7 Characteristics of a Successful Case Manager

Tuesday, March 3rd, 2015
This post was written by Cheryl Miller

What qualities are needed for a successful case manager? A background in community nursing helps, because the case manager can better place themselves in the patient’s shoes, having worked with others from the same background, says Melanie Fox, director of the Caldwell Physician Network Embedded Case Management program at Caldwell UNC Health Care. Prior experience in home healthcare is also beneficial for case managers, as is having helped patients through major illnesses, and then transitioned them back to work or home.

I want to talk about the qualities of a successful case manager. You want to have an independent thinker because you’re going to be doing a lot on your own. You’re in a practice by yourself. It’s the way we’re set up, but of course, we call each other if we have a question.

You want self-motivation for the same reasons, because you want somebody that is going to be motivated to help the patients and be able to think outside the box.

You need a strong skill set. I’ve found that a good home health background or experience in community nursing helps the case manager determine what a patient might need, because you’ve seen that in the community.

We have several home health nurses at work for us. We have a hospice nurse that works for us and a nurse that worked with insurance claims and worker’s comp. They all have some background where they’ve helped people get through an illness and transition either back to work or get back to where they were before their illness.

Of course, you want a confident nurse, and you need somebody that has the great passion for helping people and is strong willed. You want to take care of the patients, so you’re not popular all the time with the providers. We’re really an advocate for our patients. We’re not always telling them what they want to hear.

If providers don’t have room on their schedule, sometimes we’re really begging for them to see a patient. You have to have good communication skills, be determined to take care of the patients because that is our goal as they transition back to their home or from the facilities. As you know, the personalities are strong in our field of nursing. With the providers, we are in a position sometimes to be a little forceful.

Source: Embedded Case Management in Primary Care and Work Sites: Referral, Stratification and Protocols (Webinar available for replay)

http://hin.3dcartstores.com/Embedded-Case-Management-in-Primary-Care-and-Work-Sites-Referral-Stratification-and-Protocols-a-45-minute-webinar-on-September-25-2014-now-available-for-replay_p_4955.html

Embedded Case Management in Primary Care and Work Sites: Referral, Stratification and Protocols presents Melanie Fox, director of the Caldwell Physician Network Embedded Case Management program at Caldwell UNC Health Care, as she shares how embedded case managers in both primary care practices and work sites are improving the quality of care and reducing healthcare costs by increasing preventive care measures at the work sites and improving care gaps for patients managed by the primary care practice.

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