Case Manager Skills Checklist – Professional Nursing Service

Email*

Phone*

Years Experience in Clinical Specialty:*

Directions for Completing Skills Checklist

The following is a list of equipment and/or procedures performed in rendering care to patients. Please indicate the level of experience/proficiency with each and, where applicable, the types of equipment and/or systems with which you are familiar.

Use the following KEY as a guideline:
A) Theory Only/No Experience - Didactic instruction only, no hands-on experience.
B) Limited Experience - Knows procedure/has used equipment, but has done so infrequently or not within the last six months.
C) Moderate Experience - Able to demonstrate equipment/procedure, performs the task/skill independently with only resource assistance needed.
D) Proficient/Competent - Able to demonstrate/perform the task/skill proficiently without any assistance and can instruct/teach.

Core Skills

1.*

	A	B	C	D
Written Communication Skills
Verbal Communication Skills
Basic Negotiation Skills
Job Related Computer Skills
Ability to Prioritize
Knowledge of Community Health Care and Vocational Services
Ability to Properly Maintain Records
Knowledge of Medical Billing Procedures
Ability to Work Effectively in All Situations
Ability to Assess, Plan, Implement and Evaluate Individual Patient Care Programs and Treatment Plans
Ability to Gather Data, Compile Information and Prepare Reports
Ensure Outcomes are Met within an Appropriate Length of Stay
Document All Client Encounters
Complete and Submit Billing Documentation as Appropriate
Identify and Provide Emergency Crisis Services as Necessary
Ability to Develop and Implement Action Plans for Health Centers to Improve Performance

Experience With:

2.*

	A	B	C	D
Disability Review
Long Term/Short Term Disability Case Management
Workers Compensation Case Management
Telephonic Case Management
Pre Certification/Pre-Admission Certification
Catastrophic Case Management
Continued Stay Review
MCM-Medical Case Management
Discharge Planning
Criteria for Hospital Admissions
Intensity of Service- Diagnosis & Therapeutic Services
Discharge Screens- Specific Indicators of Patients Ability
Appropriateness of Care- Patients Ability
Diagnosis Related Grouping
ICD- 9-CM
CPT
SIMS- Interqual- Criteria for SSO Waiver
Milliman and Robertson Criteria
PPR- Prospective Procedure Review
PA- Physician Advisor
Prior Authorization
Utilization Review
Utilization Management
Ability to Gather Data, Compile Information and Prepare Reports

Work Settings:

3.*

Age Specific:

Please indicate the frequency with which you provide care for each age group:*

Date*

	A	B	C	D
Acute Care/Hospital
Managed Care
SNF/ Long Term Care
Home Health
Outpatient

	A	B	C	D
Infant (Birth to 1 year)
Toddler (1-3 years)
Pre-school (3-6 years)
School Age (6-12 years)
Adolescent ( 12-18 years)
Young Adult ( 18-30 years)
Mature Adult (30-60 years)
Elderly (>60 years)