3 CM Qualities That Engage Populations in Telephonic Case Management

Wednesday, February 12th, 2014
This post was written by Jessica Fornarotto

Beyond scripts and data, there are three qualities that a case manager should possess to successfully engage populations in telephonic case management, says Jay Hale, director of quality improvement and clinical operations at Carolina Behavioral Health Alliance (CBHA).

We have found that if case managers are more comfortable with a certain illness or population, they tend to engage members better. We are still trying to figure out the nuances within each population. People who have done more child/adolescent work engage parents better than substance abuse recovery individuals do. People that do a significant amount of substance abuse recovery do a better job with that population than with the adult mental health population. There is an X factor or a subdivision with this.

Second, case managers need to be extroverted people who do not mind making the outgoing phone calls. While we need scripts and data to drive our program, the people who make it most successful are the clinicians who are most comfortable engaging those individuals. However, they are the least comfortable with paperwork, which is why we make our paperwork as simple as possible. We want to be sure that they can point and click, and go straight through it. It is one flowing process for them.

Finally, management also supports engagement. It is important to talk to the staff about success stories and what happened that made them successful. They should use it as a learning opportunity for everyone, but also as a celebration opportunity. As long as we can keep case managers enthused about the program they are doing, that enthusiasm comes through in their voice when they are talking to individuals on the phone and it helps them go the extra mile. It helps them with the process of relating to members at the other end.

“At CBHA, we developed our telephonic case management program to find a way to support and improve the care of some of our most vulnerable members. We want to be good stewards of the monies that are given to us by our client companies to pay for their behavioral health claims,” said Jay Hale.

Excerpted from: Telephonic Case Management Protocols to Engage Vulnerable Populations

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