✅ Reviewed for accuracy and relevance by Deanna Cooper Gillingham, RN, CCM, FCM on July 22, 2025.
Maintaining wellness and prevention of disease can improve the length and quality of life of the patient and be cost effective. The case manager should assess the patient’s diet and activity level as well as compliance with immunizations and screenings. Education should be provided where needed. See the Health Coaching section for more information on wellness coaching.
Vaccines
Assess for updated vaccines including the yearly flu vaccine, as well as the pneumococcal vaccine and shingles vaccine. Patients with chronic conditions are particularly vulnerable to the flu and pneumonia.
Diet
Case Managers should assess the patient’s diet and access to proper nutrition. Where a deficit is identified the Case Manager can provide nutritional education and refer to community resources.
Physical Activity
Engaging in regular physical activity is one of the most important factors in maintaining and improving health. Physical activity strengthens bones, increases muscle, reduces depression and stress, and helps maintain a healthy weight. 30 minutes of moderate physical activity a day is recommended. Case Managers can provide education and referrals to community resources to help clients find an activity that meets their needs.
Mammograms
The American Cancer Society recommends women age 40 and older should have yearly mammograms.
Colorectal Cancer Screening
Men and women of average risk should begin screening for colorectal cancer at the age of 45.
This article shares a portion of the information covered on this topic in CCM Certification Made Easy, 4th Edition by Deanna Cooper Gillingham, RN, CCM, FCM (2025). For more details on this topic and related concepts, purchase your copy at CCMCertificationMadeEasy.com.
