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Case Management/Utilization Review Skills Checklist
Please mark your level of experience
1. No theory and/or experience
2. Limited experience/need supervision and/or support
3. Experienced/minimal support needed to perform
4. Proficient/can perform independently
WORK SETTINGS
1
2
3
4
Acute Care
1
2
3
4
Skilled/LTAC
1
2
3
4
MDS Coordinator
1
2
3
4
Home Health
1
2
3
4
Telephonic
1
2
3
4
Workers Compensation
1
2
3
4
Insurance
1
2
3
4
Managed Care
1
2
3
4
Acute Rehab
1
2
3
4
CM/UR SOFTWARE
1
2
3
4
Interqual
1
2
3
4
Milliman
1
2
3
4
MIDAS
1
2
3
4
Allscripts UR
1
2
3
4
Word Processing Software
1
2
3
4
REGULATORY
1
2
3
4
CMS/Medicare
1
2
3
4
HEDIS Measures
1
2
3
4
Core Measures
1
2
3
4
Medicaid/Medical
1
2
3
4
DRG
1
2
3
4
ICD 9 Coding
1
2
3
4
ICD 10 Coding
1
2
3
4
CPT
1
2
3
4
PROCESSES
1
2
3
4
Benefits Eligibility
1
2
3
4
Pre-Certification Review
1
2
3
4
Review for Admission Criteria
1
2
3
4
Identify Appropriate Level of Care
1
2
3
4
Review Status During Stay
1
2
3
4
Discharge Planning
1
2
3
4
Physician Advisor
1
2
3
4
Clinical Documentation Improvement
1
2
3
4
Needs Assessment/Order DME
1
2
3
4
Needs Assessment/Home Health
1
2
3
4
Needs Assessment/Hospice
1
2
3
4
Needs Assessment/Skilled
1
2
3
4
Third Party Authorization Process
1
2
3
4
Concurrent Review
1
2
3
4
Retrospective Review
1
2
3
4
PROFESSIONAL KNOWLEDGE AND SKILLS
1
2
3
4
National Patient Safety Goals
1
2
3
4
Age Specific/Population Based Care
1
2
3
4
COMPUTERIZED CHARTING
1
2
3
4
Epic
1
2
3
4
Cerner
1
2
3
4
Eclipsys
1
2
3
4
McKesson
1
2
3
4
Meditech
1
2
3
4
Other Computerized System
1
2
3
4
Computerized Physician Order Entry
1
2
3
4
Bar Coding for Medication Administration
1
2
3
4
Yes
No
EMR Conversion
Yes
No
First Name
*
Last Name
*
Phone Number
*
Last 4 of Social Security Number
*
Email Address
*
Date Completed:
*
+
By checking the "Agree" box and clicking “Submit” below you certify and acknowledge the information provided on this checklist is accurate to the best of your knowledge and an accurate representation of your abilities.
*
Agree