The Basics

This  requires that the case manager conduct (and, of course, document) a case management assessment for each consumer (patient, worker).  This assessment must be thorough, and will serve as the foundation for the Case Management Plan. 

URAC specifies the components of that assessment in the next standard.

URAC Accreditation Tips

The element requiring the conduct of the assessment is mandatory; the element requiring the assessment's findings to be documented is weighted 4.

Documentation should include a P&P describing the required assessment and the use of any tools in that assessment.  Screen shots of any automated assessment tools would be useful for submission to URAC in the desktop review portion of the application. 

The onsite review will be a through a review of consumer case files to see evidence of assessment for each consumer, as well as interviews of members of the CM staff to determine their ability to conduct proper assessments.