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CM 520


Case Management: Theory & Process II

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Course Information

This course is the second in the continuing education program. Concepts and theories in case management systems and models are presented, in this course as a continuation of study in CM 500. Students will study utilization management and its tools for assessment and decision making. Legal and ethical issues in case management practice are examined as well. Ethical issues and dilemmas are examined as they relate specifically to the practice of case management and the role of the case manager. This course also presents theory and models of the discharge planning process and its function within case management systems and models. The role of the discharge planner is examined. Students also study the entire case management system and role from assessment, planning, intervention and evaluation. Case management forms and tools are presented. Factors leading to success in the role of case manager are also studied. Case studies in case management are examined to assist the student in operationalizing the concepts learned in this course and in CM 500. Course Code: CM 520. Contact hours of education = 25

This course is particularly designed for those who would like to apply for Fellowship certification as a "Fellow" in the American Academy of Case Management.

This is a guided, independent study CEU Course. You are to study and progress at your own rate. There are no written assignments. It is recommended that you follow this process for completing the course:

Instructor/Course Author:  Dominick L. Flarey, Ph.D, MBA, RN,BC, CNAA, FACHE

Link to Resume

E-mail: info@aihcp.org

TIME FRAME: You are allotted two years from the date of enrollment, to complete all of the courses in this continuing education program (all five (5) courses). There are no set time-frames per course, other than the two year allotted time. If you do not complete the courses within the two-year time-frame, you will be removed from the course and an "incomplete" will be recorded for you in our records. Also, if you would like to complete the courses after this two-year expiration time, you would need to register and pay the course tuition fee again.


Case Management: A Practical Guide for Education and Practice, 4th edition, by Suzanne K. Powell & Hussein A. Tahan. Philadelphia: Lippincott, Williams & Wilkins, 2018.

  • ISBN-10: 1496384253
  • ISBN-13: 978-1496384256

Link to Purchase on Amazon.com: click here

Instructor: Your instructor for this course is Dominick L. Flarey, Ph.D,MBA, RN,BC,CNAA, FACHE ,executive director of the American Academy of Case Management.. Access information

GRADING: You must achieve a passing score of at least 70% to complete this course and receive the 25 hours of awarded continuing education credit. There are no letter grades assigned. You will receive notice of your total % score. Those who score below the minimum of 70% will be contacted by the American Academy of Case Management and options for completing additional course work to achieve a passing score, will be presented.

Within 24-48 hours after submission of your completed examination for this course, you will receive from us an e-mail notification of your final score and more information about the shipping of your CEU certificate.

BOARD APPROVALS: AIHCP is an approved provider of continuing education by the Florida Board of Nursing and the District of Columbia Board of Nursing. CE Provider # 50-11975. Access information

The American Institute of Health Care Professionals (The Provider) is approved by the California Board of Registered Nurses, Provider number # CEP 15595 for 25 Contact Hours.

This course, which is approved by the Florida State Board Of Nursing (CE Provider # 50-11975) also has the following Board of Nursing Approvals, for 25 contact hours of CE:

The American Institute of Health Care Professionals Inc: is a Rule Approved Provider of Continuing Education by the Arkansas Board of Nursing. CE Provider # 50-11975.
The American Institute of Health Care Professionals Inc: is a Rule Approved Provider of Continuing Education by the Georgia Board of Nursing. CE Provider # 50-11975.
The American Institute of Health Care Professionals Inc: is a Rule Approved Provider of Continuing Education by the South Carolina Board of Nursing. CE Provider # 50-11975.
The American Institute of Health Care Professionals Inc: is a Rule Approved Provider of Continuing Education by the West Virginia Board of Examiners for Professional Registered Nurses. CE Provider # 50-11975.
The American Institute of Health Care Professionals Inc: is a Rule Approved Provider of Continuing Education by the New Mexico Board of Nursing. CE Provider # 50-11975.

Course Refund & AIHCP Policies: access here

Online Classroom Resouces and Tools

* Examination Access: there is link to take you right to the online examination program where you can print out your examination and work with it. All examinations are formatted as "open book" tests. When you are ready, you can access the exam program at anytime and click in your responses to the questions. Full information is provided in the online classrooms.

* Student Resource Center: there is a link for access to a web page "Student Resource Center." The Resource Center provides for easy access to all of our policies/procedures and additional information regarding applying for certification. We also have many links to many outside reference sites, such as online libraries that you may freely access.

* Online Evaluation: there is a link in the classroom where you may access the course evaluation. All students completing a course, must, without exception, complete the course evaluation.

* Faculty Access Information: you will have access to your instructor's online resume/biography, as well as your instructor's specific contact information.

* Additional Learning Materials: some faculty have prepared additional "readings" and /or brief lecture notes to enhance your experience. All of these are available in the online classrooms.


Blog of the American Academy of Case Management: access here


Fellowship Certification Information:

Once you have completed all of the five (5) courses in this education program, you are eligible for application and conferral of "Fellowship status and Certification" in the American Academy of Case Management. To access program information on Fellowship/Certification, click here.


Upon completion of this course, you will be able to:

1. Identify and discuss common ethical dilemmas that present in case management practice.
2. Identify and discuss issues related to withholding and withdrawing of care.
3. Define the role of ethics committees
4. Discuss a model for ethical decision making
5. Review and understand various codes of professional ethics.
6. Review and understand the code of professional conduct for case manages.
7. Review and understand the tenets of the patients bill of rights.
8. Contrast and compare quality management and risk management.
9. Discuss the process for quality reviews in case management systems.
10. Identify risk management recommendations and prevention strategies.
11. Define and discuss the use of quality indicators in care delivery.
12. Understand the theory/concepts of discharge planning.
13. Discuss discharge planning assessment and implementation strategies.
14. Define common levels of patient care and discuss how they relate to discharge planning.
15. Discuss the concept and applicability of transition hospitals.
16. Define and discuss all types of subacute care levels.
17. Discuss hospice care and insurance reimbursements
18. Compare and contrast skilled vs non-skilled care services
19. Discuss regulations and issues related to home care services.
20. Discuss durable medical equipment, its regulations and reimbursement issues.
21. Define and discuss the stages of the case management process.
22. Identify the process of development and coordination of a case plan.
23. Identify the process for evaluation of a case plan.
24. Define issues and strategies relevant to pain management.
25. Compare and contrast case management vs managed care.
26. Identify communication and information-gathering techniques for case managers
27. Review selected case studies and discuss the core issues for case management care delivery.


1. Ethical issues and dilemmas in case management practice
2. Advanced directives
3. Code for professional conduct
4. Role and process of ethics committees
5. Ethics decision making models
6. Rationing of health care
7. Standards of professional performance
8. Continuous quality improvement
9. Adverse patient outcomes
10. Occurrence reports and incident reports
11. Performance improvement
12. Quality assurance and total quality management
13. Assessing variances
14. Custodial care
15. Home health services
16. Hospice care
17. Intermediate care
18. Long-term care
19. Rehabilitation services
20. Skilled nursing care
21. Subacute care
22. Discharge planning
23. Stages of the case management process
24. Screening and assessment tools
25. Case plan development, implementation and evaluation
26. Pain management programs
27. Success factors in case management
28. Problem-solving techniques
29. Communication and information gathering techniques
30. Case management case studies

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