CMGT-BC study materials
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CMGT-BC study plan

CMGT-BC · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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