
Case management is a service offered by healthcare professionals to help individuals and their families manage their health needs. Case managers are healthcare professionals who work with patients and their families or caregivers to help them understand and manage their health and care needs. They assess, plan, coordinate, monitor and evaluate options and services required to meet the patient's health needs. Case managers help patients receive the care they need to manage their diagnosis, illness, or injury and provide support to connect them with the right doctors, resources, education, and services.
| Characteristics | Values |
|---|---|
| Case manager qualifications | Experienced registered nurses |
| Case manager role | To assess, plan, coordinate, monitor and evaluate options and services to meet the patient's health needs |
| Case manager work locations | Hospitals, health insurance companies, medical or mental health offices, outpatient clinics, doctor’s offices, home care, rehabilitation facilities, or almost anywhere you receive care |
| Case manager clients | Patients, families, caregivers |
| Case manager duties | Help clients make plans and decisions about their health goals, educate clients about their health, and connect them to the right doctors, resources, education, and services |
| Case management goals | Facilitate the achievement of client wellness and autonomy, enhance privacy, confidentiality, health, and safety |
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What You'll Learn
- Case managers help patients and their families understand and manage their health and care needs
- They assess, plan, coordinate, monitor, and evaluate options and services to meet patients' health needs
- Case managers help patients connect with the right doctors, resources, education, and services
- They work in hospitals, outpatient clinics, doctor's offices, rehabilitation facilities, and more
- Case managers develop a plan of care for their clients, considering inputs and approvals from the client and healthcare providers

Case managers help patients and their families understand and manage their health and care needs
Case managers are healthcare professionals who work with patients and their families to help them understand and manage their health and care needs. They can be found in hospitals, health insurance companies, mental health offices, outpatient clinics, rehabilitation facilities, and almost anywhere one receives care. Case managers assess, plan, coordinate, monitor, and evaluate options and services to meet the patient's health needs. They work closely with physicians and other health team members to provide care to high-risk, medically complex patients. Case managers help patients and their families navigate the complex healthcare system, acting as patient advocates to support, guide, and coordinate care. They help patients receive the care they need to manage their diagnosis, illness, or injury, and connect them with the right doctors, resources, education, and services.
Case managers develop a plan of care for their clients, taking into account the client's goals and inputs, as well as the approvals of the client's support system and healthcare providers. This plan is action-oriented, time-specific, and multidisciplinary, addressing the client's self-care management needs and care across the continuum. It identifies measurable and achievable outcomes within a manageable time frame, applying evidenced-based standards and care guidelines. Case managers also ensure that the care provided is safe, effective, client-centered, timely, and equitable, enhancing services by maintaining the client's privacy, confidentiality, health, and safety through advocacy and adherence to ethical and legal standards.
In the healthcare setting, case managers are often assigned to inpatient units, primary care physicians' practices, the emergency department, and the admitting department. They may also work in outpatient settings, facilitating safe transitions between hospital and outpatient care. Case managers help patients and their families understand the patient's condition, medication, and any necessary lifestyle changes. They provide support and guidance to patients and their caregivers, empowering them to navigate their health and wellness journeys effectively.
Overall, case managers play a crucial role in helping patients and their families understand and manage their health and care needs. By advocating for patients, coordinating care, and providing education and support, case managers enable patients to achieve their health goals and improve their healthcare journey. Case management is a collaborative process that involves working closely with the patient, their family, and healthcare providers to ensure optimal patient outcomes and a positive healthcare experience.
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They assess, plan, coordinate, monitor, and evaluate options and services to meet patients' health needs
Case managers are healthcare professionals who work with patients and their families or caregivers to help them understand and manage their health and care needs. They assess, plan, coordinate, monitor, and evaluate options and services to meet patients' health needs. This involves identifying healthcare needs, ensuring access to resources and services, addressing social determinants of health, and facilitating safe care transitions.
Case managers work in various settings, including hospitals, health insurance companies, mental health offices, outpatient clinics, rehabilitation facilities, and home care. They may be assigned to inpatient units, primary care physicians' practices, the emergency department, or the admitting department. Case managers are experienced registered nurses or other healthcare professionals who work closely with physicians and other health team members to provide care to complex patients.
The assessment phase involves evaluating the patient's current health status, medical history, social determinants of health, and any other relevant factors that may impact their care. Case managers may use risk classification systems to stratify patients according to the complexity of their condition and the resources required. This information helps them develop a comprehensive plan of action tailored to the patient's needs.
During the planning phase, case managers develop a case management plan in collaboration with the patient, their support system, and healthcare providers. This plan is action-oriented, time-specific, and multidisciplinary, addressing the patient's self-care management needs and identifying measurable and achievable outcomes. It also includes the specific services and resources required, such as home care services post-hospital discharge.
In the coordination and monitoring phase, case managers work closely with various healthcare providers and specialists to ensure that the patient receives the necessary treatments and services. They facilitate safe transitions between different care settings, such as from hospital to outpatient care, and provide education to patients and their families about their health conditions and the care process. Case managers also monitor the patient's progress and adjust the plan as needed to ensure optimal health outcomes.
Finally, the evaluation phase involves assessing the effectiveness of the care provided and determining whether the patient's health needs are being met. Case managers may evaluate the patient's overall well-being, the quality of the services provided, and the achievement of the defined goals. This feedback loop allows for continuous improvement in the patient's care plan and helps ensure that the patient receives the best possible care to meet their health needs.
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Case managers help patients connect with the right doctors, resources, education, and services
Case managers are healthcare professionals who work across a variety of settings, including hospitals, health insurance companies, mental health offices, outpatient clinics, and rehabilitation facilities. They are patient advocates, supporting, guiding, and coordinating care for patients, their families, and caregivers. Case managers help patients connect with the right doctors, resources, education, and services.
Case managers help patients connect with the right doctors by assessing, planning, coordinating, monitoring, and evaluating options and services to meet the patient's health needs. They work closely with physicians and other health team members to provide care to high-risk, medically complex patients. Case managers may also help patients understand their diagnosis, illness, or injury, and guide them to the appropriate medical professional. For instance, a case manager helped 13-year-old Hector, who had been diagnosed with asthma, to understand his disease and how to take his medication. They also helped him manage his exercise routine.
Case managers also help patients connect with the right resources by facilitating safe care transitions and advocating for their clients. They ensure that clients have appropriate access to resources and services, addressing social determinants of health. Case managers may also help clients and their families to understand and manage their health and care needs. For instance, a case manager helped Andrea, who had been in a car accident, to arrange for her care at a rehabilitation center and explained what was happening.
Case managers can also help patients connect with educational resources. They educate patients, families, and providers on best health practices and services, especially in the outpatient setting. Case managers also work with the patient's support system, which may include their family, caregivers, and healthcare providers, to develop a comprehensive plan. This plan is action-oriented, time-specific, and multidisciplinary in nature. It addresses the client's self-care management needs and care across the continuum, including services needed after a current episode of care, such as home care services post-hospital discharge.
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They work in hospitals, outpatient clinics, doctor's offices, rehabilitation facilities, and more
Case managers are healthcare professionals who work across a variety of settings, including hospitals, outpatient clinics, doctors' offices, rehabilitation facilities, and more. They are patient advocates, supporting, guiding, and coordinating care for patients, their families, and caregivers as they navigate their health and wellness journeys. Case managers help individuals manage their health needs and ensure they receive the care they require to deal with their diagnosis, illness, or injury.
Case managers can be found in a variety of healthcare settings, including:
Hospitals
In hospitals, case managers are often assigned to inpatient units, emergency departments, and admitting departments. They work closely with physicians and other healthcare professionals to assess, plan, coordinate, monitor, and evaluate the options and services required to meet the patient's health needs. They may also facilitate safe transitions between hospital and outpatient settings, ensuring continuity of care.
Outpatient Clinics and Doctors' Offices
Case managers working in outpatient settings are often part of integrated care management programs. They work with high-risk or medically complex patients, helping to identify their healthcare needs and coordinating treatments and providers. They educate patients, families, and providers on best health practices and services, ensuring patients receive the services they need to achieve an optimal quality of life.
Rehabilitation Facilities
Case managers in rehabilitation facilities help individuals transition from hospital to rehab, arranging the necessary care and explaining the process. They support individuals in understanding their health conditions, managing their medications, and coordinating any necessary resources or services to aid in their recovery.
Home Care
Case managers can also provide support in individuals' homes, particularly after hospital discharge. They help individuals manage their self-care needs and ensure they have access to the necessary home care services to maintain their health and well-being.
Case managers work collaboratively with their clients and their support systems, which can include family members and caregivers. They advocate for their clients' needs and help them navigate complex healthcare systems to achieve their health goals and optimum wellness.
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Case managers develop a plan of care for their clients, considering inputs and approvals from the client and healthcare providers
Case managers are healthcare professionals who work with patients and their families or caregivers to help them understand and manage their health and care needs. They are patient advocates who support, guide, and coordinate care for patients, helping them navigate their health and wellness journeys. Case managers can be found in hospitals, health insurance companies, mental health offices, outpatient clinics, rehabilitation facilities, and more.
Case managers play a crucial role in developing a comprehensive plan of care for their clients. This involves assessing, planning, coordinating, monitoring, and evaluating the options and services required to meet the patient's health needs. The planning phase is a critical aspect of case management, where case managers consider the inputs and approvals of both the client and their healthcare providers. This ensures that the plan is tailored to the client's specific needs and goals.
During the planning phase, case managers involve the client and their support system in decision-making. They take into account the client's health goals and work collaboratively with healthcare providers to develop an action-oriented and time-specific plan. This may include identifying the client's healthcare needs, coordinating treatments and providers, and facilitating safe transitions between different care settings, such as from hospital to outpatient care. Case managers also ensure that clients are connected to the right doctors, resources, education, and services, empowering them to manage their health effectively.
The case management plan aims to address the client's self-care management needs and outline the services required after a current episode of care. For example, it may include arranging for home care services after a patient's hospital discharge. Case managers also set measurable and achievable outcomes within a realistic timeframe, ensuring that the plan aligns with evidenced-based standards and care guidelines. This comprehensive approach helps clients achieve their health goals and enhances their overall wellness and autonomy.
It is important to note that case managers prioritize the client's privacy, confidentiality, health, and safety throughout the process. They adhere to ethical and legal standards, ensuring that the services provided are safe, effective, client-centered, timely, and equitable. By involving all stakeholders, case managers develop individualized care plans that lead to positive outcomes for clients, their support systems, and healthcare delivery systems as a whole.
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Frequently asked questions
Case management is a service offered by healthcare professionals to help individuals and their families manage their health needs. Case managers are patient advocates who assess, plan, coordinate, monitor, and evaluate options and services to meet the patient's health needs.
Case managers work in hospitals, health insurance companies, mental health offices, outpatient clinics, doctor's offices, rehabilitation facilities, and more.
Case managers help patients and their families understand and manage their health and care needs. They also help patients receive the care they need to manage their diagnosis, illness, or injury. Case managers also connect individuals with the right doctors, resources, education, and services.
Case managers develop a case management plan of care for their clients, considering the client's inputs and approvals, as well as those of the client's healthcare providers. The plan addresses the client's self-care management needs and identifies measurable and achievable outcomes within a specific time frame.
The goal of case management is to facilitate the achievement of client wellness and autonomy. Case managers advocate for their clients, ensuring their privacy and confidentiality, while also adhering to ethical and legal standards. Ultimately, case management seeks to optimize the healthcare experience and achieve desirable outcomes for all involved.











































