The Basics

This standard sets forth the training requirements that are specific to your case managers.  Naturally, their training should cover the CM P&Ps that apply to their jobs, ongoing professional training, and education in any applicable regulatory requirements, a duplication of the Core training requirements on P&Ps and regulations.  In addition, however, are requirements that the case managers receive ongoing training in the nationally recognized standards in case management, including professional roles, case management resources, and any special requirements of the population served by the CM program.

Management Tips

This standard should be read in conjunction with the training standard in the Core module, either Core 7 in v. 2.1 or Core 27 in v. 3.0.  The training can be in-house or provided by outside organizations or other vendors, like CMSA.  Drawing on CMSA's training program, URAC specifies that this training should address "clinical competence, communication skills, problem solving and conflict resolution skills, the ability to effect change, assessment skills, organization skills, time management, customer service skills, and knowledge of how to set case management goals and how to measure outcomes."

URAC Accreditation Tips

For the documentary submission on AccreditNet, you should submit both a P&P describing these training requirements and sample training agendas and outlines. 

For the onsite review, be prepared to submit the full training files showing compliance with this standard, not just samples.  In addition, any documentation of CEs received by the case managers should be available.  Finally, the interviews with case managers and the case management supervisor is likely to cover orientation and ongoing training.