Customer Service Case Management

  customer service case management: CMSA's Integrated Case Management Kathleen Fraser, MSN, MHA, RN-BC, CCM, CRRN, Rebecca Perez, MSN, RN, CCM, FCM, Corine Latour, PhD, RN, 2018-01-28 Written by case managers for case managers, this reference manual for nurses and other health professionals presents a CMSA tested approach towards systematically integrating physical and mental health case management principles and assessment tools. Since the health care field has undergone major changes such as the passing of the Patient Protection and Affordable Care Act, Mental Health Parity, Transition of Care & Chronic Care Management and the Medicare Act and CHIP Authorization Act (MACRA), health care workers must competently know how to integrate those new regulations, describe alternative payment options, and implement requirements for greater patient and family assessment, care planning, and care coordination in their practice. CMSA’s Integrated Case Management delves into the role of the case manager and unpacks how case managers assess and treat complex patients. These are patients who may be challenged with medical and behavioral conditions, poor access to care services, as well as chronic illnesses and disabilities, and require multidisciplinary care to regain health and function. With a wealth of information on regulatory requirements, new models of care, integration of services, digital and telemedicine, and new performance measures that are clearly defined for nurses in nursing terminology, chapters outline the steps needed to begin, implement, and use the interventions of the Integrated Case Management approach. All content aligns with the newly revised 2017 Model Care Act, CMSA Standards of Practice 2016 as well as the CMSA Core Curriculum for Case Management Third Edition.
  customer service case management: Case Management Suzanne K. Powell, Hussein M. Tahan, 2018-02-26 Prepare for a new career as a case manager—or just upgrade your skills to a whole new level—with the newly updated Case Management: A Practical Guide for Education and Practice, 4th Edition. Ideal for case management certification (CCMC) exam preparation, this is a thorough review of the case manager’s many roles and skills, from acute to post-acute care. Whether you are a nurse transitioning to case management or already active in it, this is your road map to coordinating successful patient care, from hospital to home. Build a strong case management career foundation, with expert, evidence-based direction: NEW chapter on case manager orientation programs that offers orientation checklists, competency assessment, and learning profiles, with available online tools NEW topics on current practice issues and developments, including the impact of the Patient Protection and Affordable Care Act and value-based care NEW content on experiential, problem-based learning—learning practices, training programs, case management team professional development Offers in-depth, evidence-based guidance on: The case manager’s roles, functions, and tasks Key concepts—quality management and outcomes evaluation, legal and ethical considerations, case management process, utilization management, transitions of care The role of the nurse case manager versus social worker role Strategies that ensure effectiveness of case management models Coordinating care, protecting privacy and confidentiality, health insurance benefit analysis, practice standards The Case Management Code of Professional Conduct, accreditation agencies and standards, specialty board certifications Management of resources and reimbursement concepts Case management in various settings—acute care, emergency department, admissions, perioperative services, disease management, insurance case management, palliative care, end-of-life care, hospice, home health care, physician groups, public health/community-based care, rehabilitation Ideal preparation for the CCMC exam—offers a large portion of CCMC exam content—and for Continuing Education Unit (CEU) for Case Management study A must-have desk reference that offers plentiful case studies—considered to be “the bible” of case management
  customer service case management: Social Work Case Management Betsy Vourlekis, 2017-07-05 This new practice text provides a series of readings focusing on case management in a number of fields and in a variety of settings with different client populations. Each chapter examines a major component of case management practice by presenting information about an innovative program from a different location around the country. In conjunction, these readings provide a road map to social work case management.In addition to offering up-to-date practice approaches and examining the functions and skills of case management in depth, the authors provide the policy information needed for putting this traditional form of social work practice into today's service delivery context.
  customer service case management: Oracle Case Management Solutions Léon Smiers, Manas Deb, Joop Koster, Prasen Palvankar, 2015-10-28 Organizations increasingly need to deal with unstructured processes that traditional business process management (BPM) suites are not designed to deal with. High-risk, yet high-value, loan origination or credit approvals, police investigations, and healthcare patient treatment are just a few examples of areas where a level of uncertainty makes outc
  customer service case management: A Guide for Nurse Case Managers Charlotte Cox, 2010-08-12 The position of nurse case managers can be a rewarding but challenging career, as these managers play a vital role in a patient’s care. In A Guide for Nurse Case Managers, author Charlotte Cox provides an insightful guide to this evolving field of medicine. Geared for those working in hospital settings, clinics, and health plan offices, this helpful reference text provides guidelines, tips, and tools for becoming a successful nurse case manager. With more than thirty years of health care experience, Cox provides a detailed overview of this important nursing position that works to usher a patient through the health care system. A Guide for Nurse Case Managers • defines the case manager role; • provides an understanding of the basics of utilization and case management; • gives an overview of Medicare and Medicaid procedures; • discusses the care planning process; • shows how to structure a community resource base. Whether you are a new case manager, a student, or a seasoned nurse needing a refresher about job basics, A Guide for Nurse Case Managers will help to shape your practice, provide valuable tips and reference tools, and help you with proven organizational ideas to succeed in the career.
  customer service case management: Health and Human Services Issues United States. General Accounting Office, 1993 Discussing major policy, management, and program issues facing Congress and the Clinton administration in the area of health and human services, this pamphlet provides recommendations for the Department of Health and Human Services (HHS) regarding the social security system, the welfare system, preventing child abuse, and safeguarding the nation's food supply. Following an overview of important issues facing the nation, the second section suggests steps to bolster public confidence in the social security system, including building the system's trust fund by increasing contribution levels and modernizing computer systems. The next section provides recommendations for continuing the welfare reform movement and the implementation of the Family Support Act, such as developing automated data systems to effectively manage caseloads, setting goal-oriented program performance standards, and identifying and sharing effective initiatives between states. The fourth section suggests that HHS provide states with greater flexibility in using government funds to prevent child abuse through early intervention and that a national foster care system be developed to provide outcome-oriented data on child welfare services. The final section proposes that an agency-wide system for tracking regulation development be implemented in the Food and Drug Administration to improve agency effectiveness and better allocate existing resources. Includes references for 22 related GAO products. (BCY).
  customer service case management: Social Work Case Management Michael J. Holosko, 2017-01-30 Social Work Case Management: Case Studies From the Frontlines by Michael J. Holosko is an innovative book that equips readers with the knowledge and skills they need to be effective case management practitioners in a variety of health and human service organizations. A must-read for students and professionals in social work, this important work introduces a unique Task-Centered Case Management Model built around the unifying principles of the profession—person-in-environment, strengths-based work, and ecological perspective. Over twenty case studies by case managers and professionals offer innovative practice insights, illustrating the practice roles and responsibilities of today's case managers and the realities of conducting case management in today’s growing, exciting, and challenging field.
  customer service case management: Solution-Focused Case Management Robert G. Blundo, PhD, LCSW, Joel K Simon, MSW, ACSW, BCD, 2015-11-06 “Blundo and Simon have successfully outlined how a solution-focused perspective can be a powerful tool for case managers. Their understanding and presentation is based upon practice scenarios that are real and applied...They clearly demonstrate the impact of ‘thinking and language’ and the importance of building a collaborative relationship with clients. Their work challenges the traditional theory-driven interventions that focus on problems and arrive at a diagnosis . They encourage a ‘shift’ to a co-constructive partnership that requires a practitioner to respect that clients are ‘experts of their own lives’...They provide a clear step-wise discussion of techniques and strategies that can be employed working with individuals and families in case management settings. This book is a must read.” -Lawrence T. Force, PhD. LCSW-R Professor of Psychology, Mount Saint Mary College, Newburgh, NY From the Foreword Solution-focused practice is a paradigm that stresses client abilities, strengths, and individual goals rather than disability. Written by a team of educator/practitioners noted for their expertise in solution-focused therapy, this “how-to” text for social work, counseling, and psychology students guides current and future case managers in learning this strengths-based, collaborative approach to case management. It discusses both the philosophical basis for solution-focused casework and demonstrates how it is ideally suited for the case management process. The book is based on teaching materials the authors have developed and used in their classes and workshops with undergraduate and graduate students and professionals. The text incorporates new research and theoretical developments in solution-focused therapy as well as actual practice scenarios demonstrating the process of building a collaborative relationship with individual clients and families. Replete with strategies and tools for practicing solution-focused case management, the text describes such essential skills as identifying goals, monitoring progress, working with other agencies, and transitioning out of treatment. It discusses issues related to ethical practice and presents strategies for self-care. Additionally, the book addresses diversity and social justice and their relationships to solution-focused practice. Student exercises help to reinforce knowledge. The text will assist case managers in a variety of settings—hospitals, nursing homes, rehabilitation facilities, community-based mental health agencies, schools, prisons, court systems, and shelters for the homeless and victims of domestic violence—to partner with their clients towards finding strengths-based and solution-focused approaches to resolving issues in a positive way. Key Features: Authored by noted experts in solution-focused education and practice Facilitates a reframing of casework and case management around client strengths and resources Provides specific case examples that allow readers to troubleshoot and apply solution-focused principles to practice Includes student exercises throughout the book
  customer service case management: Advanced Case Management Norma Radol Raiff, Barbara K. Shore, 1993-08-19 This overview of issues pertinent to case management in the social services illustrates the diversity of innovative approaches which have been developed. These include: new forms of outreach and assessment; alternative methods for engaging family members and natural supports; and strategies attuned to the needs of culturally diverse constituencies. The degree to which existing services are available to meet clients' needs, and variations in service philosophies and resources are among the issues discussed. Examples from many practice settings illustrate the adaptability of case management.
  customer service case management: CMSA Core Curriculum for Case Management , 2008 This text contains the core body of knowledge for case management practice as delineated by the Case Management Society of America (CMSA), the largest professional organization of case managers. The core curriculum provides a synthesis of case management evolution, and presents essential elements, concepts, and vision for current and future case management practice. This edition is significantly expanded to reflect the dynamic changes taking place in case management. Each chapter is organized in a consistent format that includes learning objectives; introduction; important terms and concepts; key definitions; and references.
  customer service case management: Mental Health Case Management Shaun M. Eack, Carol M. Anderson, Catherine G. Greeno, 2012-08-15 This fully-updated sixth edition offers a clear and thorough introduction to the history of the NHS, its funding and priorities, and to the process of policy making.
  customer service case management: Case Management Arthur J. Frankel, Sheldon Gelman, Diane K. Pastor, 2019 Over the course of twenty years and across three editions, this text has approached case management as both an art and a science by providing students and practitioners with the basics of case management theory, skills, and applications. This fourth edition, which focuses on both the social work and nursing professions, offers trainers, instructors, and students detailed information about how case management is delivered, major issues encountered in practice, how services are affected by different populations, and the unique skills that are required by case managers in order to be effective. Chapter exercises and numerous case examples help readers practice some of the skills associated with the content offered.Case Management is unique in that it brings together the major professions that conduct case management in the United States. It is focused on skill learning more than on theory, and discusses not only the importance of case management in the current social work and medical milieu, but also the challenges that case managers face in helping clients. In addition, the text offers a model for integrated case management between professions and in numerous settings, including nursing centers, community mental health facilities, and criminal justice centers.
  customer service case management: The Case Manager's Handbook Catherine M. Mullahy, 2013-06-20 Written by renowned author Catherine Mullahy, The Case Manager’s Handbook, Fifth Edition is the ultimate how-to guide for case managers. This practical resource helps case managers build fundamentals, study for the Certified Case Manager (CCM) exam, and most importantly, advance their careers after the exam. Written for all professionals in all practice settings in case management, it uses real-life examples and an easy-to-read, conversational style to examine the case management process while presenting practical procedural information. An excellent daily reference and training guide for new case managers and seasoned professionals in various setting, The Case Manager’s Handbook, Fifth Edition is the “go-to” resource for facing the day-to-day challenges of case management, especially as the nation navigates through the many changes introduced by the landmark Patient Protection and Affordable Care Act. Significantly updated and revised, it contains eight new chapters: * Hospital Case Management: Changing Roles and Transitions of Care * Patient Centered Medical Home, ACOs, Health Exchanges * Evidence-Based Practice * Public Sector Reimbursement * Predictive Modeling * Pain Management * Health Technology, Trends, and Implications for Case Managers * The Affordable Care Act of 2010: Implications for Case Managers Included with each new print book is an Access Code for a Navigate Companion Website for students with objectives, multiple choice questions, and bonus appendices.
  customer service case management: Case Management, Third Edition Arthur J. Frankel, Sheldon R. Gelman, 2011-08 Case managers provide an indispensable service, acting as both experts and liaisons to the wide variety of services, resources, and opportunities available to their clients. The authors use their extensive practice, classroom, and research experience to delineate clearly the steps of the case management process and to address the myriad roles case managers fill in different practice situations. By detailing the various processes and goals of case management and the different populations they help, the authors present a resource that is invaluable not only to social workers, but also to case managers in nursing centers, community mental health facilities, and criminal justice centers. The third edition of this book is updated to reflect the constantly changing nature of the helping professions. New and updated references provide readers with an array of options for pursuing specific aspects of case management. The book is attentive to the evolving needs of a variety of populations, and it now contains a new section on working with members of the military and their families. This edition also contains new information on case management within larger organizations that provide mental health services.
  customer service case management: Case Management & Social Work Practice Stephen M. Rose, 1992
  customer service case management: Life Care Planning and Case Management Handbook Spilios Argyropolous, Sam Forshall, David Nutt, 2004-05-10 Life Care Planning and Case Management Handbook, Second Edition brings together the many concepts, beliefs, and procedures regarding life care plans into one state-of-the-art publication. This second edition of a bestseller is focused on prioritizing and managing the spectrum of services for people with serious medical problems and their families.
  customer service case management: Munchausen by Proxy Louisa Lasher, Mary S Sheridan, 2014-01-14 This step-by-step guide will help you identify and manage cases of this unique form of child maltreatment! Munchausen by proxy (MBP) is a dangerous kind of maltreatment in which a caretaker deliberately and repeatedly exaggerates, fabricates, and/or induces a health problem or problems in someone under his or her care. Munchausen by Proxy: Identification, Intervention, and Case Management is the first book to walk you step-by-step through a suspected MBP maltreatment case from suspicion onward. This skills-based, practical book contains a thorough, up-to-date overview of MBP and includes suggestions for identifying and reporting to child protection agencies, investigating and gathering evidence, and legal and court procedures. Its easy readability and immediate applicability make this text a valuable tool in identifying and preventing this form of child abuse. Munchausen by Proxy is divided into three parts. The first covers the definition of MBP, the role of the perpetrator and victim, and the ethical issues affecting professionals, patients, and family. Part two addresses case work from initial suspicions through the investigative and confirmation/disconfirmation process. The third section is dedicated to case planning and case management once MBP has been confirmed, including intervention, immediate child protection, and legal activities. Those involved in a suspected or confirmed MBP case will learn about: the limits of the DSM-IV as applied to MBP perpetrator-consistent characteristics the MBP situational suspicion indicators the inappropriateness of risk assessment tools developed for other forms of maltreatment the danger when MBP perpetrators realize they are under suspicion and more! This volume is generously enhanced with case examples, sample forms, figures, and representative management plans. In Munchausen by Proxy, authors Lasher and Sheridan—experts in MBP and child protection—have come together to fill the gap in the libraries of anyone who may become involved with a MBP case. This includes child welfare professionals and staff, law enforcement, school personnel, health care practitioners, judges and lawyers, and social workers.
  customer service case management: Case Management Mary Hubbard Linz, Patricia L. McAnally, Colleen Ann Wieck, 1989
  customer service case management: Foundations of Case Management Deanna Cooper Gillingham, 2021-10-16
  customer service case management: Comprehensive Case Management for Substance Abuse Treatment - TIP 27 U.S. Department of Health and Human Services, 2019-11-23 Case management has been variously classified as a skill group, a core function, service coordination, or a network of friendly neighbors. Although it defies precise definition, case management generally can be described as a coordinated approach to the delivery of health, substance abuse, mental health, and social services, linking clients with appropriate services to address specific needs and achieve stated goals. The Consensus Panel that developed this TIP believes that case management lends itself to the treatment of substance abuse, particularly for clients with other disorders and conditions who require multiple services over extended periods of time and who face difficulty in gaining access to those services. This document details the factors that programs should consider as they decide to implement case management or modify their current case management activities. This summary is excerpted from the main text, in which references to the research appear.
  customer service case management: Case Management Jack Rothman, Jon Simon Sager, 1998 This book embodies many of the concepts and terms that you will need as a professional social worker, and will be a valuable tool to use in your professional practice.
  customer service case management: Customer Service Best Practices Ron Zemke, 1998
  customer service case management: The Integrated Case Management Manual Roger G. Kathol, Rachel L. Andrew, Michelle Squire, Peter J. Dehnel, 2018-06-14 Thoroughly revised and updated since its initial publication in 2010, the second edition of this gold standard guide for case managers again helps readers enhance their ability to work with complex, multimorbid patients, to apply and document evidence-based assessments, and to advocate for improved quality and safe care for all patients. Much has happened since Integrated Case Management (ICM), now Value-Based Integrated Case Management (VB-ICM), was first introduced in the U.S. in 2010. The Integrated Case Management Manual: Valued-Based Assistance to Complex Medical and Behavioral Health Patients, 2nd Edition emphasizes the field has now moved from “complexity assessments” to “outcome achievement” for individuals/patients with health complexity. It also stresses that the next steps in VB-ICM must be to implement a standardized process, which documents, analyzes, and reports the impact of VB-ICM services in removing patient barriers to health improvement, enhancing quality and care coordination, and lowering the financial impact to patients, providers, and employer groups. Written by two expert case managers who have used VB-ICM in their large fully disseminated VB-ICM program and understand its practical deployment and use, the second edition also includes two authors with backgrounds as physician support personnel to case managers working with complex individuals. This edition builds on the consolidation of biopsychosocial and health system case management activities that were emphasized in the first edition. A must-have resource for anyone in the field, The Integrated Case Management Manual: Value-Based Assistance to Complex Medical and Behavioral Health Patients, 2nd Edition is an essential reference for not only case managers but all clinicians and allied personnel concerned with providing state-of-the-art, value-based integrated case management.
  customer service case management: 09 GRASPED Customer Service and Support Roadmap Steven Brough, 2024-02-19 The GRASPED Customer Service and Support Roadmap is an essential guide for startups focused on establishing excellent customer service and support systems. It outlines steps for setting up customer support channels, training on best practices, creating systems for handling inquiries, and actively using customer feedback to drive improvements. This roadmap is designed to help startups enhance customer satisfaction and loyalty by providing exceptional service. Its USP is the actionable and structured approach to building a customer service framework that prioritizes customer satisfaction and loyalty. Unlike generic customer service guidelines, this roadmap offers detailed steps, including case studies and actionable tips, making it a vital tool for startups aiming to establish a strong relationship with their customers. The GRASPED Customer Service and Support Roadmap provides startups with a comprehensive strategy for developing and implementing a customer service system that not only meets but exceeds customer expectations. It emphasizes the importance of customer feedback and continuous improvement in creating a loyal customer base.
  customer service case management: Treatment Alternatives to Street Crime James A. Inciardi, Duane C. McBride, 1994-03 Treatment Alternatives to Street Crime (TASC) provides an objective bridge between two separate institutions: the criminal justice system and the drug treatment community. Under TASC, community-based supervision is made available to drug-involved individuals who would otherwise burden the justice system with their persistent drug-associated criminality. TASC operates in more than 100 jurisdictions. Covers: empirical and theoretical foundations of TASC; early years of TASC; early TASC evaluations; the current structure of TASC; and the future of TASC. References.
  customer service case management: The AI Revolution in Customer Service and Support Ross Smith, Mayte Cubino, Emily McKeon, 2024-07-16 In the rapidly evolving AI landscape, customer service and support professionals find themselves in a prime position to take advantage of this innovative technology to drive customer success. The AI Revolution in Customer Service and Support is a practical guide for professionals who want to harness the power of generative AI within their organizations to create more powerful customer and employee experiences. This book is designed to equip you with the knowledge and confidence to embrace the AI revolution and integrate the technology, such as large language models (LLMs), machine learning, predictive analytics, and gamified learning, into the customer experience. Start your journey toward leveraging this technology effectively to optimize organizational productivity. A portion of the book’s proceeds will be donated to the nonprofit Future World Alliance, dedicated to K-12 AI ethics education. IN THIS BOOK YOU’LL LEARN About AI, machine learning, and data science How to develop an AI vision for your organization How and where to incorporate AI technology in your customer experience fl ow About new roles and responsibilities for your organization How to improve customer experience while optimizing productivity How to implement responsible AI practices How to strengthen your culture across all generations in the workplace How to address concerns and build strategies for reskilling and upskilling your people How to incorporate games, play, and other techniques to engage your agents with AI Explore thought experiments for the future of support in your organization “Insightful & comprehensive—if you run a service & support operation, put this book on your essential reading list right now!” —PHIL WOLFENDEN, Cisco, VP, Customer Experience “This book is both timely and relevant as we enter an unprecedented period in our industry and the broader world driven by Generative AI. The magnitude and speed of change we’re experiencing is astounding and this book does an outstanding job balancing technical knowledge with the people and ethical considerations we must also keep front of mind.” —BRYAN BELMONT, Microsoft, Corporate VP, Customer Service & Support “The authors of this book are undoubtedly on the front lines of operationalizing Gen AI implementations in customer support environments... and they know undoubtedly that at its core, support is about people and genuine human connections. This book walks you through their journey to keep people at the center of this technical tsunami.” —PHAEDRA BOINODIRIS, Author, AI for the Rest of Us
  customer service case management: Practice of Case Management David P. Moxley, 1989 The Practice of Case Management in the Human Services offers a succinct yet comprehensive guide to carrying out a case manager's responsibilities. The author explores assessment of the service needs of the client, facilitating the client's contact with the appropriate institutions and services, monitoring the quality of services provided to the client, and taking action when the client's needs are not met. He also considers the therapeutic role required when needs are not met because the problems are indigenous to the client. Providing an integrated look at practice technologies applicable to a variety of practice areas, the volume is appropriate for both preservice and inservice education in the field of human servi
  customer service case management: Emergency Department Case Management, Second Edition Kathleen Walsh, Karen Zander, 2014-11-14 From defining goals, clarifying roles, and understanding the necessary knowledge and skills required, Emergency Department Case Management: The Compendium of Best Practices, 2nd Edition will ensure that ED case management staff have a solid and sustainable foundation in place. After exploring models and reviewing emergency department infrastructure, this compendium will help readers outline key partnerships, present multiple options for case finding, tackle observation status accurately, address quality and evaluation issues, and identify ways ED RN case managers and social workers coordinate care for complex cases, such as pediatric, psychiatric, homeless, and uninsured populations. In addition to many new tools, this book is also packed with more than 20 detailed spotlights and case studies discussing ED case management strategies, best practices, and experiences of ED professionals from across the country. The new edition includes: The presence of case management RNs and Social Workers in emergency departments (ED) has become a standard since the first edition of this text was published in 2007. Ever-expanding and changing regulations for EDs and hospitals have emerged, while best practices have evolved to address these challenges. This new edition discusses these changes and provides updated guidance on running a compliant, effective, and efficient case management team in the ED. It also provides insight on adapting the role of case management based on unique ED patient populations and helps ED case managers stay ahead of the curve by examining what lies ahead in their profession.
  customer service case management: Handbook of Geriatric Care Management Cathy Cress, 2007 This book is a reference which addresses the many settings that geriatric care managers find themselves in, such as hospitals, long-term care facilities, and assisted living and rehabilitation facilities. It also includes case studies and sample forms.
  customer service case management: Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate (MB-230) Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com
  customer service case management: Clinical Problem Solving Norma S. Guerra, 2015-11-27 Clinical Problem Solving Case Management provides an innovative approach to client mental health skill development. The LIBRE Model (Listen-Identify-Brainstorm-Reality test-Encourage) and LIBRE Model Stick Figure Tool are integral case management components that provide the client a social cognitive platform to identify concerns. The clinician, before beginning assessment, uses the tool to check in with an understanding of his her perspective and biases. And then, in partnership, the clinician is able to assess the clientwithin their own worldview, which enables acceptance for interventions and evaluation plans. The problem solving approach provides the client a processing intervention to create a win-win experience for the client and clinician.
  customer service case management: Core Skills for Hospital Case Managers Tony Cesta, Beverly Cunningham, 2009-06 Core Skills for Hospital Case Managers: A Training Toolkit for Effective Outcomes Toni Cesta, PhD, RN, FAAN; Beverly Cunningham, MS, RN As of June 20, 2014, contact hours for nurses are no longer available with this product. Finally--an affordable, effective, and consistent training program for your hospital case managers. This one-of-a-kind guide to fundamental case management responsibilities is a necessary reference tool for every hospital case management department. This resource is designed to give case management directors and hospital leaders the tools they need to build and strengthen the basic and advanced skills their case management staff needs to succeed. Core Skills for Hospital Case Managers is an orientation and training manual for nurses transitioning into case management, an easy-to-read reference guide for new case managers, and a source of inspiration, tools, and resources for seasoned professionals. With a flexible format, this book and CD-ROM offer practical information and customizable tools to develop and maintain a wide variety of care management skills. Table of contents Chapter 1: Hospital Case Management 101 Chapter 2: Case Manager Role Chapter 3: Roles, Functions, and Caseloads Chapter 4: The Case Management Process Chapter 5: The Case Manager's Role in Transitional and Discharge Planning Chapter 6: Utilization Management Chapter 7: Managing Long Length of Stay Patients Chapter 8: Denials: Prevention and Appeals Strategies Chapter 9: Reimbursement Chapter 10: The Role of the Case Manager in Patient Flow Chapter 11: Measuring Success: Strategic Outcome Measures Chapter 12: Dealing with the Uninsured and Underinsured Chapter 13: Working with Multidisciplinary Teams Chapter 14: Crucial Communication and Conflict Resolution Learning objectives: Discuss the evolution of hospital case management Explain the different models of hospital case management Determine the various goals of hospital case management Examine the various roles of case management Discuss the variety of functions performed by case managers Discuss the scope of the case manager position Examine staffing ratios in various models List the steps in the case management process Determine the role of case managers in documentation Examine case managers' role in discharge planning List the factors that influence the discharge planning process Determine strategies for improving discharge planning Discuss how hospital reimbursement affects utilization management (UM) List the stages of UM coordination Determine the affect of outside influences on UM Evaluate different payers' regulations regarding UM Examine case management's role in length of stay (LOS) Evaluate strategies for managing patients with long LOS Identify data used to track and trend LOS Evaluate the reasons behind denials Discuss case management's role in preventing denials Examine case management's roles in reversing denials Examine case management's role in reimbursement Determine strategies for effective case management related to reimbursement Evaluate case management's role in patient flow Discuss demand and capacity management Identify strategies for managing patient flow Identify measurable case management outcomes Explain how case managers can track quality outcome metrics Discuss other metrics case management departments can track and trend Examine ways to create a case management report card Discuss the unfunded or underfunded patient populations Describe the role of the ED case manager with unfunded or underfunded patient populations Evaluate strategies for dealing with unfunded or underfunded patient populations Examine strategies for successfully working with multidisciplinary teams Describe sources of conflict with which case managers frequently come in contact Discuss strategies for reducing conflict Intended audience Staff nurses, charge nurses, staff educators, staff development specialists, directors of education, nurse managers, and nurse leaders
  customer service case management: Customer Relationship Management Francis Buttle, Stan Maklan, 2019-04-24 Customer Relationship Management, Fourth Edition continues to be the go-to CRM guide explaining with unrivalled clarity what CRM is, its uses, benefits and implementation. Buttle and Maklan take a managerial perspective to track the role of CRM throughout the customer journey stages of acquisition, retention and development. Theoretically sound and managerially relevant, the book is liberally illustrated with examples of technology applications that support marketing, sales and service teams as they interact with customers, but assumes no deep technical knowledge on the reader’s part. The book is structured around three core types of CRM – strategic, operational and analytical – and throughout each chapter, case illustrations of CRM in practice and images of CRM software demystify the technicalities. Ideal as a core textbook for advanced undergraduate and postgraduate students on CRM or related courses such as relationship marketing, digital marketing, customer experience management or key account management, the book is equally valuable to industry professionals, managers involved in CRM programs and those pursuing professional qualifications or accreditation in marketing, sales or service management. NEW TO THIS EDITION: New and updated international case illustrations throughout New and updated screenshots from CRM applications Fully updated to reflect the evolving CRM landscape, including extended coverage of: Big data and its influence on CRM Artificial intelligence (AI) Advances in CRM analytics The relationships between CRM and customer experience management The role of social media in customer management strategy Real-time marketing Chatbots and innovative customer self-service Privacy and data security Updated lecturer support materials online
  customer service case management: Case Management Suzanne K. Powell, 2000 The Second Edition of this comprehensive how to text has been completely revised and updated. This text outlines the basics of case management and illustrates some of the pitfalls encountered in the field of case management. The book provides information on the new Case Management Standards, supplies standard definitions and guidelines of case management for the practicing case manager, and presents information on caring for clients in a wide variety of health care settings. New to this edition--chapters focusing on Quality Reviews and Risk Management with a strong emphasis on Continuous Quality Improvement (CQI), ethical and legal issues, and various case studies.
  customer service case management: Ask a Manager Alison Green, 2018-05-01 From the creator of the popular website Ask a Manager and New York’s work-advice columnist comes a witty, practical guide to 200 difficult professional conversations—featuring all-new advice! There’s a reason Alison Green has been called “the Dear Abby of the work world.” Ten years as a workplace-advice columnist have taught her that people avoid awkward conversations in the office because they simply don’t know what to say. Thankfully, Green does—and in this incredibly helpful book, she tackles the tough discussions you may need to have during your career. You’ll learn what to say when • coworkers push their work on you—then take credit for it • you accidentally trash-talk someone in an email then hit “reply all” • you’re being micromanaged—or not being managed at all • you catch a colleague in a lie • your boss seems unhappy with your work • your cubemate’s loud speakerphone is making you homicidal • you got drunk at the holiday party Praise for Ask a Manager “A must-read for anyone who works . . . [Alison Green’s] advice boils down to the idea that you should be professional (even when others are not) and that communicating in a straightforward manner with candor and kindness will get you far, no matter where you work.”—Booklist (starred review) “The author’s friendly, warm, no-nonsense writing is a pleasure to read, and her advice can be widely applied to relationships in all areas of readers’ lives. Ideal for anyone new to the job market or new to management, or anyone hoping to improve their work experience.”—Library Journal (starred review) “I am a huge fan of Alison Green’s Ask a Manager column. This book is even better. It teaches us how to deal with many of the most vexing big and little problems in our workplaces—and to do so with grace, confidence, and a sense of humor.”—Robert Sutton, Stanford professor and author of The No Asshole Rule and The Asshole Survival Guide “Ask a Manager is the ultimate playbook for navigating the traditional workforce in a diplomatic but firm way.”—Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together
  customer service case management: Digital Enterprises Henderik A. Proper, Bas van Gils, Kazem Haki, 2023-12-16 This book explores different aspects of and provides concrete suggestions to meet the three main challenges for becoming a “Digital Enterprise”: the transition to the digital age, the emergence of service ecosystems, and the growing role of data as a key underlying resource. As a result of these intertwined and mutually amplifying trends, today’s enterprises are confronted with several challenges that profoundly impact their design, from the definitions of products and services offered to their clients via the business processes that deliver these products and services to the underlying IT infrastructure. The contributions which are written by leading enterprise architecture researchers and managers of large corporations cover four key aspects which form each one part of the book: Part I presents experiences how different enterprises currently already need to embrace and exploit new challenges like blockchain, customer-centric services, or value co-creation networks. Part II looks at the need for a new design logic, i.e. the need for new ways of thinking regarding the design of enterprises. Part III is concerned with the coordination needed among different stakeholders of the ensuing continuous transformations. Part IV eventually reflects on the ongoing consequences for enterprise modeling as used to capture both the current affairs of an enterprise, as well as design/study its possible future affairs. The target audience of this book are both master and PhD level students who want to gain insights into key aspects of the challenges confronting digital enterprises, as well as enterprise architects and information managers working in enterprises that are on their way to become digital.
  customer service case management: Salesforce For Dummies Liz Kao, Jon Paz, 2024-05-07 Your easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster. Get started with configuring Salesforce and set up the apps that your business needs Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes Find new ways to improve productivity and reduce administration time Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.
  customer service case management: Microsoft Certified Exam guide - Dynamics 365 Fundamentals (MB-901) Cybellium Ltd, Unlock Your Potential in the World of Dynamics 365! Are you ready to embark on a journey into the dynamic world of Microsoft Dynamics 365? Look no further than the Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901). This comprehensive book is your key to unlocking the foundational knowledge and skills needed to kickstart your career in this exciting field. Dynamics 365 is transforming the way businesses engage with customers, streamline operations, and drive growth. As organizations worldwide adopt this powerful platform, the demand for skilled professionals who understand its intricacies is skyrocketing. Whether you're an aspiring IT enthusiast or a seasoned professional seeking to expand your skillset, this book is your ultimate resource for acing the MB-901 exam and laying the foundation for a successful career in Dynamics 365. Inside this book, you will discover: ✔ Comprehensive Coverage: A detailed exploration of all the fundamental concepts and components of Dynamics 365, ensuring you have a solid understanding of the platform. ✔ Exam-Ready Preparation: Thorough coverage of MB-901 exam objectives, along with practice questions and practical tips to help you confidently pass the test. ✔ Real-World Scenarios: Practical examples and case studies that illustrate how Dynamics 365 is used in real business scenarios, making learning both engaging and relevant. ✔ Expert Insights: Written by experienced professionals who have not only mastered the content but have also worked with Dynamics 365 in various capacities, providing you with valuable insights and practical knowledge. Whether you're looking to jumpstart your career, validate your expertise, or simply gain a deeper understanding of Dynamics 365, Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901) is your trusted companion on this journey. Don't miss out on the opportunity to become a part of the growing community of Dynamics 365 professionals. Prepare, practice, and succeed with the ultimate resource for MB-901 certification. Order your copy today and pave the way for a future filled with exciting opportunities in Dynamics 365! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com
  customer service case management: The DISAM Journal of International Security Assistance Management , 2000
  customer service case management: Customer Obsessed Eric Berridge, 2016-09-13 Optimize the customer experience via the cloud to gain a powerful competitive advantage Customer Obsessed looks at customer experience through the lens of the cloud to bring you a cutting-edge handbook for customer experience. Cloud technology has been hailed as a game-changer, but a recent IDC report shows that it accounts for less than three percent of total IT spending; why are so many companies neglecting such an enormous asset? This book provides a high-level overview of how the cloud can give you a competitive advantage. You'll learn how to integrate cloud technology into sound customer experience strategy to achieve unprecedented levels of success. More than just a state-of-the-field assessment, this book offers a set of concrete actions you can take today to leverage cloud computing into technical innovation and better business outcomes at all levels of your organization. You'll examine the many factors that influence the customer experience, and emerge with the insight to fine-tune your approach using the power of the cloud. What kind of advantage is your company leaving on the table? This book guides you through the key drivers of customer success to help you optimize your approach and leverage the future of global technology. Learn the keys to competitive advantage in the digital era Gain insight into each element that affects customer experience Harness the power of the cloud to achieve customer success Follow a prescriptive framework for optimizing customer experience We are in the golden age of IT innovation, but the majority of companies haven't even adopted cloud technology, much less begun to utilize its full business capabilities. Jump into the gap now, and reap the benefits as other struggle to catch up. Customer Obsessed gives you the guidance you need to achieve sustainable success in today's digital world.
Customer Service Management Use Case Guide
When a customer contacts customer service (regardless of channel–telephone, email, chat, or others), Predictive Intelligence uses machine learning to categorize, prioritize, and assign …

Case management - Pega
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Access to support resources in a single, intuitive interface. Support applications such as Incident Management, License Keys, Software Download and many more!

55260: Microsoft Dynamic 365 for Customer Service Training
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Case management software makes it easy to track and manage customer complaints and analyze results for continuous improvement. With all case information stored in a centralized database, …

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The bank leveraged Newgen's Case Management platform to optimize their end-to-end customer service management process. The platform comprised a comprehensive workflow automation …

White Paper - Case Types Best Practices - ServiceNow
A case type is created by extending the CSM case table (sn_customerservice_case) to create a case application that is specific to a customer process e.g. claims, complaint, onboarding etc.

Case Management
Customer Interaction Center (CIC) is one of the main interfaces between customers and the SAP support organization. We are available 24 hours a day, 7 days a week, 365 days a year , and …

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This course is designed to give new users practical experience setting up and using the Management module with Dynamics 365 v9. Note: This course covers the Case Management …

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Capture customer inquiries, cases, and service requests from various client touch points—over the phone in a call center, via self-service over the web, and email. Case activities and tasks …

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Customer Service Management Deliver great customer service while reducing costs Accelerate omnichannel self-service with AI-driven issue resolution Empower agents with real-time …

Case Types Best Practices - ServiceNow
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Exploring Customer Service Through Hospital Management …
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Good to Great in IT Service Management: A Case Study
recommendation for IT Service Delivery firms to take into account when setting up service delivery teams. IT SERVICE MANAGEMENT. IT Service Management (ITSM) is a discipline for …

The Value of Case Management in Financial Services
For many, the term “case management” brings to mind how social services organizations manage their workload. But any process that involves acting on and tracking open staff and …

Effects of an upbeat and positive attitude in customer …
customer service interactions, the experiment and case studies examined in this paper identified evidence in support of displaying a positive behavior during customer service interactions. In …

Description SAP Service Cloud Version 2 Feature Scope - SAP …
Case Runtime Guides users to create new cases based on the phases and steps set up in the case de-signer. Case Routing Route by teams, processor, case type, or category. Service …

The Influence of Total Quality Management Practices on …
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Microsoft Dynamics 365 Licensing Guide
Field Service (on-premises) is available for Dynamics 365 Customer Engagement Plan and Field Service customers through dual use rights Figure 6: Dual Use Rights Mapping . Microsoft …

Oracle Fusion Service Case Management
Service Case Management How do I get started with Case Management? ... Use Cloud Customer Connect to get information from industry experts at Oracle and in the partner community. You …

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Jacada Agent Scripting Case Study - Uniphore
integration of call scripts into Priceline’s customer service case management system (i.e. – “Priceline CARES") and the delivery of customer specific content to agents in each and every …

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Keywords: Strategic Marketing Management, Customer Centric Approach, Internal, External INTRODUCTION The report discusses the literature engaging a strategic marketing …

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A CASE STUDY OF DANGOTE FLOUR MILL, KANO STATE OLAOLU BAIYEWU ... increases customer service while simultaneously lowering expenses, waste, and complaints. CRM also …

Oracle Fusion Service
Oracle Fusion Service Case Management: Questions and Answers ... Customer Service Manager Resource Service Representative HR Assignment is Active Resource Role is Service …

GM TECHNICAL ASSISTANCE CENTER (TAC)
same concern from your dealer or a recent case from other dealers. This will ensure all case information is on the same case from any dealer. If there is a current case, call TAC to have it …

Case Management Best Practices - SNAP E&T National Forum
Approaches to case management: Structure and communication • How case management meetings are structured • One-on-one sessions (74% of States; n=38) • With one case …

Air China’s Customer Relationship Management a Case
Air China’s Customer Relationship Management 2347 rateof14.2%peryearbetween2016and2021.DuetotheoutbreakofCOVID-19,total customer …

Take Your Customer Case Management to the Next Level
Streamline case management for higher customer satisfaction Amazon Connect Cases makes it simple to create cases for customer service issues and makes it easier for agents to develop a …

SAP S/4HANA for Customer Management - Feature Scope …
SAP S/4HANA for customer management uses selected parts of the SAP S/4HANA standard functionality. The ... For example, you can place customer service orders including technical …

Pega Customer Service for Insurance
Interaction management In this section, we will look at the various capabilities that Pega provides for interaction management, starting with customer self-service options, and then touching on …

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AJC Operations Manual - TN.gov
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Guide on making a referral to FirstCare’s Case Management …
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Guide on making a referral to FirstCare’s Case Management …
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Customer Relationship Management in the Hotel Industry
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Harvard JetBlue & Gladly BUSINESS CASE STUDY Business …
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Dynamic Case Management? - OutSystems
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The Impact of Service Quality on Customer Satisfaction: A …
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ASSESSMENT OF SERVICE QUALITY, CUSTOMER …
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Exam Code: CRT-261 Exam Name: Prepare for your Service
facilitating customer self-service and complements the existing CTI system, Knowledge base, and Einstein Chatbots. QUESTION 2 Case closure time at Cloud Kicks (CK) is too high although …