Hospital Case Management Practice: What You Want to Know About the CMSA White Paper

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Start Time:12:00 AM
End Time:12:00 AM
Contact Information
Additional Information

This educational activity is jointly provided by AXIS Medical Education and MHA Health Institute.
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Date & Location

Tuesday, Dec. 10

Columbia Courtyard by Marriott
3301 LeMone Industrial Blvd.
Columbia, Mo.

Register on or before Thursday, Dec. 5.

This seminar is being offered at a reduced registration fee to MHA-member hospitals thanks to a generous contribution from the MHA Management Services Corporation. This webinar also is eligible for use of the MHA Health Institute coupon. Coupons were mailed to MHA-member hospital CEOs on Dec. 17, 2018.


This program will be of value to administrative and medical leadership, as well as front-line staff who are directly or indirectly responsible for any aspect of the patients’ progression-of-care through the continuum. This includes hospitalists, case managers, ACO and medical home leaders, ED leadership team, social service personnel, nurse managers, revenue cycle representatives, performance improvement professionals, physician advisors, the C-suite team, and Board representatives. Program content is applicable to large academic teaching facilities, community hospitals, long term acute care hospitals, rehabilitation facilities and critical access hospitals.


In June 2019, the Case Management Society of America released its White Paper on Hospital Case Management Practice. The White Paper is the product of a two-year investigation by a task force of subject matter experts in response to the queries CMSA receives from hospital case managers across the country.

CMSA recognizes that the entire health care marketplace is undergoing seismic changes, and despite the uncertainties of the political landscape, health care organizations across the country are diving into initiatives that will help them succeed under emerging payment and delivery of care models. As experience with value-based care matures, comprehensive care coordination capabilities to meet the needs of multiple populations will be essential.

Based on published studies and through personal experiences of the task force members, we know that most health care dollars are spent on a small percent of patients with medically complex conditions, chronic conditions, social or behavioral obstacles, or other vulnerabilities that affect health. These are the patients that hospital case managers and their colleagues across the continuum must target in a value-based marketplace.

This program summarizes the findings of the task force regarding the environmental background driving the transformation of traditional case management departments into care coordination programs. It will identify the current state of practice and the desired state of practice, along with key elements of hospital case management practices that must be addressed to build a cutting-edge patient-centered care coordination program for the hospital’s most vulnerable patients.


Upon completion of this program, participants will be able to:

  • explain the impact that the transition from volume to value has had on the hospital industry
  • identify alternative models of hospital case management programs
  • discuss the advantages/challenges among alternative practice models
  • discuss the transformation from case manager to care coordinator
  • examine the difference between utilization review and resource management
  • describe the difference between process outcomes and patient-reported outcome measures


7:30 a.m. — Registration/Continental Breakfast

8 a.m. — Welcome, Objectives, Vocabulary

8:10 a.m. — Evolutionary Models of Hospital Case Management

8:30 a.m. — Background – The New Marketplace

9:45 a.m. — Break

10:15 a.m. — The Reform Landscape

11 a.m. — The Shift to Value — Readiness for Care Coordination

11:15 a.m. — White Paper Priority 1 – Redesign Scope of Practice;
White Paper Priority 2 — Establish Clear Roles and Responsibilities

Noon — Lunch (provided)

12:30 p.m. — White Paper Priority 3 – Develop Entrepreneurial Structure;
White Paper Priority 4 – Transformative Executive Sponsor

1 p.m. — White Paper Priority 5 – Realign for Greater Effectiveness;
White Paper Priority 6 – Fine-tune Case Manager Workflow

2 p.m. — Break

2:15 p.m. — White Paper Priority 7 – Separate Professional Transition from Logistics;
White Paper Priority 8 – Resolve Opposing Views 

2:45 p.m. — Value-Based Case Management Models, Outcomes

3 p.m. — Access Management, the Revenue Cycle, MA and Denial Prevention

3:45 p.m. — Wrap-up, and Questions and Answers

4 p.m. — Adjournment


Stefani Daniels, MSNA, R.N., ACM
Founder and Managing Partner
Phoenix Medical Management, Inc.
Pompano Beach, Fla.

Stefani Daniels spent her career in the executive suite of hospitals and is the founder and managing partner of Phoenix Medical Management, Inc. She is the co-author of The Hospital Guide to Contemporary Utilization Review, 2nd edition and the popular text The Leader’s Guide to Hospital Case Management. Daniels is a contributing author to the second and third editions of the Case Management Society of America’s Core Curriculum for Case Managers. She serves on the editorial boards of Lippincott’s Professional Case Manager and HCPros Case Management Monthly, and is a popular speaker on contemporary hospital and health system case management.

Continuing Education

Participants must attend the program in its entirety and complete an evaluation to receive a certificate of attendance and continuing education credits.

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Case Managers — This program has been preapproved by The Commission for Case Manager Certification® to provide continuing education credit to CCM board certified case managers. The course is approved for 6.5 contact hours. Activity code: Activity Code: S00036719 Approval #: 190001238

Participants must attend the program in its entirety and complete an evaluation to receive a certificate of completion and continuing education contact hours.

Accreditation Statement
In support of improving patient care, this activity has been planned and implemented by AXIS Medical Education and the MHA Health Institute. AXIS Medical Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Credit Designation

Nursing — AXIS Medical Education designates this continuing nursing education activity for 6.5 contact hours.
Learners are advised that accredited status does not imply endorsement by the provider or ANCC of any commercial products displayed in conjunction with an activity.

ACE logo
Social Workers — As a Jointly Accredited Organization, AXIS Medical Education is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. AXIS Medical Education maintains responsibility for this course. Social workers completing this course receive 6.5 continuing education credits.

Quality Professionals — This program is pending approval by the National Association for Healthcare Quality (NAHQ) to provide CPHQ CE credit.

All Other Participants — A certificate of attendance for 6.5 clock hours will be awarded.

Requirements for Credit:

  • Attend/participate in the educational activity and review all course materials.
  • Complete the CE Declaration form online by 11:59 p.m. ET Friday, Dec. 27. Instructions will be provided. If you do not enter the online portal by the above date, you will not be able to retrieve your statement of participation. Upon successful completion of the online form, your statement of completion will be presented to you to print.

AXIS Contact Information
For information about the accreditation of this program please contact AXIS at

Disclosure of Conflicts of Interest
AXIS Medical Education requires instructors, planners, managers and other individuals and their spouse/life partner who are in a position to control the content of this activity to disclose any real or apparent conflict of interest they may have as related to the content of this activity. All identified conflicts of interest are thoroughly vetted by AXIS for fair balance, scientific objectivity of studies mentioned in the materials or used as the basis for content, and appropriateness of patient care recommendations.

The faculty reported the following financial relationships or relationships they or their spouse/life partner have with commercial interests related to the content of this continuing education activity:

 Name of Faculty or Presenter  Reported Financial Relationship
 Stefani Daniels, MSNA, R.N., ACM  Nothing to disclose

The planners and managers reported the following financial relationships or relationships they or their spouse/life partner have with commercial interests related to the content of this continuing education activity:

 Name of Planner/Manager  Reported Financial Relationship
 Rita F. Kay  Nothing to disclose
 Dee Morgillo, M.Ed., CHCP  Nothing to disclose
 Holly M. Hampe, D.Sc., R.N., MHA, MRM  Nothing to disclose

Participants have an implied responsibility to use the newly acquired information to enhance patient outcomes and their own professional development. The information presented in this activity is not meant to serve as a guideline for patient management. Any procedures, medications, or other courses of diagnosis or treatment discussed in this activity should not be used by clinicians without evaluation of patient conditions and possible contraindications on dangers in use, review of any applicable manufacturer’s product information, and comparison with recommendations of other authorities.

Americans With Disabilities Act
In compliance with the Americans With Disabilities Act, we will make every reasonable effort to accommodate your request. For any special requests, please contact the MHA Health Institute at 573/893-3700 before the meeting dates.