Introduction to Case Management

1.25 CE Credit

Program Description:

This hybrid, asynchronous course combines recorded and written material that provides a practical foundation in hospital-based case management, focusing on early identification of risk, coordinated care planning, and safe, timely discharges. Designed for new and developing case managers, the training includes short recorded Vyond videos, reading written interactive knowledge checks, and clinical tools that support consistent workflows across the inpatient stay. Participants learn how to complete high-quality assessments, identify discharge barriers, coordinate with the interdisciplinary team, understand post-acute options, and meet regulatory and documentation requirements. Realistic case scenarios reinforce skill development and promote direct application to day-to-day practice.

Comprehensive Training Program

Learn the history and best practices of case management to excel in your role.

Effective Patient Management

Enhance your skills in working with patients and interdisciplinary teams for better outcomes.

Resource Utilization Mastery

Discover strategies to efficiently manage your day, identify resource needs, and ensure optimal care progression.

About the Course:

1. Conclude efficient chart reviews to identify discharge barriers early 2. Complete initial assessments, high-risk screens, SDOH screens, and ACE screening 3. Integrate psychosocial, medical, and functional information into a comprehensive care plan 4. Collaborate in multidisciplinary rounds and maintain ongoing plan updates 5. Educate patients on choice, post-acute options, and discharge expectations 6. Recognize when MOON, IMM, HINN, or ABN notices apply 7. Understand post-acute levels of care and identify appropriate placement pathways 8. Demonstrate SNF, home health, rehab, and PASRR processes 9. Apply case management workflows to real scenarios across the inpatient stay 10. Support safe, timely, patient-centered discharge planning

Curriculum

8 Chapters · 39 Lessons

1
Introduction to Case Management
1. (Included in full purchase)
  Welcome to the Course
2
Module 1: Screening + Assessments
1. (Included in full purchase)
  1.1. Preparing for the Day
2. (Included in full purchase)
  Discharge Barrier Red Flags
3. (Included in full purchase)
  Quick Chart Review Checklist
4. (Included in full purchase)
  1.2. Initial Assessment
5. (Included in full purchase)
  Initial Assessment Review
6. (Included in full purchase)
  1.3. High-Risk Screening
7. (Included in full purchase)
  High-Risk Screening Review
8. (Included in full purchase)
  Case Scenario Practice
3
Module 1: Screening + Assessments: Knowledge Check
1. (Included in full purchase)
  Knowledge Check
4
Module 2: SDoH + ACE Study
1. (Included in full purchase)
  2.1. Social Determinants of Health (SDOH)
2. (Included in full purchase)
  Social Determinants of Health Review
3. (Included in full purchase)
  2.2. Adverse Childhood Experiences (ACE) Scores
4. (Included in full purchase)
  Adverse Childhood Experiences Review
5
Module 3: Continued Care Plan
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  3.1. Multidisciplinary Rounds
3. (Included in full purchase)
  Multidisciplinary Rounds Review
4. (Included in full purchase)
  3.2. Patient Choice + Post Acute Placement
5. (Included in full purchase)
  Patient Choice + Acute Placement Review
6. (Included in full purchase)
  3.3. Skilled Nursing Facility (SNF) Discharges
7. (Included in full purchase)
  Skilled Nursing Facility Review
8. (Included in full purchase)
  3.4. Ongoing Plan
9. (Included in full purchase)
  Ongoing Plan Review
10. (Included in full purchase)
  3.5. PASRR
11. (Included in full purchase)
  PASRR Review
12. (Included in full purchase)
  3.6. Levels of Care
13. (Included in full purchase)
  Levels of Care Review
14. (Included in full purchase)
  Flowchart: Choosing the Right Post-Acute Level of Care
15. (Included in full purchase)
  Case Scenario Practice
6
Continued Care Plan: Knowledge Check
1. (Included in full purchase)
  Knowledge Check
7
Module 4: Overview of Utilization Review
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  4.1. Avoidable Days
3. (Included in full purchase)
  Avoidable Delays Review
4. (Included in full purchase)
  4.2. MOON + IMM
5. (Included in full purchase)
  MOON + IMM Review
6. (Included in full purchase)
  4.3. HINN + ABN
7. (Included in full purchase)
  HINN + ABN Review
8. Case Scenario Practice Free preview
8
Overview of Utilization Review: Knowledge Check
1. (Included in full purchase)
  Knowledge Check

Who Should Attend

If you work with patients in hospital or healthcare settings, this course is for you. Especially helpful for: New or developing hospital case managers Clinical social workers transitioning into inpatient roles RN case managers, discharge planners, care coordinators Team members seeking standardized CM workflows

Meet Your Course Author, Tiffany Ferguson

Tiffany Ferguson, LMSW, CMAC, ACM, is the CEO of Phoenix Medical Management, Inc., the leading case management firm. After practicing as a hospital social worker, she was tapped to serve as Director of Community Case Management and quickly assumed leadership responsibility as System Director of Health and Care Management and later top Administrator for the employed medical group. Ms. Ferguson is CMAC, and ACM certified, and serves on the Observation sub-committee for ACPA. She is a weekly contributor on RACmonitor, Case Management Monthly, and commentator for Finally Friday. Tiffany is a graduate of Northern Arizona University and received her MSW at UCLA.

Meet the Course Author, Kalie Wolfinger

Kalie Wolfinger, LCSW, is the Manager of Clinical Services for Phoenix Medical Management. Kalie brings nearly 13 years of clinical social work expertise across primary care and hospital settings. Her diverse experience includes roles in emergency department clinical social work, integrated behavioral health within primary care, and case management in hospital inpatient psychiatric units and general hospital settings. In addition to her healthcare contributions, Kalie is an educator in higher education, teaching both Bachelor of Social Work and Master of Social Work programs. She also maintains a private practice, specializing in supporting first responders, crisis intervention, trauma, and dissociation, and is certified through the ACMA. She holds an MBA and a Master of Science in Nursing (MSN) with a focus on Nursing Leadership.

Course Requirements:

The course is completed after viewing the modules and completing the reading. Each module includes practical tools, real-world examples, and a brief knowledge check to reinforce learning. Posttest requirements-Participants must achieve a passing score of at least 80% to receive continuing education credit. If a participant does not pass on the first attempt, they will be provided with one opportunity to retake the test after reviewing the course materials. If the second attempt is unsuccessful, the participant will be encouraged to revisit the course content and may request additional support or clarification before attempting the test again. The posttest must be completed, along with the course evaluation before a certificate is issued. The course certificate will be delivered via email within one week of evaluation completion. Phoenix Medical Management has been approved by the California Board of Registered Nursing, Provider #17829, for 1.25 Contact Hours. Phoenix Medical Management, 1902, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 11/10/25-11/10/26. Social workers completing this course receive 1.25 general continuing education credits. “This program has been pre-approved by The Commission for Case Manager Certification to provide continuing education credit to CCM® board certified case managers. The course is approved for 1.25 contact hours. Activity code: I00066304; Approval Number: 260000357. To claim these CEs, log into your CE Center account at www.ccmcertification.org.

Ready to Transform Your Case Management Skills?

Please contact Vanessa Blutrich at [email protected] to register and if you have any questions, concerns or need special accommodations. System Requirements: Internet access and a modern web browser.

$75.00