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 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 web conferencing. 

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 Case Management: Virtual Training Course

This 5-week program is a comprehensive program for both newcomers and seasoned case managers on the history of case management and an understanding for how a highly effective case manager should function. Discussions will include how a breakdown of working with your patients, your interdisciplinary team, and how to effectively manage your day to identify resource utilization and progression of care needs. In addition, the course will discuss how to integrate social determinants of health (SDoH), readmission prevention, successful transitions for the discharged patient, and vital aspects to track and influence patient avoidable delays. 

Program Objectives:
  1. Identify three ways Conditions of Participation affect daily case management practices
  2. Explain the four parts of Medicare and coverage by each entity that affects patient care, placement, and copays
  3. Design improved standard daily work that extends case management beyond the acute setting, providing wholistic management of a patient even after they are discharged from the inpatient setting, to keep them from being readmitted.

This program has been PACE certified by The Commission for Case Managers (CCM) for 5.0 CEUs.

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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. This course is PACE approved with 4 CEUs. 
  1. Explain the four parts of Medicare and coverage by each entity that affects patient care, placement and copays
  2. Extend enhanced knowledge of advance required Medicare notices to deliver these to patients at the optimal time during their stay.
  3. Describe three techniques used to improve communication and relationships with team members to create a successful UR process.

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In-Person Courses Offered:  



This is a one day course that covers all the essentials for successfully working as a frontline case management from where case managers came into existence, regulatory requirements, and on the job expectations to be proactive in the CM role through progression of care and resource management.  This very comprehensive program covers information for both newcomers and seasoned case managers and includes the full scope of activities under the case management role.  Discussions include acute care case management including the continuation of care to the outpatient setting to improve patient care and outcomes.   This training includes group exercises to become familiar with identifying appropriate patients for CM services, how to provide a comprehensive assessment, and put together a holistic transitional care plan.   
NEXTGEN 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 place 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 hospital 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 professional 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 facilitate 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 resource 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 organization 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 simply 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.