Introduction to Case Management

Introduction to Case Management 

Individuals with complex care situations often need various types of support. One type of support that can be helpful is case management services. An effective case manager educates clients about their healthcare choices, coordinates services, and promotes patient-involvement in healthcare decisions. A case manager’s ability to plan, facilitate, coordinate, and evaluate services will directly impact the likelihood of clients’ success.

This course will discuss the role of a case manager and why it is important to the delivery of healthcare. Also, strategies for building relationships to improve case management services and components of the case management process will be presented.


Hours: 1.00


Certificates provided by accrediting body (0 Match)

Course Details

Course Code: REL-BHC-0-ICMF
Hours: 1
Type: Online Course
Content Expiration Date: 11/30/2022
Learning Objectives:
Describe the role of a case manager and the importance of that role.
Identify up to 5 strategies for building relationships to improve case management.
Discuss 6 components of the case management process.

Section 1: Introduction

About This Course

Learning Objectives

Section 2: Components of Case Management

Case Management Defined

Role of a Case Manager

The Importance of Case Management

Varying Degrees of Practice

Ethics, Standards, and Certification

Building Relationships to Improve Case Management

Strategies for Building Effective Relationships



Section 3: Steps in the Case Management Process

Case Management Process

Selection and Involvement


Development of Case Management Plan

Implementation of Case Management Plan

Evaluation of Case Management Plan

Completion of Case Management Services



Section 4: Conclusion


Course Contributors




Instructor: Stephanie L. Furness, MSW, LCSW

Stephanie received a Master of Social Work degree from Rutgers University in 2007. The majority of her experience has been providing behavioral health counseling and case management in private practice, acute, community, and medical settings. She served as part of the National Health Service Corps from 2016-2018, providing outpatient counseling to underserved populations including military service members and their families. Stephanie has designed and provided training on topics such as LGBTQIA+ sensitivity, youth suicide prevention, and how to provide in-community services for adults with intellectual and developmental disabilities.

Disclosure: Stephanie L. Furness, MSW, LCSW has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Staff Writer: Kimberly Cobb, MS

Mrs. Cobb is a Lead SME Writer/Trainer at Relias. Her primary writing responsibilities are in the Health and Human Services vertical, in the content areas of public safety and behavioral health. Mrs. Cobb is also the onboarding trainer for new Relias staff joining the Content Department. Mrs. Cobb has a Bachelor of Science Degree in Correctional and Juvenile Justice Studies and a Master of Science Degree in Criminal Justice. She has over 24 years of experience working in criminal and juvenile justice. Her work includes direct service, research, and training and technical assistance. She was the statewide evaluator for the Commonwealth of Kentucky for adult, juvenile, and family drug courts; a Research Associate for the American Probation & Parole Association providing training and technical assistance to Native American Nations/Alaska Native Villages on systemic criminal and juvenile justice initiatives; and a Research Administrator for the University of Kentucky.

Disclosure: Kimberly Cobb, MS has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Relias will be transparent in disclosing if any commercial support, sponsorship or co-providership is present prior to the learner completing the course.
Course Delivery Method and Format
Asynchronous/Online Distance Learning; please see certificate details for specifics on delivery format.
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All courses offered by Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
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All characteristics and organizations referenced in the following training are fictional. Any resemblance to any actual organizations or persons living or dead, is purely coincidental.
To earn continuing education credit for this course you must achieve a passing score of 80% on the post-test and complete the course evaluation.
If you require special accommodations to complete this module, please contact Relias Customer Support here.