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  1. Don'ts. Case managers should not practice, condone, facilitate, or collaborate with any form of discrimination on the basis of race, ethnicity, national origin, color, sex, sexual orientation, age, marital status, political belief, religion, or mental or physical disability.

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  2. What emerges is a detailed “portrait” of the state of case management practice today—the typical practice of a case manager, years of experience, professional background, work setting, and more.

  3. Oct 19, 2016 · This paper aims to scope and map case management in the literature to identify how case management is described in the literature for key complex health conditions (e.g., brain injury, diabetes, mental health, spinal cord injury).

    • Sue Lukersmith, Michael Millington, Luis Salvador-Carulla
    • 10.5334/ijic.2477
    • 2016
    • Int J Integr Care. 2016 Oct-Dec; 16(4): 2.
  4. Payer-based setting (Insurance Company): Liaison between providers and insurance company. Coordinate care. Ensure appropriate care. Negotiate for services. Monitor for compliance with treatment plan. Ensure appropriate level of care and care setting. Educate on healthcare benefit. Utilization management. Discharge planning.

  5. Jun 5, 2022 · Case managers described three characteristics of success working with patients: (1) establishing trust; (2) observing change in patients’ mindset or initiative and (3) promoting stability and independence.

    • 10.1136/bmjoq-2021-001807
    • 2022
    • BMJ Open Qual. 2022; 11(2): e001807.
  6. The 2016 Standards of Practice contain information about case management including an updated definition, practice settings, roles and responsibilities, case management process, philoso- phy and guiding principles, as well as the standards and how they are demonstrated.

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  8. Feb 11, 2022 · The case manager is a key practitioner or navigator (often a nurse or a social worker) who evaluates, plans, implements, coordinates, and prioritizes services based on individuals’ needs, and offers self-management support in close collaboration with health, social and community partners [13].

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