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

10 Chapters · 45 Lessons

  1. 1

    Introduction to Case Management

    1. (Included in full purchase)

      Welcome to the Course

  2. 2

    Module 1: Screening + Assessments

    1. (Included in full purchase)

      Introduction to Module 1

    2. (Included in full purchase)

      1.1. Preparing for the Day

    3. (Included in full purchase)

      Discharge Barrier Red Flags

    4. (Included in full purchase)

      Quick Chart Review Checklist

    5. (Included in full purchase)

      1.2. Initial Assessment

    6. (Included in full purchase)

      Initial Assessment Review

    7. (Included in full purchase)

      1.3. High-Risk Screening

    8. (Included in full purchase)

      High-Risk Screening Review

    9. (Included in full purchase)

      Case Scenario Practice

  3. 3

    Module 1: Screening + Assessments: Knowledge Check

    1. (Included in full purchase)

      Knowledge Check

  4. 4

    Module 2: SDoH + ACE Study

    1. (Included in full purchase)

      Introduction to Module 2

    2. (Included in full purchase)

      2.1. Social Determinants of Health (SDOH)

    3. (Included in full purchase)

      Social Determinants of Health Review

    4. (Included in full purchase)

      2.2. Adverse Childhood Experiences (ACE) Scores

    5. (Included in full purchase)

      Adverse Childhood Experiences Review

  5. 5

    SDoH and ACE Knowledge Check

    1. (Included in full purchase)

      SDoH and ACE Knowledge Check

  6. 6

    Module 3: Continued Care Plan

    1. (Included in full purchase)

      Introduction to Module 3

    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

  7. 7

    Continued Care Plan: Knowledge Check

    1. (Included in full purchase)

      Knowledge Check

  8. 8

    Module 4: Overview of Utilization Review

    1. (Included in full purchase)

      Introduction to Module 4

    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. (Included in full purchase)

      Case Scenario Practice

  9. 9

    Overview of Utilization Review: Knowledge Check

    1. (Included in full purchase)

      Knowledge Check

  10. 10

    Survey + CE Post-Test

    1. (Included in full purchase)

      CE Information

    2. (Included in full purchase)

      Course Evaluation

    3. (Included in full purchase)

      CE Post-Test

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,  Sara Williams

Sara Williams has over 35 years of healthcare and since 2009, has been dedicated to the advancement of case management in the acute inpatient and ambulatory care management settings. She was instrumental in the development of an integrated case management/population health model that addressed care across the continuum for a major health system and served as a System Director of Case Management for a large health system, where she led the implementation of a standardized care management model for all acute care facilities within the system. Sara has extensive experience in leadership, case management, and utilization review. She recently implemented a system-wide program to incorporate pre-claim denial management strategies into the utilization review process. This process included collaboration with Revenue Cycle, Contracting, and Physician Advisor partners, to ensure appropriate reimbursement for services provided to patients. Sara holds a Master’s degree in Nursing with a concentration in Leadership & Management and is certified in Case Management with the American Case Management Association.

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 to provide continuing education credit to CCM® Board-Certified Case Managers. The course is approved for 1.25 contact hours.

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

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