case management study guide header

Case Management Certification Review Course

Bringing the Test Preparation Workshop to You

Case Management Institute, Deanna Gillingham, and Anne Llewellyn are excited to bring you the “Online Case Management Certification Review Course” presented by Anne Llewellyn, RN-BC, MS, BHSA, CCM, CRRN.


This course is designed for Intermediate and Advanced Level Case Managers who are preparing for national certification. Although this course was designed for those preparing for certification through the Commission for Case Manager Certification, it has also been helpful in preparing for other case management certifications.


This course is the perfect compliment to CCM Certification Made Easy: Your Guide to Passing the Certified Case Manager Exam. Where CCM Certification Made Easy gives you “just the facts” on each knowledge domain, our Case Management Certification Review Course puts the information into context. This Course is available during this introductory period at the amazingly low price of only $347.

Anne Llewellyn, RN-BC, MS, BHSA, CCM, CRRNThis course is presented by Anne Llewellyn, MS, BHSA, CCM, CRRN, RN-BC, a case management leader who shares her expertise and experiences with you in her 11 module course on case management. You are now able to access the same course she has taught numerous times to live audiences, in the convenience and comfort of your own home.

Case Management Institute brings you this online version as we understand that the cost and logistics of attending a live course are prohibitive to most people. It can easily cost well over $1000 in transportation and lodging fees. Not to mention the hassle of getting time off work and coordinating the time away from your family.

We also understand that cramming in hours of lecture a day-long program can lead to information overload. As a result, we are providing this online course that you can take at your own pace. You can listen as long as you want, as many time as you want, and break when you need to. When you’re ready to come back; whether a few minutes, days or weeks later, your course will be waiting for you. You can also review the course as many times as you wish at no additional charge.

Program Objectives

  • Provide a study guide for those preparing for national certification in case management.

  • Share insights into the practice of case management for those new to the field.

  • Explain  a common platform to better understand the role, function and opportunities bring to the healthcare system

  • Describe information that will improve individual and organizational practice

  • State the challenges the healthcare team as well as consumers of health care face and how effective case management programs can help.

  • Have an understanding of the important role case managers play in today’s complex healthcare system

  • Through listening to the modules, attendees will know where to focus your additional studies and be able to develop your own personalized study plan.

Meet the Instructor

Anne Llewellyn, RN-BC, MS, BHSA, CCM, CRRNAnne Llewellyn MS, BHSA, CCM, CRRN, RN-BC, is a healthcare leader with over 40 years of experience as a critical care nurse, a nurse case manager, a professional patient advocate, an educator and a digital journalist. Anne has expertise as an independent case manager specializing in catastrophic case management, workers compensation and long-term care.

Anne is a Past President of the Case Management Society of America and was one of the original authors of the American Nurses Credentialing Center book, Case Management Review and Resource Manual. Anne has lectured nationally and internationally on case management, patient advocacy and care coordination. She currently writes a healthcare Blog, Nurse Advocate.


Overview of the Online Case Management Certification Review Course

Here’s what you get in our 12 Session Online Case Management Certification Review Course…

  • 9 hours of instruction covering 11 facets of case management that you will need to know in order to pass your CCM Exam
  • 11 Video Presentation Sessions – This is the same content done at the live courses around the country
  • 11 Audio Only Sessions –  so that you can listen to the sessions during your commute, workout or any other time you find convenient.
  • 9 Continuing Nursing Education Credits. (For more information on CNE, go here.)
  • BONUS: Live Test Your Knowledge workshop for a last-minute prep
  • **NEW** Bonus Section with Frequently Asked Questions, Test Taking Strategies, and other valuable material to assist you in your studies.

Course Outline

Session 1:  Current Trends in Healthcare

In this Session, we will look at the trends and issues impacting the current healthcare environment and share insights into why the practice of case management is positioned to improve access and quality and contain escalating healthcare costs.

Session 2:  History of Case Management

We take a deep dive into the history and background that has shaped the current practice of case management and look at the philosophy and goals case managers in all settings strive to meet. We will also look at the current practice settings that span the continuum of care.

Session 3:  CM Competencies and Responsibilities

Case managers may differ according to practice settings, but all have a common role and function that has been documented through certification bodies as well as the Case Management Standards of Practice. In Session Three, we will explore these areas and provide case examples to illustrate each role and function so that learners can better understand the practice.

Session 4:  Rehabilitation, Workers Compensation, and Disability Management

An important role of the case manager is to ensure patients receive appropriate care to allow them to reach their full potential. Doing so enables people to be able to work, support their families and maintain their dignity. In this session we will look at processes case managers can use to ensure a timely return to work and learn about the various professionals who are a part return to work process.

Session 5:  Data Management

Session Five will review the important role technology is playing in the area of care coordination and how it is changing the delivery of care. We will also look the documentation systems and evidence-based guidelines are decreasing variation of care and improving quality and efficiency within organizations and the system as a whole.

Session 6:  Resource Management

Resource Management is a key role for all case managers regardless of setting. In this Session, we will review the various resources and the rules that case managers need to understand in order to ensure the patient has access to the resource they need to meet their individual needs.

Session 7:  Utilization Management

Efficient utilization of resource management is key to effective case management. Session seven looks at the history of utilization management, the rules and how case managers can work with the team to ensure patients get the resources medically necessary to meet their needs.

Session 8:  Population Health and Disease Management

Understanding a population health and addressing disease management is critical to controlling escalating healthcare costs. This session will review principles and best practices case managers need to incorporate into practice regardless of setting. After completing this unit you will understand:

  • What population health and disease management are
  • The need for population health and disease management
  • The impact disease has on healthcare costs
  • Risk stratification and screening tools used in population health and disease management
  • The importance of patient engagement in population health and disease management
  • Motivational interviewing
  • The most common and catastrophic disease states
  • Trends in population health and disease management

Session 9:  Healthcare Legislation

Healthcare legislation provides a tool for case managers ensure access to services and protects consumers who have medical, behavioral and social challenges. This session will review key Federal Legislative regulations that case managers need to be aware specifically, how health policies impact CM and reviews specific legislation important to case managers such as The Rehabilitation Act of 1973, The Emergency Medical Treatment and Labor Act (EMTALA), Health Insurance Portability & Accountability Act (HIPAA), Health Information Technology for Economic and Clinical Health Act (HITECH), American with Disability Act, Family Medical Leave Act 1993, Longshore & Harbor WC Act 1927.

Session 10:  Reimbursement Systems

Reimbursement issues are a challenge for all case managers in ensuring patients have access to care. Session ten will review the major reimbursement systems so case managers have a working knowledge of each.

Session 11:  Legal and Ethical Issues Impacting Case Management

Keeping up to date with legal and ethical issues is an important strategy for all case managers. This session will address key terms and provide examples that each case manager can use to relate to legal and ethical issues impacting the practice of case managers.

Session 12:  Bonus Material

Bonus Section with Frequently Asked Questions, Test Taking Strategies, CNE Credit Information, and other valuable material to assist you in your studies.

Frequently Asked Questions

When was the course last updated?

The course was updated in January 2017. We update the course on an as-needed basis when new information becomes available.

When does the course start and finish?

The course starts now and finishes when you pass your certification exam! We will give you an initial 6-month membership. Need more time? No problem, just let us know and we will extend your membership to your anticipated test date. It is a completely self-paced online course. You decide when you start and when you finish.

Is the course mobile and tablet friendly?

Yep. The course is fully responsive. In addition, we give you the audio files so you can listen to the course on your mobile device.

Can the cost of this course be a deductible expense?

No accountants were involved in the making of this advice, but as it is for career development and training it may be tax deductible, please contact your tax advisor for better information.

How long is the course?

The course is a little more than 8 hours long, and has been cut up into 11 digestible and organized segments, so you can refer back to it when questions about specific topics come up long after you’ve finished the course. This seems to be one of the features people like the most.