Medical Case Management: Coordinating Safe and Effective Care
This course is designed for nurses engaged in medical case management across various healthcare settings. It focuses on the essential skills and knowledge required to navigate the complexities of patient care coordination, particularly during transitions.

- Contact hours
- 4
- Format
- Self-paced, online
- Last reviewed
- Sep 19, 2026
$20.00or included with All-Access
$5 per contact hour · 4 contact hours
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- No post-test required · unlimited retakes · evaluation and attestation always required
Course Purpose
This course is designed for nurses engaged in medical case management across various healthcare settings. It focuses on the essential skills and knowledge required to navigate the complexities of patient care coordination, particularly during transitions.
Continuing Education Credit Designation
This educational activity is credited for 4 contact hours at completion of the activity.
Overview
The journey through this course begins by defining the scope of medical case management, establishing its core principles and boundaries within nursing practice. It then progresses to the critical moments of patient transfer, emphasizing the vital information that must accompany patients to their next care destination. Subsequent sections will delve into the persistent challenge of medication reconciliation, the impact of social needs on health outcomes, and the ethical imperatives of information privacy. Finally, the course will explore practical strategies for managing caseloads and proactively identifying risks, culminating in a comprehensive understanding of effective case coordination.
Objectives
Upon completion of this independent study, the learner will be able to:
- Describe the required elements of a hospital discharge planning process, including early identification, timely evaluation, documentation and re-evaluation.
- Distinguish nursing case management activities from prescriber, payer and level-of-care decisions when a plan and the orders no longer match.
- Explain what information must accompany a patient at transfer and how to confirm that a receiving clinician actually received it.
- Compare nursing facility baseline and comprehensive care plan requirements with home health plan of care requirements.
- Identify medication continuity risks at transitions and route discrepancies with the specificity a prescriber needs to act.
- Apply the five social determinant domains to test whether a discharge plan's practical assumptions hold for a specific patient.
- Apply the minimum necessary standard, including its treatment exception, to disclosures made to treating and non-treating recipients.
- Prioritise a case management caseload and use required periodic plan review to identify predictable coordination failures.
Policy Statement
This activity has been planned and implemented in accordance with the policies of CheapCEForNurses.com. This course should be used for informational purposes only and should not be used to diagnose, treat, prescribe, recommend, or initiate therapies or treatments in any setting. This course is copyrighted by Cheap CE For Nurses, Inc. and may not be replicated, copied, or dispersed without written consent.
Disclosures
Cheap CE For Nurses, Inc. and its authors have no disclosures. There is no commercial support.
Who this course is for:
Healthcare professionals who want continuing education on Medical Case Management: Coordinating Safe and Effective Care.
Course outline
12 sections · finish in any order across devices
- 1
Course overview and learning objectives
- 2
Introduction
- 3
What medical case management is, and what it is not
- 4
Screening, risk identification and the discharge planning evaluation
- 5
Transitions of care: what must travel with the patient
- 6
Care planning in post-acute settings: nursing facility and home health
- 7
Medication continuity across transitions
- 8
Social needs, community resources and the limits of referral
- 9
Information sharing, privacy and the minimum necessary standard
- 10
Caseload practice: prioritisation, follow-through and quality review
- 11
Nursing Considerations
- 12
Conclusion
References
The full reference list is included inside the course, after the Conclusion.
Purchase required to access Fast Facts, pretests, posttests, course evaluations and certificates. Our one free course is the only exception.
This Course Satisfies
Requirement summaries come from our state requirement records. All Users of Cheap CE For Nurses’s website and content are responsible for knowing their state’s license and renewal requirements.
Questions about this course
- How many contact hours is Medical Case Management: Coordinating Safe and Effective Care?
- 4 contact hours, credited at completion.
- How much does it cost?
- $20.00 on its own, or included with All-Access ($29.99 a year, renewing yearly until you cancel).
- Can I listen instead of reading?
- Yes — every section can be read or heard, on your phone or computer.
- When do I get my certificate?
- As soon as you finish the course requirements and the evaluation. It stays in your account.
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