ASSESSMENT
ASSESSMENT
Understanding where you are, so you can move confidently toward where you want to be.
Every health system is doing the best it can with the structures, resources, and history that brought it to this moment. Our role is to formalize what’s working well and envision a path forward.
Phoenix Medical Management begins each engagement with a thoughtful, collaborative evaluation of how your care management teams function today, including:
Care Management (CM)
Utilization Management (UM)
Social Work (SW)
Physician Advisor programs
Denials prevention and management
This process creates shared understanding and alignment, so future changes feel purposeful, not disruptive.
Our Assessment Process Includes
Stakeholder Engagement
Interviews with executive leaders, operational directors, frontline staff, and physician partners to understand structure, expectations, and pain points.
Operational Observation
Direct observation of workflows, interdisciplinary collaboration, escalation pathways, and daily management systems.
Data & Document Review
Analysis of policies, role delineation, staffing models, documentation practices, work queues, denial trends, KPI performance, and throughput metrics.
Clinical & Medical Staff Perspectives
Focus groups and physician engagement to assess alignment between care management, medical necessity practices, and provider workflow.
What You Gain
Following the assessment, Phoenix delivers a detailed, actionable report that includes:
Current-state strengths and performance risks
Gaps in standard work, role clarity, and accountability
Opportunities for systemization or centralization
Integration opportunities across CM, UM, SW, Physician Advisors, and Denials
A prioritized roadmap for operational and structural improvement
Our goal is simple: to help your system move forward with confidence, supported by a care management model that works for your patients, your clinicians, and your teams.
When you're ready, we’re here to start the conversation.
