The Basics

This standard can be considered an elaboration of Core 28 (v. 3.0), which requires organizations to provide employees with tools appropriate to their jobs.  This case management standard adds specificity to the Core requirement, mandating that CM organizations provide data collection tools and care plan templates to their case management staff to collect information necessary to assess whether the CM program performance objectives are being met.

Management Tips

The key here is standardization of data collection elements in the data collection tools and plan templates.  Whether the tools and templates are online or paper, they must be readily accessible to case management staff members. 

It is insufficient to develop the tools; you'll need to develop clear descriptions about how each tool and/or template will be used. 

Keep in mind that the ultimate purpose here is to generate standardized data to facilitate program eveluation required by CM 10.

URAC Accreditation Tips

This standard carries a weight of 1.

For purposes of submitting to AccreditNet, the documentation should include:

• A description of the tools and templates, including copies or screen shots; and
• A description of how the data collected will be used for program evaluation.

The onsite review will focus on reviewing case files for evidence of use of these tools, and interviews and observations of the case management staff members to see how that use the tools and to assure that the tools are readily available to staff members.