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Case Management Utilization CheckList

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 below to describe your experience/expertise in each area listed below.

Proficiency Scale:

1 = No Experience

2 = Need Training

3 = Able to perform with supervision

4 = Able to perform independently

SETTING Rating Stars (Click) 1 2 3 4  
Acute Care  
 
Skilled/LTAC  
 
MDS Coordinator  
 
Home Health  
 
Telephonic  
 
Workers Compensation  
 
Insurance  
 
Managed Care  
 
Acute Rehab 
 
CM/UR SOFTWARE Rating Stars (Click) 1 2 3 4  
Interqual  
 
Milliman  
 
MIDAS  
 
Allscripts UR  
 
Word Processing Software  
 
Other: Specify  
 
Other: Specify 
 
REGULATORY Rating Stars (Click) 1 2 3 4  
CMS/Medicare  
 
HEDIS Measures  
 
Core Measures  
 
Medicaid/Medical  
 
DRG  
 
ICD 9 Coding  
 
ICD 10 Coding  
 
CPT 
 
PROCESSES Rating Stars (Click) 1 2 3 4  
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 Rating Stars (Click) 1 2 3 4  
National Patient Safety Goals  
 
Age Specific/Population Based Care 
 
Age Specific Competencies Rating Stars (Click) 1 2 3 4  
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 Rating Stars (Click) 1 2 3 4  
Epic  
 
Cerner  
 
Eclipsys  
 
McKesson  
 
Meditech  
 
Allscripts  
 
Other: Specify