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

New for 2017!

Announcing our new 2017 calendar of on-site case management education programs.

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 care 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 typically four to eight hours in length but can be tailored to meet each organization’s  preferences. Attendance is not limited and for a single fee (depending upon size of hospital) + 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:

  • The utilization management committee in a value-based world

New payment models, new consumerism, and new marketplace expectations all point to the strategic importance of an effective utilization management committee. As the only committee mandated by the Conditions of Participation, today’s UMC doesn’t look anything like its predecessors and its effectiveness is highly dependent upon Board and executive team support, a dedicated data architect,  and a medical staff commitment for high quality, low cost practice outcomes. 

  • Understanding value-based care 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 care managers come from a variety of disciplines and educational  backgrounds and are major contributors to the organization’s bottom line and its quest to  thrive in a value based environment. 

  • The essential role of the utilization review specialist

             The difference between UR and UM is not as subtle as you may think and each plays an important funciton as the organziation prepares for a value-based marketplace and new payment models.  UR is not a perfunctory activity nor an "add-on" to the professional practice of care management and smply meeting InterQual® criteria no longer guarantees payment.  The rules and regulations governing medical necessity demand the expertise of a skilled specialist. The 1 day program agenda parallels the content of our recently published text The Hospital Guide to Contemporary Utilization Review and includes case studies to help the UR specialist apply the basic steps of a sound process and to engage the physician in documentation improvement.

  •     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. 

  • Transitions of care - Care Coordination Across the Continuum 

             Care coordination is a process to bridge the gaps in patients' progression-of-care as they move throuh the healthcare system. From the ED to critical care or from the hospital to a SNF - it's all about logistics, like getting information from one provider/location to another, and making sure the patients' needs are assessed and resources found to help meet those needs.  Successful transitions of care will decrease readmissions, improve communication among members of the healthcare team, and reduce the patients' avoidable exposure to clinical and/or financial risk.    

  • CCM Preparation Course

             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.

HOSPITAL CASE MANAGEMENT BOOT CAMP©   Influencing Positive Clinical and Financial Outcomes.  Updated for 2017 and includes discussion about the proposed and still pending changes to the discharge planning CoPs. 

Case management is a compilation of several services provided by the hospital. This comprehensive orientation program is designed to introduce newcomers to the hospital environment and the practice of acute care management and will reinforce progression-of-care principles for the experienced associate.  Content is based on professional standards and best practice from the field. The program covers the broad political, regulatory and cultural issues that impact hospital case management success, the current marketplace that influences program design and performance expectations, and structural and operational parameters of a contemporary, outcome model of case management that works!  The program includes best practice insights for Care Coordination Across the Continuum and can be modified to fit the client's time preferences.

This course was designed for acute care and critical access hospitals and discusses program components including clinical care management, utilization management, clinical resource management, discharge planning/transition care planning, and outcomes management. 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 help bring the audience up-to-date with the most effective case management processes intended to facilitate the patients' progression-of-care in the ED, the clinical decision unit (observation) and inpatient populations. 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!


 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.


THE EVOLVING ROLE OF THE PHYSICIAN ADVISOR:  How the Physician Advisor Can Facilitate Medical Staff Engagement  

Medical staff acceptance of the hospital case management program and the role of the care coordinator is often a product of their understanding of what value the program offers them and their patients.  To help them in this learning process, the role of the Physician Advisor as educator, coach, and advocate is essential. Dr. Steven J Meyerson joins PhoenixMed in presenting this program intended for a leadership and medical staff/hospitalist audience. 


HOSPITAL CASE MANAGEMENT BEST PRACTICE FOR NON-HOSPITAL CASE MANAGEMENT ASSOCIATES:  This 1/2 day program was developed at the request of our hospital clients to help educate and orient nursing, medical, access management, ED and financial service colleagues about the professional practice of hospital case management and the basic tenets driving contemporary hospital case management practice. 

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