CMGT-BC study plan
CMGT-BC · Give each week a clear focus.
8 weeks · About 7 hours per week
Case Management Process, Role, and Scope of Practice
Map the full case management process - case finding, screening, intake, assessment, care planning, implementation, monitoring, evaluation, and closure - onto a single written patient scenario you invent yourself
Differentiate case management from utilization review, care coordination, discharge planning, and navigation in a side-by-side written comparison of at least four distinguishing criteria each
Outline the role boundaries and scope of practice of the case manager, listing at least six tasks and marking each as within independent scope, requiring supervision, or requiring referral
Define 25 core process and role terms (for example case finding, screening criteria, transition planning, and episode of care) in your own words without copying a source
Your checkpoint
A two-page process map of the case management workflow plus a 25-term glossary written in original language
Case Management Process, Role, and Scope of Practice & Assessment, Care Planning, and Coordination of Services
Sequence the case management process steps for two contrasting scenarios (one acute episode, one chronic condition) and justify where the sequence diverges
Identify at least eight triggers or criteria that initiate case finding and screening, and state which patient populations each trigger targets
Draft a comprehensive assessment outline covering physical, functional, psychosocial, cognitive, financial, environmental, caregiver, and health-literacy domains
Write five patient-centered goals from a scenario you author, then score each goal against a self-built SMART checklist and revise any goal scoring below full marks
Your checkpoint
A reusable assessment outline plus five SMART goals with completed self-scoring checklist and documented revisions
Assessment, Care Planning, and Coordination of Services
Construct three care plans for chronic conditions you select, each specifying interventions, timeframes, responsible discipline, and measurable outcome targets
Compare at least four levels of care and the criteria that justify moving a patient between them
Describe the roles of six interdisciplinary team members and specify what each contributes to a coordinated plan
Analyze five common barriers to care coordination and match each barrier to a concrete intervention strategy
Your checkpoint
Three complete, measurable care plans with a one-page interdisciplinary role matrix and a barrier-to-intervention matching table
Assessment, Care Planning, and Coordination of Services & Resource Management, Payer Requirements, and Reimbursement
Differentiate Medicare, Medicaid, commercial insurance, and managed care structures on eligibility, benefits, and case management implications
Explain prospective payment, diagnosis-related group payment, capitation, and bundled payment, and predict how each model changes case manager behavior
Apply utilization management techniques - preauthorization, concurrent review, length-of-stay monitoring, and readmission prevention - to a scenario you write
Identify funding sources and community resources available for post-acute, home-based, and social-support needs, and note the eligibility constraint for each
Your checkpoint
A payer comparison matrix covering four payer types across at least six attributes, plus a resource directory of ten entries with eligibility notes
Resource Management, Payer Requirements, and Reimbursement & Transitions of Care and Outcomes Evaluation
Walk through the denial and appeal process end to end, drafting the argument and supporting documentation for one denial scenario you construct
Assess readmission risk in a written case using at least six risk factors and select matching transition interventions
Build a discharge and handoff checklist that includes medication reconciliation, teach-back confirmation, follow-up scheduling, and a structured handoff format
Select outcome indicators for one condition, state how each is measured and benchmarked, and describe how the results would trigger a change to the care plan
Your checkpoint
A written denial appeal with documentation list plus a transition-of-care checklist and a one-condition outcomes measurement plan
Transitions of Care and Outcomes Evaluation & Communication, Collaboration, and Patient Advocacy
Write two structured handoff scripts using a standard communication format and annotate where each element reduces information loss
Apply motivational interviewing and active-listening techniques by scripting a dialogue with a patient who declines a recommended service, labeling each technique used
Construct an advocacy action plan for a patient whose care is being delayed, identifying the escalation steps, the patient's rights, and the decision point for each step
Explain how health literacy, culture, language, and caregiver dynamics alter communication, and specify at least four adaptations to your own approach
Analyze a team conflict scenario and propose a resolution using a named conflict-resolution approach
Your checkpoint
Two annotated handoff scripts, one labeled motivational interviewing dialogue, and an escalation-based advocacy action plan
Communication, Collaboration, and Patient Advocacy & Ethical, Legal, and Regulatory Considerations
Apply ethical principles - autonomy, beneficence, nonmaleficence, justice, and fidelity - to six original vignettes and justify each resolution
Differentiate negligence, malpractice, liability, and duty to act, and state how each applies to the case manager role
Explain privacy and confidentiality obligations, informed consent, advance directives, mandatory reporting, and antidiscrimination protections as they affect case management decisions
Describe fraud and abuse prohibitions relevant to referrals, incentives, and resource allocation, and identify the compliance step that prevents each violation
Resolve two ethical dilemmas using a stepwise decision model and document the reasoning trail
Your checkpoint
A ten-case ethics and legal vignette workbook with a justified answer and cited principle for each case
Ethical, Legal, and Regulatory Considerations & Case Management Process, Role, and Scope of Practice & Assessment, Care Planning, and Coordination of Services & Resource Management, Payer Requirements, and Reimbursement & Transitions of Care and Outcomes Evaluation & Communication, Collaboration, and Patient Advocacy
Re-teach your two weakest domains, identified from prior quiz data, by writing fresh summary sheets without consulting notes
Complete a 100-question timed simulation spanning all six domains and record the rationale for every answer
Review every missed or guessed item and write a corrected rationale plus the underlying principle that was misapplied
Assemble a single-page high-yield reference of process steps, payer rules, and legal obligations that you can restate from memory
Your checkpoint
A completed 100-question simulation scoring at least 80 percent, with a full remediation log for every missed item and a one-page self-authored reference sheet
Milestones
Week 2: Explain the case management process from case finding to closure aloud in under five minutes without notes, and score at least 18 of 20 on a self-made quiz covering Domain 1 roles and scope
Week 4: Score at least 80 percent on a self-made 40-question mixed quiz over Domains 1 through 3, and correctly explain the four payment models and their case management implications without reference materials
Week 6: Complete a 60-question timed practice set covering Domains 1 through 5, score at least 75 percent, and log every missed item by domain to prioritize Week 7 and Week 8 study
Week 8: Score at least 80 percent on the 100-question final simulation, with no individual domain below 70 percent and every missed item remediated in writing