Introduction to Case Management: Understanding the Nurse Case Manager's Role in Care Coordination and Patient Advocacy

About Course

Self-directed online CE course. Enroll through secure checkout, create your learner account, and begin when payment is confirmed. You will have 90 days of access from completed payment.

To earn CE credit, complete all required lessons and knowledge checks, then pass the 20-question comprehensive final examination with a score of at least 80% (up to three attempts). A certificate of completion is issued automatically after successful course completion. Your completion is held in the secure internal CE Broker workflow; external CE Broker submission remains subject to the required provider connection and validation.

CE course record

CE Broker course ID: 20-1309078
Credit: 3.0 CEUs
Provider tracking number: 50-53225
Access: 90 days after completed payment

Only courses that display a CE Broker course ID provide CEU credit for licensure renewal.

This introductory case-management course supports person-centered care coordination, patient advocacy, safe transitions, documentation, privacy awareness, and role boundaries. It does not grant clinical, legal, payer, or supervision authority beyond the learner’s existing role and applicable policies.

Course Content

1. Foundations of Case Management
Definition, evolution, benefits, practice settings, person-centered focus, and role boundaries.

Foundations: Purpose, Settings, and the Person-Centered Role
Knowledge Check 1 — Foundations of Case Management

2. Roles and Responsibilities of the Nurse Case Manager
Core functions, competencies, interdisciplinary collaboration, patient advocacy, and a transition-to-home case example.

3. The Case Management Process
Assessment, planning, implementation, monitoring, evaluation, and an interactive fictional case walk-through.

4. Care Coordination, Ethics, and Documentation
Transitions, patient rights and advocacy, privacy awareness, documentation, equity, and quality-improvement habits.

5. Comprehensive Final Examination
20-question provider-review final examination covering foundations, roles, process, transitions, privacy, documentation, equity, and quality improvement.

Introduction to Case Management: Understanding the Nurse Case Manager’s Role in Care Coordination and Patient Advocacy

About Course

CE course record

Course Content

1. Foundations of Case Management
Definition, evolution, benefits, practice settings, person-centered focus, and role boundaries.

Foundations: Purpose, Settings, and the Person-Centered Role

Knowledge Check 1 — Foundations of Case Management

2. Roles and Responsibilities of the Nurse Case Manager
Core functions, competencies, interdisciplinary collaboration, patient advocacy, and a transition-to-home case example.

Roles, Responsibilities, and Interdisciplinary Collaboration

Knowledge Check 2 — Roles and Responsibilities

3. The Case Management Process
Assessment, planning, implementation, monitoring, evaluation, and an interactive fictional case walk-through.

From Assessment to Evaluation: An Iterative Coordination Process

Knowledge Check 3 — Case Management Process

4. Care Coordination, Ethics, and Documentation
Transitions, patient rights and advocacy, privacy awareness, documentation, equity, and quality-improvement habits.

Safe Transitions, Ethical Advocacy, Privacy, and Documentation

Knowledge Check 4 — Care Coordination, Ethics, and Documentation

5. Comprehensive Final Examination
20-question provider-review final examination covering foundations, roles, process, transitions, privacy, documentation, equity, and quality improvement.

Final Examination Instructions, Course Evaluation, and References

Comprehensive Final Examination — Introduction to Case Management

About Course

CE course record

Course Content

1. Foundations of Case Management Definition, evolution, benefits, practice settings, person-centered focus, and role boundaries.

Foundations: Purpose, Settings, and the Person-Centered Role

Knowledge Check 1 — Foundations of Case Management

2. Roles and Responsibilities of the Nurse Case Manager Core functions, competencies, interdisciplinary collaboration, patient advocacy, and a transition-to-home case example.

Roles, Responsibilities, and Interdisciplinary Collaboration

Knowledge Check 2 — Roles and Responsibilities

3. The Case Management Process Assessment, planning, implementation, monitoring, evaluation, and an interactive fictional case walk-through.

From Assessment to Evaluation: An Iterative Coordination Process

Knowledge Check 3 — Case Management Process

4. Care Coordination, Ethics, and Documentation Transitions, patient rights and advocacy, privacy awareness, documentation, equity, and quality-improvement habits.

Safe Transitions, Ethical Advocacy, Privacy, and Documentation

Knowledge Check 4 — Care Coordination, Ethics, and Documentation

5. Comprehensive Final Examination 20-question provider-review final examination covering foundations, roles, process, transitions, privacy, documentation, equity, and quality improvement.

Final Examination Instructions, Course Evaluation, and References

Comprehensive Final Examination — Introduction to Case Management

1. Foundations of Case Management
Definition, evolution, benefits, practice settings, person-centered focus, and role boundaries.

2. Roles and Responsibilities of the Nurse Case Manager
Core functions, competencies, interdisciplinary collaboration, patient advocacy, and a transition-to-home case example.

3. The Case Management Process
Assessment, planning, implementation, monitoring, evaluation, and an interactive fictional case walk-through.

4. Care Coordination, Ethics, and Documentation
Transitions, patient rights and advocacy, privacy awareness, documentation, equity, and quality-improvement habits.

5. Comprehensive Final Examination
20-question provider-review final examination covering foundations, roles, process, transitions, privacy, documentation, equity, and quality improvement.