Tiered Education & Onboarding Solution
Standout, Not Standard Solutions for Case Management & Utilization Management
The Challenge
Healthcare organizations face increasing pressure to:
Standardize and support onboarding across CM, UM, and Physician Advisor teams
Stay up to date on regulatory and payer compliance
Measure staff competency and performance
Our Solution: A Fully Supported, Tiered Model
A flexible education and performance model designed to support onboarding, competency, and continuous staff improvement.
Tier I: Foundational Education Platform
Phoenix Learning Management System
On-demand CM & UR education modules
Continuing Education (CE) credits (CCM, ASWB, California Board of Nursing)
Bimonthly utilization and engagement reporting
Annual staff completion, performance, and compliance reports
Outcome:
Supports baseline knowledge and scalable learning across teams.
Tier II: Customized Onboarding & Competency
Role-based onboarding program roadmaps (CM, UR, SW, CMA, and Physician Advisor)
Competency-based orientation tools
Preceptor guides and structured workflows
Monthly utilization and engagement reporting
Includes customized annual competency tools that enhance team growth and role-specific expertise
Outcome:
Standardize onboarding tools to support the preceptor role and decrease turnover.
Tier III: Live Virtual Education & Training
Live virtual education for new hires with flexible scheduling to accommodate staffing demands. Options available for education for all staff members.
Case-based learning and real-world scenarios
Annual Case Management CMS regulatory and payer updates
Includes customized annual competency tools that enhance team growth and role-specific expertise
Outcome:
Facilitated, interactive training by experts to educate and engage in best-practice discussions.
Tier IV: Performance Audits & Improvement
Biannual CM and/or UR staff performance audits (can be adjusted to client preference)
Documentation and workflow reviews
Detailed findings and actionable recommendations
Includes customized annual competency tools that enhance team growth and role-specific expertise
Outcome:
Drives accountability, reduces denials, and improves operations
Key Benefits
Standardized onboarding and education
Improved staff competency and confidence
Reduced variation in practice
Enhanced compliance with CMS and payer expectations
Measurable performance improvement
Flexible Engagement
Select individual tiers or full model
Scalable for hospitals and health systems
Designed to align with your operational goals
