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accountability, case management, competency, leadership, professional, standards of practice



  1. Henning, Sarah E. MHSA, BSN, RN, BC, ACM
  2. Cohen, Elaine L. EdD, RN, FAAN


Purpose/objectives: To describe the methodology of developing a competency assessment process and tools for case management associates in a large multifacility acute care setting.


Primary practice setting(s): Nurse case managers practice in a variety of settings and may function in teams that include the medical social workers, utilization review specialists, appeals coordinators, and language interpreters. As professionals and licensed associates, case managers are responsible for their own professional and clinical development. Competency assessment can take place in any care setting and utilized by all case managers.


Findings/conclusions: Understanding adult learning principles and the role transition from caregiver to case manager, competencies were developed that were grounded in professional case management standards of practice. The competency assessment process is based on a "continuum" and should be approached with the end result in mind, promoting professionalism and accountability for one's own development.


Implications for case management practice: The practice of case management is a reflection of the organization's mission vision, values, and strategic goals. Incorporating these initiatives, along with the professional scope and standards of practice for case management, provides a well-rounded opportunity for case managers to develop collaborative leadership skills necessary to perform in today's robust healthcare environment.