Webinar III:
Complexity Assessments and Documentation

Webinar Date & Participation Info

Part 1: Triage, Using Open-Ended Questions, and Complexity Assessments (1 hour)

Goals for Participants: To know how to efficiently stratify and prioritize a population for entry into case management; to understand the basics of complexity assessments using IM-CAG methodology; to connect answers to open-ended questions in the assessment “dialogue” with complexity items in the IM-CAG; to enhance the relationship with the patient during the assessment process.

Content:

• Stratification and prioritization techniques in different populations
• Complexity domains, item anchor points, and connected actions in the performance of systematic complexity assessments
• Use of content areas and open-ended questions during patient/client assessments
• Developing a relationship with the patient/client as assessments are performed

Faculty: Becky Perez, RN, CCM or Deborah Gutteridge, MS, CCM

Required Preparation: Chapters 3, 7, & 10; Appendices 4, 6, & 8 in The Integrated Case Management Manual (Test Questions: Chapters 3, 7, & 10)

Part 2: How to Use ICM Software (1 hour)

Goals for Participants: To be able to enter patient/client information into the CMSA complexity assessment system for scoring and clinical note documentation; to recognize how to establish goals and actions for identified and connected barriers to improvement; to be able to print the complexity grid and associated note for communication to the patient/client and their clinicians

Content:

• Opening a case, entering complexity scores, making clinical notes
• Establishing clinical and functional goals (patient’s and case manager’s) with actions linked to complexity items or combinations of complexity items
• Entering follow-up IM-CAGs; completing goals and actions
• Documenting outcomes

Faculty: Becky Perez, RN, CCM, Deborah Gutteridge, MS, CCM, or Roger Kathol, MD, CPE

Required Preparation: Entering a mock patient into the software training module using username and password (to be provided)