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.

Total Stars:

Obtained Stars:

Ranking: 0%

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