Each part of Case Management Essentials has it's own test which walks the student through the textbook, highlighting and testing the most important concepts for a thorough understanding.

The textbook, Case Management A Practical Guide for Education and Practice by Suzanne Powell and Hussein M. Tahan, is now on it's Fourth Edition and is designed to help develop professional case managers both who are new or just lifting their skills and insights to a career-changing level.

Buy all 3 parts and the textbook for $383.99 - click below to be taken to the next page where you can buy all parts together or individually!

Case Management Essentials

From the textbook:

Ideal for case management certification (CCMC) exam preparation, Case Management A Practical Guide for Education and Practice is a thorough review of the case manager's many roles and skills, from acute to post-acute care. Whether you are a nurse transitioning to case management or already active in it, this is your road map to coordinating successful patient care, from hospital to home.

Build a strong case management career foundation, with expert, evidence-based direction:

  • NEW chapter on case manager orientation programs that offers orientation checklists, competency assessment, and learning profiles, with available online tools
  • NEW topics on current practice issues and developments, including the impact of the Patient Protection and Affordable Care Act and value-based care
  • NEW content on experiential, problem-based learning practices, training programs, case management team professional development
  • Offers in-depth, evidence-based guidance on:
    • The case manager's roles, functions, and tasks
    • Key concepts - quality management and outcomes evaluation, legal and ethical considerations, case management process, utilization management, transitions of care
    • The role of the nurse case manager versus social worker role
    • Strategies that ensure effectiveness of case management models
    • Coordinating care, protecting privacy and confidentiality, health insurance benefit analysis, practice standards
    • The Case Management Code of Professional Conduct, accreditation agencies and standards, specialty board certifications
    • Management of resources and reimbursement concepts
    • Case management in various settings - acute care, emergency department, admissions, perioperative services, disease management, insurance case management, palliative care, end-of-life care, hospice, home health care, physician groups, public health/community-based care, rehabilitation
  • Ideal preparation for the CCMC exam - offers a large portion of CCMC exam content
  • A must-have desk reference that offers plentiful case studies - considered to be "the bible" of case management

Buy all 3 parts and the textbook for $383.99 - click below to be taken to the next page where you can buy all parts together or individually!


  • This was an excellent and impressive class. I would like it to be a mandated course for all UR nurses and case managers that work at insurance companies and of course case managers that work at facilities/other. Thank you. - Marie S.

  • This course was an excellent challenge and helped me see changes in healthcare and possible upcoming changes in my own work. Thank you for all the excellent work put into this course. - Virginia F.

  • Excellent course and the book is definitely going to be a staple in my professional library! Very concise and informative. No fluff here! - Jennifer M.

  • I found the course to be highly applicable to my goal of obtaining CCM. I have referred coworkers to the program in preparation for taking the CCM exam to give a basis on which to build the necessary higher level courses for the certification exam. - Laura B.

  • Very good course for transitioning. - Melinda H.

Buy all 3 parts and the textbook for $383.99 - click below to be taken to the next page where you can buy all parts together or individually!

Course Curriculum:

Part 1 The Introduction to Case Management Practice (16 Contact Hours):

This initial segment will introduce you to the case management principles and multifaceted roles the case manager performs as well as the various methods of reimbursement the case manager will use in their practice.


  1. Overview of Case Management
  2. Roles, Functions, and Preparation of Case Management Team Members
  3. Management of Resources and Reimbursement Systems


Upon completion the student will be able to:

  1. Define Case management
  2. Describe the difference between the dyad and triad models of case management
  3. List the roles and responsibilities of case managers
  4. Explain the difference between hard and soft savings
  5. List various methods of reimbursement for healthcare services
  6. Define managed care organizations
  7. Differentiate between governmental and private (commercial) health insurance plans

Part 2 The Case Management Process and Related Activities (18 Contact Hours)

The second part includes seasoned, comprehensive guidance on the case management process, transitions of care, and the importance of utilization management in the everyday case management role. Included in the textbook are multiple guidelines and case studies to assist with understanding these complex topics.


The Case Management Process and Related Activities:

  1. The Case Management Process
  2. Utilization Management
  3. Transitional Planning: Understanding Levels and Transitions of Care


Upon completion the student will be able to:

  1. Describe each stage of the case management process.
  2. Determine the essential components of a case management assessment.
  3. Describe how the Medicare Conditions of Participation (CoP) infuse every stage of the case management process.
  4. Describe the use of criteria and guidelines in the utilization management process.
  5. Differentiate between the various types of reviews.
  6. Differentiate between various admission statuses.
  7. Determine the role of the case manager in utilization management.
  8. Define the terms discharge planning, transitional planning, transitions of care and levels of care.
  9. Discuss the relationship between transitions of care and levels of care.
  10. Differentiate skilled from non-skilled care.
  11. Explain the relationships among transitional planning, utilization management, and reimbursement.

Part 3 - Quality management, legal considerations, and ethical principles used in the Case Management practice (22 Contact Hours):

Part three includes important information regarding quality management, legal considerations, and ethical principles used in the Case Management practice. Information regarding the case management standards and numerous professional organizations associated with case management are also included. Various methods for preparing for the case management role and strategies for success in case management practice are also discussed. Case studies and graphs enhance the understanding of the various subjects discussed.


  1. Quality Management and Outcomes Evaluation
  2. Legal Considerations in Case Management Practice
  3. Ethical Principles in Case Management
  4. Case Management Standards and Professional Organizations
  5. Preparation for the Case Manager Role
  6. Strategies for Success in Case Management Practice


Upon completion of session three the student will be able to:

  1. Explain the role of the case manager in quality and outcome management
  2. Define performance management, outcomes management, risk management, and core measures
  3. Describe the process of quality reviews
  4. Distinguish negligence from malpractice
  5. Recognize the importance of documentation in avoiding risk for litigation
  6. Describe the process for ethical decision making
  7. Differentiate between clinical, organizational, personal, and professional ethics
  8. Identify professional organizations or societies important to case management
  9. Describe case management standards of practice, guidelines, and protocols
  10. Define accreditation and certification
  11. Define competence and competencies
  12. List four approaches to preparing case managers for their role
  13. Recognize subtle approaches to effective time management
  14. Illustrate strategies for effective communication

Buy all 3 parts and the textbook for $383.99 - click below to be taken to the next page where you can buy all parts together or individually!