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 2018-2019 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:


newPREPARING FOR TRANSFORMATION:Making the Shift to Value Based Care Coordination 

Hospital case management has been around for 30 years and continues to evolve.  While many hospitals still rely on the discharge planning – utilization review framework popular in the 1990s, the move to value-based care coordination is gaining momentum.  Hospital executives are cautiously experimenting with new care delivery and payment models and despite the uncertainties of the political landscape, healthcare organizations across the county are diving into initiatives that will help them succeed under emerging models.

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

  • 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.

  • 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.

HOSPITAL CASE MANAGEMENT BOOT CAMP 2018©    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.