Case Management Skills Checklist

Personal Information

Name(Required)
MM slash DD slash YYYY

Proficiency Scale

1 – No Experience
2 – Need Training
3 – Able to perform with supervision
4 – Able to perform independently

Settings

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

Regulatory

CMS/Medicare
HEDIS Measures
Blood Flow Rate
Core Measures
Medicaid/Medical
DRG
ICD 9 Coding
ICD 10 Coding
CPT

Processess

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 & 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
EMR Conversion

Certifications

BLS
BLS Expiration Date
Certified Case Manager (CCM)
Certified Case Manager (CCM) Expiration Date
Accredited Case Manager (ACM)
Accredited Case Manager (ACM) Expiration Date
Certified Disability Management Specialist (CDMS)
Certified Disability Management Specialist (CDMS) Expiration Date
Certified Clinical Documentation Specialist (CCDS)
Certified Clinical Documentation Specialist (CCDS) Expiration Date
ACLS
ACLS Expiration Date
Other Expiration Date
Other Expiration Date

Authorizations

The information I have given is true and accurate to the best of my knowledge. I hereby authorize Hired by Matrix, Inc. to release this Case Management Skills Checklist to Client facilities of Hired by Matrix, Inc. in consideration of my assignment to work at those facilities.
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