Phoenix Medical Management, Inc. Education

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 2022 Educational Programs!

We provide a cost-effective way of bringing up-to-date case management information to hospital associates either on-site or in a remote environment. During these hectic times, Phoenix Med offers the courses below broken down into a weekly format via webconferencing. 

These programs are tailored to meet each organization’s time and scheduling preferences. Attendance is not limited and we encourage broad attendance to include associates from care coordination, utilization review, clinical documentation, access management, business office, contract managers and hospitalists. 

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:

Essentials for the Physician Advisor: Virtual Training Course

Taught by Dr. John Zelem, Physician Advisor

This is a comprehensive foundational course for any physicians that are interested in becoming a physician advisor, new to the role, or looking for foundational education.  This is a 5 week cohort class, 1 hour session per week.  All materials will be distributed prior to each class for review.  

  1. Build a strong foundation for how you can be a successful and knowledgeable physician advisor.
  2. Meet with peers and obtain expert advice on how to successfully perform your role.
  3. Learn how to effectively communicate with your peers, case managers, and payers.
  4. Understand the regulatory nature of your role and how it interacts within your health system, particularly the revenue cycle.

Fundamentals for the Physician Advisor Course Button

Essentials for Utilization Review: Virtual Training Course. 

This is a comprehensive foundational course on the history of utilization review and the basics of how to excel in your role as a UR Specialist.  The target audience is any RN in the field of UR or interested in UR.  This course will be a cohort class 1 hour per week for 4 weeks.

  1. Build a strong foundation for how you can be a successful and knowledgeable utilization review specialist.
  2. Meet with peers and obtain expert advice on how to successfully perform your role.
  3. How to effectively communicate with physicians, peers, case managers, and payers.
  4. Understand the regulatory nature of your role and how it interacts within your health system, particularly the revenue cycle.

Utilization Review Course Registration Button

Other Courses Offered:


NEXGEN HOSPITAL CASE MANAGEMENT: Preparing for Transformation to Value 

This very comprehensive program covers information for both the newcomer and the seasoned professional and includes the full scope of typical activities under the 'traditional' case management department umbrella. The 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. 

At the request of our audience, this program also includes an overview of the changes taking placfe in hospital case management departments as they transition to enterprise-wide care coordination programs.  The transition requires revisionist thinking about the infrastructure, workflow operations, and performance expectations that accompany a new vision for hospsital case management and care coordination across the continuum.  

In this new environment, case managers are quickly becoming essential players as hospital execs and case management program leaders recognize that business as usual won’t support tomorrow’s value vision. The future demands care coordination for selected patient populations in the hospital and across the continuum to impact patient care outcomes and process improvement metrics such as total costs of care, readmissions, acute care resource utilization, post-acute costs, safety, and the costs of managing chronic conditions.  

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!!   This is a very comprehensive program typically presented over 2 full days, but can be modified to best meet your needs. 


NEW Blueprints was created at the request of several hospital leaders and has become our most popular one-day program. It's  goal is to provide an overview of the range of environmental issues that serve as the impetus to move from case management departments to enterprise wide care coordination programs. With a focus on the attributes of a robust care coordination model, it addresses several of the organizational and workflow activities, the team members, and insights on how personnel make the transition to new role expectations. We also address metrics to evaluate success and because of the multiple roles often held by one person in a CAH or small community hospitals, we briefly discuss the changing world of utilization review.    


Transition plans, developed either by the care team and the case manager, for the most-vulnerable, high-risk patients, or the patient's nurse can be implemented by colleagues who know how to 'work the magic' by doing all the "huntin' phonin' filin' faxin' and fixin'"  necessary to convert the plan into action. The growing demands of the reimbursement gatekeepers have put additional pressure on hospitals to find the most efficient post-acute service for patients and these logistical activities rarely require a professinal license.This 4 - hour program will highlight some of the disruptive innovations in structure and workflow taking place in traditional case management departments and focus on how to create a high-performing support team to faciliate the logistics of  transition planning and much more.  


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.  


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