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How can you navigate limited resources and funding in healthcare case management?

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As a healthcare case manager, you may face various challenges related to limited resources and funding, such as high caseloads, complex needs, budget constraints, and regulatory changes. How can you navigate these challenges and provide effective and ethical care to your clients? Here are some tips and strategies that can help you overcome some of the common barriers and issues in healthcare case management.

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Lisa Janyska MBA,BSN,RN,CCM

Vice President Utilization Management

1 Identify your priorities

One of the first steps to navigate limited resources and funding is to identify your priorities and goals as a case manager. What are the most urgent and important needs of your clients? What are the expected outcomes and indicators of success? What are the best practices and standards of care in your field? By answering these questions, you can prioritize your tasks and allocate your resources more efficiently and effectively. You can also use tools such as decision matrices, risk assessments, and care plans to help you prioritize your cases and interventions.

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Aakash Shah

Founder @Wyndly (YCW21) ???
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Begin by pinpointing priorities to tackle resource constraints in healthcare case management. - Focus on high-risk, high-need clients who will benefit most from case management interventions - Prioritize evidence-based practices and interventions that demonstrate clear outcomes - Streamline documentation and administrative tasks to maximize time spent directly with clients - Identify community resources and services that can meet client needs at low or no cost - Partner with healthcare providers and insurers to align goals and coordinate care across settings

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2 Collaborate with others

Another key strategy to navigate limited resources and funding is to collaborate with others, such as your colleagues, supervisors, clients, and external partners. By working as a team, you can share your knowledge, skills, and experiences, and leverage each other's strengths and resources. You can also learn from each other's challenges and solutions, and provide feedback and support. Collaboration can also help you build trust and rapport with your clients, and involve them in the decision-making and planning process. Moreover, collaboration can help you establish and maintain partnerships with external agencies, such as community organizations, health providers, and funding sources, that can offer additional resources and referrals for your clients.

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Lisa Janyska MBA,BSN,RN,CCM

Vice President Utilization Management
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I agree but would take an even broader view point and ensure collaboration with payers, providers, and facilities. The term “case management” has a different meaning, goal, and outcome expectation to each of the above entities. So much of what is being managed is duplicative and not effective; especially to the patient. Communicating with all of the “case managers” and collaborating to understand the roles and responsibilities is key to utilizing resources efficiently and successfully and reducing case management overload as well as increasing visibility into patient needs and outcomes so everyone is moving in the same direction and ultimately reducing overlap, cost, and waste.

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3 Seek professional development

A third strategy to navigate limited resources and funding is to seek professional development opportunities, such as training, education, certification, and mentoring. By enhancing your knowledge and skills, you can improve your competence and confidence as a case manager, and stay updated on the latest trends and innovations in your field. You can also learn new techniques and tools that can help you optimize your workflow and productivity, and reduce errors and risks. Professional development can also help you expand your network and connections, and access more resources and opportunities for your career and your clients.

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4 Advocate for change

A fourth strategy to navigate limited resources and funding is to advocate for change, both at the individual and systemic level. As a case manager, you have a unique perspective and insight into the needs and challenges of your clients, and the gaps and barriers in the healthcare system. You can use your voice and influence to advocate for more resources and funding, better policies and practices, and more equitable and accessible care for your clients and your profession. You can also engage in research, evaluation, and quality improvement initiatives that can demonstrate the value and impact of your work, and inform decision-makers and stakeholders.

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5 Practice self-care

A fifth strategy to navigate limited resources and funding is to practice self-care, which is essential for your well-being and performance as a case manager. Working with limited resources and funding can be stressful, demanding, and exhausting, and can affect your physical, mental, and emotional health. You can practice self-care by setting healthy boundaries, managing your time and energy, seeking support and supervision, taking breaks and vacations, and engaging in activities that nourish and replenish you. By taking care of yourself, you can prevent burnout and compassion fatigue, and enhance your resilience and satisfaction as a case manager.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you navigate limited resources and funding in healthcare case management?

1

2

3

4

5

6

1 Identify your priorities

2 Collaborate with others

3 Seek professional development

4 Advocate for change

5 Practice self-care

6 Here’s what else to consider

Healthcare

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How can you navigate limited resources and funding in healthcare case management?

1

2

3

4

5

6

1 Identify your priorities

2 Collaborate with others

3 Seek professional development

4 Advocate for change

5 Practice self-care

6 Here’s what else to consider

Healthcare

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