Phoenix Medical Management, Inc. Education

Hospital Case Management Educational Programs

From small group workshops held at your hospital site, to large audience seminars, the experts at PHOENIX bring specialized educational programs directly to your hospital associates. While most of our workshops are designed for a specific purpose as requested by our clients, there are several programs that have proved most popular.

CM at Lectern

Announcing Our 2018 On-Site Programs!

We provide a cost-effective way of bringing up-to-date case management information to hospital associates.

More than ever, case management teams need up-to-date information to stay current about the marketplace pressures driving change in the hospital industry in general , and in case management programs specifically.  On-site educational programs fill the gaps left by limited educational budgets and support the organization’s commitment to an informed workforce.

These programs are tailored to meet each organization’s time and scheduling preferences. Attendance is not limited and for a per diem fee of $3,200 + T&E, associates from care coordination, utilization review, clinical documentation, access management, business office, contract managers and hospitalists are encouraged to attend.

Program topics can be tailored to meet client specifications, but below is the list of topics most requested by clients, conference participants and hospital executives:

  • Understanding Value-Based Hospital Case Management 

Just as the marketplace is swiftly and dramatically changing with new delivery of care  innovations,  so too are the traditional hospital case management programs and the role of the care manager. Today’s case managers come from a variety of disciplines and educational  backgrounds and are major contributors to the organization’s population health goals of care coordination across the continuum.  

  • The Post Acute Resource Center (PARC)

Patients selected for case management intervention require smooth transiitions across the continuum.  Transition plans, developed by the case manager and the professional care team can be implemented by colleagues who know how to 'work the magic' by finding, arranging and confirming the logistics associated with matching the patients' needs with the best post acute provider.   

  • Contemporary Hospital Utilization Management 

New payment models, new consumerism, and new marketplace expectations all point to the importance of an effective utilization management strategy to manage resouce utilization and comply with payer and contractual requirements. The difference between UR and UM is not as subtle as you may think and each plays an important function as the organziation prepares for a value-based marketplace and new payment models. No longer can utilization review be a perfunctory activity nor an "add-on" to the role of case manager and smply meeting InterQual®  or MCG® criteria no longer guarantees payment.  The rules and regulations governing medical necessity demand the expertise of a skilled specialist, a robust utilization review function, and an active utilization management committee. The 1 day program agenda parallels the content of our popular text The Hospital Guide to Contemporary Utilization Review and is essential learning for everyone associated with sound management of the hospital's resources. 

  •     Access Management: Building a Case Management Program in the ED

There are an average of seven different ways a patient can find their way to an acute-care bed.  This program will explore how a robust access management strategy can positively impact the organization's patient flow process, determine medical necessity to prevent denials and back-end rework, and improve patient clinical and satisfaction outcomes.  

  • Superman and the Physician Advisor:  Outwardly unremarkable and secretly amazing.

The new generation of physician advisors are service line experts in the field of utilization  review, regulatory compliance, and clinical resource management.  They are the ‘go-to’ consultants for the medical staff and serve as the intermediary between hospital staff and administration.  Sure, they’re “able to leap tall buildings” but they are down to earth and ready to aid all clinicians in determining the best way to comply with regulations and policies to improve outcomes.  Dr. Steven J Meyerson joins PhoenixMed in presenting this program intended for a leadership and medical staff/hospitalist audience. 

  • Care Coordination Across the Continuum: The Three Legged Stool of Population Health 

There are selected patients - typically the 5% who account for nearly 50% of costs - who benefit most from assertive care coordination as they move through the healthcare system.  Whether the movement is internal within an acute care facility, or from the facility to a post acute provider, or home, or to the community, it's all about logistics.  We must ensure that the right information is shared with the patients' care team, that the patient can safely move from one provider to another, and making sure the patients' needs are assessed and resources found to help meet those needs on an on-going basis. Successful care coordination will promote self-care, improve healthcare status, decrease hospital readmissions and ED visits, encourage communication among members of the healthcare team, and reduce the patients' avoidable exposure to clinical and/or financial risk.    

  • CCM Preparation Course

The CCM credential signifies a care manager's commitment to professionalism and the continuing quest for knowledge and skills to improve performance outcomes.  This program is designed specifically to help the hospital case manager gain insights into case management practice in other venuews and reflects the ongoing updates to the CCM test content. 

We Continue to Offer our Popular Two Day Care Management Boot Camp - A survey course on the full scope of case management activities.


          Influencing Positive Clinical and Financial Outcomes.   

This comprehensive orientation program is designed to introduce newcomers to the hospital environment and the practice of acute case management and expose them to the full scope of typical activities under the case management program umbrella.  Content is based on professional standards and best practice from the field and covers the broad political, regulatory and cultural issues that impact hospital case management success.  Over the years, the marketplace has driven change in case management model design and operations and today's era of value based care is no exception.  Today the infrastructure, workflow operations, and performance expectations are dramatically different than the decades before and this program has been updated to acquaint the participant with how case management departments are transforming to care coordination programs. 

This course was designed for acute care and critical access hospitals and discusses program components including care coordination, utilization review/management, social services, and the connection to transitional care and population health. Course content includes how to incorporate these functions into the daily case management process.

Whether new to case management or an experienced case manager, this program will bring the audience up-to-date on the 'current state of hospital case management' and at the conclusion of the session, participants will be able to assess the effectiveness of their facility's case management program and establish a work plan to get the program on track to prepare for the future!!


 Blueprints is a condensed version of HCM Boot Camp©. It is our most popular one-day workshop and includes the range of environmental issues that impact case management program, a general overview of the structural and operational activities of a contemporary hospital case management program and includes metrics to evaluate success.

For further information on these programs, please contact PHOENIXMed at or call 954.941.6505.