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RN - Case Manager

RN - Case Manager

This checklist was electronically signed on September 12, 2026

Instructions: This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale below to describe your experience/expertise in each area listed below.

Proficiency Scale:

1 = No Experience

2 = Need Training

3 = Able to perform with supervision

4 = Able to perform independently

PATIENT RIGHTS

Communicate and obtain information while respecting patient rights, privacy, and confidentiality of information in accordance with the Health Insurance Portability and Accountability Act of 1996 (HIPAA)
Involve the patient and family and respect their role in determining the nature of care to be provided
Meet patient's and families' needs regarding communication, including interpreter services
Provide accurate information to patients and families in a timely manner

COMMUNICATION

Communicate with patients and their companions in a courteous manner
Understand the chain of communication, who to contact, and when
Listen actively to patient concerns and address them appropriately.
Cultural Sensitivity and Language Skills

GENERAL INFECTION CONTROL MEASURES

Aseptic Technique
Standard Precaution
Universal Precaution

TRANSMISSION-BASED PROTOCOL

Airborne Precaution
Contact Precaution
Droplet Precaution
Reverse Precaution

GENERAL SKILLS

Admission
Advance Directives
Collect Appropriate Data
Conservatorship
Chronic Disease Management
Chart Review and Financial Audit
Discharge Planning
Discharge Teaching
Insurance Case Management
Managed Care
Medicare
Medicaid
Nursing Home Placement
Organ/Tissue Donation
Patient and Family Teaching
Workman's Compensation

REGULATORY

Core Measures
Current Procedural Terminology (CPT)
Diagnosis-Related Group (DRG)
HEDIS Measures
ICD 9 Coding
ICD 10 Coding

PROCESS

Benefits Eligibility
Clinical Documentation Improvement
Concurrent Review
Discharge Planning
Identify Appropriate Level of Care
Needs Assessment/Order DME
Needs Assessment/Home Health
Needs Assessment/Hospice
Needs Assessment/Skilled
Pre-Certification Review
Physician Advisor
Review for Admission Criteria
Review Status During Stay
Retrospective Review
Third Party Authorization Process

PATIENT EXPERIENCE WITH NEUROLOGICAL DISEASE

Acute Head Injury
Alzheimer's Disease
Cerebrovascular Accident (CVA)
Coma
Multiple Sclerosis
Neuromuscular Disease
Spinal Cord Injury

PATIENT EXPERIENCE WITH CARDIOVASCULAR DISEASE

Acute Myocardial Infarction
Angina
Cardiomyopathy
Cardiopulmonary Arrest
Heart Failure
Heart Transplant

PATIENT EXPERIENCE WITH PULMONARY DISEASE

Chronic Obstructive Pulmonary Disease (COPD)
Lung Cancer
Lung Transplant

PATIENT EXPERIENCE WITH GASTROINTESTINAL DISEASE

Abdominal Wounds and Surgeries
Colostomy
Hepatitis
Liver Failure
Pancreatitis
Pancreatic Cancer

PATIENT EXPERIENCE WITH RENAL/GENITOURINARY DISEASE

Acute Renal Failure
End Stage Renal Disease
Hemodialysis
Peritoneal Dialysis
Renal Transplant

PATIENT EXPERIENCE WITH ENDOCRINE/METABOLIC DISEASE

Diabetes Mellitus

PATIENT EXPERIENCE WITH MUSCULOSKELETAL DISEASE

Amputation
Multiple Trauma
Paraplegia

PATIENT EXPERIENCE WITH IMMUNOLOGY/HEMATOLOGY/ONCOLOGY

Acute Leukemia
Cancer
HIV/AIDS
Sickle Cell Anemia
Treatment Side Effects Chemo/Radiation

PATIENT EXPERIENCE WITH WOUND/INTEGUMENTARY DISEASE

Burns
Pressure Sores
Staged Decubitus
Ulcers

MEDICATION/THERAPEUTIC INTERVENTIONS

Assess Pain Level/Tolerance
Chronic Pain Management
Home Oxygen Administration
Patient and Family Teaching – Medications Administration
Portable Oxygen Administration

REFERRAL/RESOURCES

Adult Protective Service
Child Protective Services
Developmental Disabilities
Durable Medical Equipment Provide
Employed People with Disabilities/Employment Initiative
Exceptional Needs Care Coordinator (ENCC)
Hospice Referrals
Mental Health
Medical Review Team (Local)
Palliative Care Referrals
Presumptive Medicaid Disability Determination Team
Veterans Administration
Vocational Rehabilitation

MEDICATIONS

Antianginal
Antiarrhythmic Drugs
Anticholinergic
Anticoagulants/Thrombolytics
Antidiabetic Drugs
Anti-Infectives
Anti-Inflammatory/Analgesic Drugs
Antihyperlipidemic Drugs
Antihypertensive
CNS Stimulants
Diuretics
Electrolyte Therapy
Gastrointestinal Drugs
Hormones
Immunosuppressants
Mental Health Medications
Muscle Relaxants
Narcotics/Opioids
Neurocognitive Drugs
Neuromuscular Blocking Agent
Ophthalmic
Pulmonary Drugs
Steroids
Vaccines

AUTOMATED MEDICATION DISPENSING SYSTEMS

Accudose
Metro
Omnicell
Promanager Rx
Pyxis
eMAR

ELECTRONIC DOCUMENTATION

Allscripts
Care360
Cerner (Oracle)
eCLinicalWorks
Eclipsys
EPIC
MACLAB
McKesson/Paragon
Meditech
PACS
Quadramed
Soarian

AGE-SPECIFIC COMPETENCIES

Newborn/Neonate (birth-30 days)
Infant (30 days-1 year)
Toddler (1-3 years)
Preschooler (3-5 years)
School-age children (5-12 years)
Adolescents (12-18 years)
Young adults (18- 39 years)
Middle adults (39- 64 years)
Older adults (64-79 years)
Elderly adults (80+ years)