The Integrated Case Management Manual: Assisting Complex Patients Regain Physical and Mental HealthThe Integrated Case Management Manual: Assisting Complex Patients Regain Physical and Mental Health

Roger G. Kathol, Rebecca Perez, & Janice S. Cohen

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Book Preface

Having provided clinical services to patients at the interface of general medicine and psychiatry throughout our professional careers, we have been impressed with the degree to which health issues related to the mind and body interact. Yet each of us work in systems of care that rigorously separate and approach physical and mental conditions as if the mind and body had no connection. The purpose of this Manual is to share with case managers that the assessment and treatment of mental health and general medical conditions are more similar than dissimilar. Segregation of care in these domains and in other domains that create barriers to health is counterproductive. Rather, assistance with return to health can be more effectively and efficiently accomplished when a unified approach is used.

This Manual was written to apply this principle to the practice of case management, a discipline in which nurses and other health professionals assist patients/clients (hereafter referred to as patients) with health complexity overcome barriers to improvement. Case managers were chosen as the target audience for this Manual because they primarily and routinely work with patients who have multiple poorly controlled health conditions, a high percentage of which involves both general medical and mental health issues and/or social and health system challenges. Their patients are also the ones who use a high percentage of health resources. Thus, if improved support for their care can be achieved through the systematic application of complexity measurement and an "integrated" approach to breaking down complexity-based barriers, it is reasoned that case managers can become major contributors to better health and total health-related cost reduction as care delivery and payment reform measures are introduced.

We consider this Manual an introduction to the next generation of case management, integrated case management. Unlike traditional case management, it guides case managers with either medical or mental health backgrounds as they develop skills that will allow them to connect and assist with health issues in the biological, psychological, social, and health system domains while maintaining a personal relationship with the patient. Patient handoffs are the exception and follow through on care manager assistance over time is the rule.

Integrated case management does this by linking health complexity assessments to integrated assistance techniques. Based on level of complexity, case managers prioritize associated barriers to improvement in various domains, build care plans, and assist patients as they stabilize and/or return to health. Core components in the integrated case management process include: a relationship and communication between complex patients and the case manager, a longitudinal outcomes orientation, the systematic assessment of complexity, use of complexity item scores and their interactions to guide health improvement actions, and case manager accountability for health outcomes in all risk and needs domains. In essence, it transforms traditional case management into an approach that systematizes assessments, connects evaluation findings to multi-domain actions, and moves managed patients toward documentable improvement and graduation.
Case managers studying this Manual will develop new and important cross-disciplinary skills, which will allow them to alter the health trajectory of some of the most needy patients in the health system.

 

Book: Healing Body AND Mind Integrated Health Care – the rest of the story ("Healing Body AND Mind"), 2007

 

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