NCQA Foundations for Case Management

About this Webinar Training

NCQA Foundations for Case Management

Through this course, participants will learn the fundamentals of case management from systematic evidence reviews through care transitions. Our experts dive deep into practical cases for working with interdisciplinary teams and ensuring patients receive timely and appropriate care.

Early Bird Rate: $855 Use code: CMJUNE25
Early Bird Rate Ends May 19, 2025

What You Will Learn

After completing this course, learners will be able to:

1. Design policies and procedures for managing care transitions for patients.

2. Use appropriate assessments to determine care needs.

3. Validate that care plans are personalized and patient-centered care.

4. Provide access to qualified case management staff.

5. Protect patients’ personal health information.

6. Patient monitoring to track care-goal progress.

Learning Objectives by Topic:

Case Management Program Essentials:

• Use evidence-based information to develop and refine a case management program.

Patient Identification and Assessment:

• Define activities for systematically identifying patients for the case management program.

Care Planning:

• Recognize attributes of adequate individualized care plans.

Care Monitoring:

• Recognize practices for effectively monitoring individualized care plans.

Care Transitions:

• Explore tactics for reducing unplanned transitions and identifying care transition issues.

Measurement and Quality Improvement:

• Define practices for measuring program effectiveness and improving patient experience.

Staffing, Training, and Verification:

• Discuss opportunities for preparing staff with clinical practice guidelines.

Member Rights and Responsibilities:

• Recognize practices for effectively communicating expectations to members enrolled within a case management program.

Delegation of Case Management:

• Define structures for and mechanisms to oversee delegated case management activities.

Who Should Attend

Clinicians, executives, managers, specialists, consultants, delegates, and vendors who are employed or contracted by health plans with responsibilities related to case management operations, including:

• Directors of Accreditation or Compliance
• Directors of Case Management
• Case Managers
• Population Health Managers
• Clinical Social Workers
• Care Coordination Managers
• Discharge Planners

What Learning Resources Are Included?

• Live Q&A with a case management expert
• Recording of live presentations
• Three (3) case studies
• Knowledge check quizzes
• Presentation Slides

Faculty

Clint Koenig, MD, MSPH, MA

Clint Koenig, MD, MA, MSPH is the Senior Medical Director at OhioHealthy, a new system-based health plan in Columbus, Ohio. He has served as State Medical Director in New Hampshire and Ohio. Other leadership roles include the Health Plan Regional Chief Medical Officer at Universal American, a government programs health management organization in Syracuse, New York, as well as, the Director for Utilization Management at Monroe Plan for Medical Care, a healthcare management organization in Rochester, New York. In addition, Clint held Chief Medical Officer roles in Federally Qualified Health Centers and integrated delivery systems.

He has been an NCQA surveyor for 10 years and surveys health plans, Patient Centered Medical Home, Special Needs Plans and Long Term Services and Supports organizations.

Dr. Koenig received his MD from Albany Medical College in Albany, New York. He completed his residency in Family Medicine, from the University of Missouri. He also completed a fellowship at the University of Missouri, where he received a master’s degree in Public Health and Journalism.

Continuing Education

In support of improving patient care, the National Committee for Quality Assurance is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), the American Nurses Credentialing Center (ANCC) to provide Interprofessional Continuing Education for the healthcare team. 

This educational activity is approved for: 4.0 AMA PRA Category 1 Credit^TM , 4.0 ANA CNE contact hours and 4.0 ASWB contact hours.

This live webinar grants 4 Other Continuing Education Unit (CEU) points for PCMH Certified Content Experts.  

* Please note – You must attend the entire program to be eligible for total number of contact hours.

Disclosure of Relevant Financial Relationships

The National Committee for Quality Assurance (NCQA) endorses the Standards of the Accreditation Council for Continuing Medical Education which specify that sponsors of continuing medical education activities and presenters at and planners for these activities disclose any relevant financial relationships either party might have with commercial companies whose products or services are discussed in educational presentations.

For sponsors, relevant financial relationships include large research grants, institutional agreements for joint initiatives, substantial gifts, or other relationships that benefit the institution.  For presenters or planning committee members, relevant financial relationships include the receipt of research grants from a commercial company, consultancies, honoraria, travel, or other benefits, or having a self-managed equity interest in a company; or having an immediate family member or partner with such a relationship.

Disclosure of a relationship is not intended to suggest or condone bias in any presentation but is made to provide participants with information that might be of potential importance to their evaluation of a presentation.

Relevant financial relationships exist with the following companies/organizations:

Faculty:
Clint Koenig:

Additional Planning Committee Members:
Vince Pereira:

This program was developed in part by NCQA staff.

Event Type

1. Live Online