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 2019 Educational 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 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:



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.  $6,200 + T&E


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.    $3,200 + T&E


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.  $2,500 + T&E 


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.  $3,200 + T&E

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.  $4,500 + T&E


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.  $3,200 + T&E

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