CMGT-BC study materials
CMGT-BC study resources

Four Consults, One Case Manager, Four Hours Left

CMGT-BC ยท Put your knowledge to work in context.

All case studies

Four Consults, One Case Manager, Four Hours Left

You are the only case manager covering two inpatient units (7 West, 32 beds; 7 East, 28 beds) at a 240-bed community hospital. It is 1415 on a Tuesday; your shift ends at 1900 and no one is available to absorb overflow. Four new consults sit on your list: (1) a 78-year-old woman, post-op day 1 after hip hemiarthroplasty, weight-bearing as tolerated, lives alone in a two-story house; (2) a 55-year-old man with a COPD exacerbation, clinically stable, whom the hospitalist wants discharged tomorrow but who has no primary care provider, no inhalers at home, and no ride; (3) a 30-year-old man with newly diagnosed type 1 diabetes started on basal-bolus insulin, uninsured and staying in a shelter, with teaching scheduled at 1600; (4) an 88-year-old woman with moderate dementia admitted for dehydration, whose daughter is demanding 'a nursing home' and calls the unit roughly every two hours.

1. Sequence your same-day contacts and defend the order using time-sensitivity and risk of harm rather than diagnosis severity.

Read the worked answer

Sequencing framework - ask three questions of every referral: (a) Does a decision or discharge hinge on me in the next 4 hours? (b) Is there an unresolved safety risk that will be invisible if I wait? (c) Is the patient's own voice at risk of being lost?

Order:

  1. Diabetes patient (consult 3) - first. Teaching is at 1600 and he is undomiciled and uninsured. If I arrive after the educator, the session becomes a list of prescriptions he cannot fill. The time-bound event plus the resource gap makes this the highest-yield contact. I need to know his insurance pathway before 1600, not after.
  2. COPD patient (consult 2) - second. Discharge is planned for tomorrow morning, which means today is the last working window to secure a prescription, a follow-up appointment, and transportation. A discharge that fails tomorrow cannot be repaired tomorrow.
  3. Dementia patient (consult 4) - third, but with a 5-minute call now. The daughter's call volume signals distress, not danger. A brief call today that sets an appointment and boundaries prevents an escalation at 1830.
  4. Hip fracture (consult 1) - last today. Post-op day 1 with an expected 3โ€“4 day stay. She is the only one of the four whose plan will not be materially worse for a 24-hour delay.

Reasoning to document: I am sorting on irreversibility, not acuity. A missed teaching window, a Friday-style cliff, and an uninsured patient leaving with unfillable prescriptions are all low-drama, high-consequence failure modes that do not announce themselves.

2. For the 88-year-old with dementia, state your first three actions and what you record in the chart.

Read the worked answer

Action 1 - Establish authority before discussing placement. A daughter who calls frequently is not automatically the decision maker. I check the chart for a health care proxy, durable power of attorney, or guardianship. If nothing exists, the patient retains her rights to the extent she can exercise them, and the team must determine whether she has capacity for this specific decision (where she lives), not dementia in general.

Action 2 - Answer the clinical question the daughter is actually asking. She is asking 'will my mother be safe?' The answer requires data: what did PT/OT observe, what does she do on the unit, is dehydration resolved, what is reversible. I gather that before I talk to her about options.

Action 3 - Build a real option set, not a wish list. Home with home health and a safety evaluation, assisted living with a trial, short-term custodial stay while a Medicaid application is processed, or return home with family support. 'A nursing home' is not a plan until someone names the level of care, the payer, and the timeline.

Documentation: date/time of each contact and who initiated it; the daughter's exact stated concern in her words; whether a legally recognized decision maker exists; the patient's own expressed preference if she can state one; the options presented and the response; the agreed next step and owner; and the boundary set (for example, a scheduled daily update call instead of ad hoc calls). I do not document opinions about the daughter's personality - only behavior relevant to the discharge plan.

3. The hospitalist says, 'Just get the COPD guy out this morning - we need the bed.' How do you respond, and what has to be true before discharge?

Read the worked answer

Response: I would not accept 'get him out' as a discharge plan, and I would say so plainly but without a fight: 'I can support discharge today if we can close four gaps in the next few hours. If we can't, I'll tell you which one is blocking and what my recommendation is.'

The four items that must be true - the minimum safe discharge for this patient:

  • Medication in hand. A prescription for a short-acting bronchodilator and any controller that he can actually fill and afford before the pharmacy closes. An unfilled prescription is a non-prescription.
  • A clinician who owns the follow-up. With no PCP, that means either an established appointment (not a referral) within 7 days, a clinic that accepts him, or a home health episode with a nurse visit inside 48โ€“72 hours. A discharge summary faxed to nobody is not follow-up.
  • Transportation that exists today, confirmed with a name and time.
  • Teach-back on inhaler technique and on what to do if symptoms worsen, with a written action plan at his reading level.

If gaps remain: I escalate to the attending of record or the physician advisor with a specific statement - 'Discharge today is possible if X is arranged; without X, readmission risk is high and I am documenting that gap.' I document the physician's request and my recommendation verbatim.

Why not simply comply or simply refuse: bed pressure is a legitimate system constraint but it is not a clinical indication. The case manager's leverage is making the gap visible and named, not winning the argument.