Case Management Utilization

Instructions: This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale

(PROFICIENCY)
1 = No Experience
2 = Need Training
3 = Able to perform with supervision
4 = Able to perform independently
(FREQUENCY)
1 = Never performed observed only
2 = Less than 6 times per year
3 = 1-2 times per month
4 = Daily or Weekly
PROFICIENCY / FREQUENCY
PROFICIENCY
FREQUENCY
SETTING
Acute Care
Skilled/LTAC
MDS Coordinator
Home Health
Telephonic
Workers Compensation
Insurance
Managed Care
Acute Rehab
CM/UR SOFTWARE
Interqual
Milliman
MIDAS
Allscripts UR
Word Processing Software
Other: Specify 1
Other: Specify 2
REGULATORY
CMS/Medicare
HEDIS Measures
Core Measures
Medicaid/Medical
DRG
ICD 9 Coding
ICD 10 Coding
CPT
PROCESSES
Benefits Eligibility
Pre-Certification Review
Review for Admission Criteria
Identify Appropriate Level of Care
Review Status During Stay
Discharge Planning
Physician Advisor
Clinical Documentation Improvement
Needs Assessment/Order DME
Needs Assessment/Home Health
Needs Assessment/Hospice
Needs Assessment/Skilled
Third Party Authorization Process
Concurrent Review
Retrospective Review
PROFESSIONAL KNOWLEDGE AND SKILLS
National Patient Safety Goals
Age Specific/Population Based Care
Age Specific Competencies
Infant (Birth - 1 year)
Preschooler (ages 2-5 years)
Childhood (ages 6-12 years)
Adolescents (ages 13-21 years)
Young Adults (ages 22-39 years)
Adults (ages 40-64 years)
Older Adults (ages 65-79 years)
Elderly (ages 80+ years)
EMR
Epic
Cerner
Eclipsys
McKesson
Meditech
Allscripts
Other: Specify