Case managers play a crucial role within the healthcare system, helping members adhere to care plans, improve health outcomes, and access evidence-based education content.
Case managers within health systems, home healthcare companies, or healthcare insurers and payers can play an important role in supporting patients and members. Many are trained nurses and while their duties vary between the organizations, they all have the same goals of assessing health needs and connecting individuals and caregivers to available healthcare resources.
Within a health insurance company, case and care managers support members to ensure they’re receiving quality, medically necessary care efficiently and effectively. They’re often focused on supporting members with chronic diseases, such as complex multimorbidities.
Educating members on the role and benefits of case managers is key to successful partnerships. Stigmas remain, where members may think case managers are motivated by cost containment over health outcomes. Successful case manager and member partnerships can take meaningful, positive steps in improving care quality, such as reducing unplanned hospital admissions, supplying members with engaging digital health information, and helping improve long-term outcomes.
1. Facilitating access to essential and continuous care services
One of the primary roles of a case manager is to connect members—often those who share a common diagnosis or condition—to available resources and services to support health condition knowledge and care plan adherence. Because case managers are usually trained nurses, they can support members and caregivers through the healthcare system, but are primarily focused on connecting and facilitating, not providing care.
While case managers provide a wide range of services, six key facilitation roles include:
- Patient identification and eligibility determination
- Assessment of health, social, physical, and resource needs
- Care planning with goal setting
- Plan implementation
- Plan monitoring, evaluation, and follow-up
- Transition and discharge