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Case Manager Skills Checklist

My responses in this checklist represent a true reflection of my experience and comfort level. Please self-rate your comfort level in performing tasks in connection with the below checklist. Rate your level of comfort for each line item by following the below ranking system. Simply fill in the appropriate option immediately following the rating number.

* Typed Name (typing your name below serves as an electronic signature)

* Phone Number

* Email

* Re-enter Email

Level of Comfort/Experience

N/A=Non-applicable
1=Inexperienced in this area
2=Limited comfort/experience in this area
3=Comfortable/experienced in this area
4=Very comfortable/highly experienced in this area

Area	Not Applicable	Inexperienced	Limited Experience	Experienced	Highly Experienced
Collect and assess patient information pertinent to patient’s history, condition, and functional abilities in order to develop a comprehensive, individualized care plan that promotes wellness, appropriate utilization, and cost-effective care and services.	N/A	1	2	3	4
Develop, implement, and coordinate case management action plan for achieving specified patient goals as determined by the case management action plan. Coordinate necessary resources to achieve goals and objectives.	N/A	1	2	3	4
Monitor and evaluate appropriateness of case management action plan, assess progress toward meeting goals, and modify the plan to help achieve desired patient outcomes.	N/A	1	2	3	4
Support outreach activities as needed to members, clients, providers and others.	N/A	1	2	3	4
Perform concurrent review of patients admitted to hospitals.	N/A	1	2	3	4
Serve as a resource to assist patient and patient’s family in accessing appropriate providers, facilities, and community resources for their behavioral healthcare needs.	N/A	1	2	3	4
Review referral and preauthorization requests for appropriateness of care within contract guidelines.	N/A	1	2	3	4
Identify high exposure cases, case management or utilization review issues, pertinent inquiries, problems and decisions that may require review.	N/A	1	2	3	4
Identify and negotiate with appropriate vendors to provide services	N/A	1	2	3	4
Serve as primary resource to patient and family members for questions and concerns related to the health plan and navigating through the health systems issues.	N/A	1	2	3	4
Track and manage provider claims related to case load.	N/A	1	2	3	4
Identify catastrophic or high exposure cases.	N/A	1	2	3	4
Thorough knowledge and understanding of medical procedures, diagnoses, care modalities, and procedures codes.	N/A	1	2	3	4
Thorough knowledge of community services, providers, vendors and facilities available to assist members.	N/A	1	2	3	4
Ability to use computerized systems for data recording and retrieval	N/A	1	2	3	4
Experience in case management, including cases that require rehabilitation treatment.	N/A	1	2	3	4
Experience in case management, including cases that require home health treatment.	N/A	1	2	3	4
Experience in case management, including cases that require hospice treatment.	N/A	1	2	3	4
Excellent communication and negotiation skills, both verbal and written.	N/A	1	2	3	4
Basic math skills including percentages, ratios, graphing and spreadsheet skills.	N/A	1	2	3	4
Making decisions for care outside contractual benefits that are mutually beneficial and cost-effective.	N/A	1	2	3	4