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Case Management: Overview Part 2

presented by Donna Williams, MSN, RN, CRRN

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Disclosure Statement:

Financial: Donna Williams receives compensation from MedBridge for this course. There is no financial interest beyond the production of this course.


 Non-Financial: Donna Williams Lederer has no competing non-financial interests or relationships with regard to the content presented in this course.

Satisfactory completion requirements: All disciplines must complete learning assessments to be awarded credit, no minimum score required unless otherwise specified within the course.

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Video Runtime: 93 Minutes; Learning Assessment Time: 34 Minutes

Case management involves assessing and planning for each individual client or patient. Part 2 of this introduction will present possible templates for gathering information and review the process for planning and implementing and the plan of care. Case management occurs in a variety of settings, and the potential differences in plans of care will be discussed. The team process needed to enhance outcomes will be reviewed. Case studies will be presented.

Meet Your Instructor

Donna Williams, MSN, RN, CRRN

Donna Williams, MSN, RN, CRRN, is a Case Manager at Kaiser Foundation Rehabilitation Center in Vallejo, CA. She has more than 40 years of experience and is certified as a rehabilitation registered nurse. She has worked for over 25 years in case management in inpatient rehabilitation facilities and as an external case manager, working with…

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Chapters & Learning Objectives

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1. Assessment and Problem Identification

This chapter will review the process of information gathering and analyzing the data. Consideration of community and financial resources will be discussed.

2. Plan of Care

This chapter will discuss determining the plan of care using the problems that have been identified. An interprofessional team approach that will meet the needs of complex patients will be discussed.

3. Implementation and Coordination

This chapter will work through the implementation of the plan, including coordinating care and interprofessional communication. Discharge planning and use of community resources will be discussed to promote positive outcomes.

4. Evaluation

Through case study examples, this chapter will help to evaluate the progress and success of the case management plan. Goals are not always accomplished, so the need for revising plans will be reviewed. This chapter will also present an interprofessional panel of experts who will discuss assessments, planning, and coordination for a population with chronic care needs. Plans for equipment, ongoing therapy, and education for caregivers will be discussed.

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