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Hickam DH, Weiss JW, Guise JM, et al. Outpatient Case Management for Adults With Medical Illness and Complex Care Needs [Internet]. Rockville (MD): Agency for Healthcare Research and Quality (US); 2013 Jan. (Comparative Effectiveness Reviews, No. 99.)

  • This publication is provided for historical reference only and the information may be out of date.

This publication is provided for historical reference only and the information may be out of date.

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Outpatient Case Management for Adults With Medical Illness and Complex Care Needs [Internet].

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Appendix ADefinitions of Case Management

SourceDefinition
AARP
http://healthtools​.aarp​.org/galecontent/case-management
Case management assigns the administration of care for an outpatient individual with a serious mental illness to a single person (or team); this includes coordinating all necessary medical and mental health care, along with associated supportive services. Case management tries to enhance access to care and improve the continuity and efficiency of services. Depending on the specific setting and locale, case managers are responsible for a variety of tasks, ranging from linking clients to services to actually providing intensive clinical or rehabilitative services themselves. Other core functions include outreach to engage clients in services, assessing individual needs, arranging requisite support services (such as housing, benefit programs, job training), monitoring medication and use of services, and advocating for client rights and entitlements.
American nurses association (ANA)
http://www​.nursingworld.org
Management directed toward serious conditions likely to require numerous providers and involve costly care. Case managers handle each case individually, identifying the most cost-effective treatments for extremely resource-intensive conditions, such as accidents, AIDS, cancer, major trauma, prematurity, and strokes.
Huntington, J., (January 6, 1997). “Glossary for Managed Care” Online Journal of Issues in Nursing Vol. 2. No. 1. Available: www​.nursingworld.org​/MainMenuCategories/ANAMarketplace​/ANAPeriodicals​/OJIN/TableofContents​/Vol21997/No1Jan97​/GlossaryforManagedCare.aspx.

Nursing case management is a dynamic and systematic collaborative approach to providing and coordinating health care services to a defined population. It is a participative process to identify and facilitate options and services for meeting individuals' health needs, while decreasing fragmentation and duplication of care, and enhancing quality, cost-effective clinical outcomes. The framework for nursing case management includes five components: assessment, planning, implementation, evaluation and interaction.
Definition attributed to American Nurses Credentialing Center in White P, Hall ME. Mapping the literature of case management nursing. J Med Libr Assoc. 2006 Apr;94(2 Suppl):E99-106. PubMed PMID: 16710470.
California Department Of Health Services
http://www​.ccah-alliance​.org/providermanual/PM_5.htm
Guiding the course of resolution of a personal medical problem (including the ‘problem’ of the need for health education, screening or preventive services) so that the recipient is brought together with the most appropriate provider at the most appropriate times, in the most appropriate setting. The objectives of case management of Member medical care are as follows:
  • To foster continuity of care and longitudinal Provider/Member relationships for Members in Santa Cruz and Monterey Counties.
  • To coordinate the care of members in order to achieve satisfactory care results.
  • To contribute to the reduction of the use of hospital emergency rooms as a source of non-emergency, first-contact and urgent medicine by Members.
  • To reduce unnecessary referral to specialty providers by Members.
  • To discourage medically inappropriate use of pharmacy and drug benefits by Members.
  • To facilitate Member understanding and use of disease prevention practices and early diagnostic services.
  • To provide a structure for Physicians to manage services to Members by means of the following:
    • Selection of Referral Physicians for quality of care, and adherence to the case management system and to cost effective delivery of services.
    • Measurement of individual and group Primary Care Physician performance on the basis of quality of care data.
Case Management Leadership Coalition (CMLC), 2004
http://www​.cmsa.org/PolicyMaker​/NewsEvents​/PressReleases/tabid​/272/ctl/ViewPressRelease​/mid/1004/PressReleaseID​/19/Default.aspx
Case managers work with people to get the health care and other community services they need, when they need them, and for the best value.
Case Management Society of America (CMSA), 2002
http://www​.cmsa.org/consumer​/tabid/61/default.aspx
Case management is a collaborative process of assessment, planning, facilitation, and advocacy for options and services to meet an individual's health needs through communication and available resources to promote quality cost-effective outcomes.
Center for Medicare/Medicaid Services (CMS)
http://www​.cms.gov/SpecialNeedsPlans​/Downloads​/SPMeasuresUpdate.pdf
Case management is the coordination of care and services provided to members to facilitate appropriate delivery of care and services. The organization implements case management for members. The goal of complex case management is to help members regain optimum health or improved functional capability, in the right setting and in a cost-effective manner. It involves comprehensive assessment of the member's condition; determination of available benefits and resources; and development and implementation of a case management plan with performance goals, monitoring and follow-up.
Distinguishing features of case management
  • Degree and complexity of illness or condition is typically severe
  • Level of management necessary is typically intensive
  • Amount of resources required for member to regain optimal health or improved functionality is typically extensive
Commission Of Case Manager Certification (CCMC), 2004
http://www​.cmbodyofknowledge​.com/CaseManagementKnowledge​/tabid/159/Default.aspx
Case management is a collaborative process that assesses, plans, implements, coordinates, monitors, and evaluates options and services required to meet an individual's health needs, using communication and available resources to promote quality, cost-effective outcomes.
Robert Wood Johnson Foundation, Research Synthesis Report No. 19 (12/2009)
http://www​.thenationalcouncil​.org/galleries​/default-file/Care​%20Management%20Synthesis%20Report.pdf
Care management is a set of activities designed to assist patients and their support systems in managing medical conditions and related psychosocial problems more effectively, with the aim of improving patients' health status and reducing the need to medical services. The goals of care management are to improve patients' functional health status, enhance coordination of care, eliminate duplication of services, and reduce the need for expensive medical services.

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