Skills Checklist

Case Management Checklist

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WORK SETTING EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

Hospital
Occupational health
Insurance company
Health maintenance organization review department
HMO utilization review call center
Home health
Hospice
Managed care service provider
Long-term care

GENERAL SKILLS EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

Familiar with Milliman guidelines
Familiar with InterQual criteria and computer software
Familiar with Medicare guidelines
National Patient Safety Goals
Patient/family teaching & education
Awareness of HCAHPS

REGULATING AGENCIES:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

CMS: Centers for Medicare & Medicaid Services
OSHA: Occupational Safety & Health Agency
Department of Health
The Joint Commission
HIPAA: Health Insurance Portability & Accountability Act
Disability management
Worker’s compensation
Data abstraction
Discharge planning

ASSESSMENT EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

Assesses resource utilization
Cost management
Diagnosis
Past/present treatment course & services
Prognosis
Goals
Treatment & provider options
Prior authorization reviews
Continued stay reviews

PLANNING EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

Collaboration with client/family & members of the healthcare team
Identification of immediate, short-term & ongoing needs
Develops appropriate and necessary case management strategies
Discharge planning

EVALUATION EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

Pre-certification review
Concurrent utilization review
Retrospective utilization review
Benefits eligibility review
Drug utilization review

SOFTWARE PROGRAMS EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

MeDecision
TILE
OASIS

INPATIENT BASED SKILLS EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

Universal precautions
Cardiac arrest/CPR
Use of rapid response teams

AGE-SPECIFIC COMPETENCIES EXPERIENCE:

Rank each of the following sections on a scale of 1 to 3: 1) Limited or no experience 2) Experienced, but may need review or supervision 3) Able to function independently *

Newborn / neonate (birth-30 days)
Infant (31 days-1 year)
Toddler (ages 2-3 years)
Preschool (ages 4-5 years)
School age (ages 6-12 years)
Adolescent (ages 13-21 years)
Young adult (ages 22-39 years)
Adult (ages 40-64 years)
Older adult (ages 65-79 years)
Elderly (ages 80+ years)