Curriculum & Modules

The program consists of four modules, each covering an essential aspect of the care manager role. Those who complete all modules will receive a certificate to demonstrate course completion.

Each module features interactive lectures, video demonstrations, interviews with experts, reading assignments, and learning activities. Once you feel you have learned the material, you will take a short quiz to assess your learning before receiving the appropriate certificate. 

Learn more about each module and curriculum below.

Please note: this course is built on the principles and skills tested on the Certified Case Manager (CCM) exam, however, this is not a direct exam preparation course with practice questions.

Module 1:

The Business and History of Care Management

Discover the rich history of care management and how it has evolved to meet the changing needs of patients and communities. From its roots in advocacy and coordination to its role in today’s value-based, team-driven care, care managers continue to lead change, inspire trust, and improve health outcomes across the system.

Get ready to discover how care managers play a vital, empowering role in guiding patients through every step of their health journey, making a real difference in lives and communities every day.

In this section, you’ll get an introduction to the world of care management—a key part of today’s healthcare system. You’ll learn that a care manager is someone who helps patients not just during doctor visits, but throughout their entire health journey. Care managers support healthy lifestyles, encourage positive changes, and ensure patients receive the necessary care and resources. They often work as part of a team, utilizing the latest research and health data to help individuals and communities maintain their health.

You’ll also discover the differences between three important roles in healthcare: the care manager, the case manager, and the care coordinator.

Throughout this section, you’ll hear from real care managers, learn about professional standards, and see how these roles work in real-life situations. By the end, you’ll understand how care managers help patients and why their work is so important in healthcare today.

Dive in to see how care managers are at the heart of a rapidly evolving healthcare system—shaping better patient experiences, driving teamwork, and making a lasting impact on the health of individuals and communities.

Understanding care management in the United States means looking at how healthcare has evolved over time. Today's healthcare system has evolved through historical shifts, medical advancements, and legislative changes, making care management a crucial component in supporting patients. As care has become more complex, care managers play a vital role in guiding patients, coordinating services, and driving better health outcomes.

The goals of healthcare have also expanded, moving from simply improving patient experience and lowering costs to also supporting healthcare workers and addressing social factors that influence health. Care management draws from public health, data analysis, and an understanding of how social and environmental factors affect well-being. Recent reforms have encouraged more teamwork among healthcare providers, making the role of care managers even more important. By learning about these developments, you’ll see how care management connects to the bigger picture of healthcare and why it’s so important for the future of patient care.

Explore how the U.S. healthcare landscape is transforming—and how care managers are at the heart of that change. As the system shifts toward value-based care, care managers are helping patients thrive, fostering collaboration among providers, and ensuring care is more personalized, efficient, and effective. By understanding the unique environments and circumstances in which care is delivered, they’re able to address the whole person and tailor support that truly meets patients’ needs.

Healthcare in the United States is shifting toward a value-based approach, which prioritizes enhancing patient care and health outcomes while managing costs. This shift encourages healthcare providers to work together more closely to deliver better, more coordinated care. One important aspect of this change is the development of Accountable Care Organizations (ACOs), which are groups of healthcare providers that collaborate to improve care quality and reduce expenses for specific patient populations. Care managers often play a key role in these organizations by helping patients navigate the system and ensuring their care is well-coordinated.

New payment models, like value-based contracting, reward healthcare providers based on patient outcomes rather than the volume of services. Alongside this, programs aimed at improving primary care and patient-centered medical homes are helping to make healthcare more accessible and effective. Healthcare improvement goals have also evolved over time, expanding from focusing on patient experience, population health, and cost reduction to also including provider well-being and health equity. Overall, understanding these changes is essential for anyone entering the healthcare field, especially future care managers, who will play a central role in supporting patients and improving the healthcare system.

Care managers can inspire others and turn change into opportunity, driving better care, stronger teams, and healthier communities for everyone.

Change is a constant in healthcare, and effectively managing it is crucial to enhancing patient care and the overall system. Healthcare goals now focus on enhancing patient experiences, promoting healthier communities, controlling costs, supporting providers, and ensuring fairness in care. To achieve these goals, healthcare organizations must continually adapt and improve.

Care managers and practice facilitators play important roles in guiding these changes. They help teams adopt new practices, utilize data effectively, and collaborate to deliver better care. Understanding basic change theories and using clear communication and teamwork can make transitions smoother and more successful. By embracing change thoughtfully, healthcare professionals can create lasting improvements that benefit patients, providers, and the communities they serve.

Module 2:

Care Manager Priorities: The Nuts and Bolts of Care Management

Explore how care managers support patients through transitions in care, manage chronic and complex conditions, and address social determinants of health. Learn how teamwork, communication, and quality metrics reduce disparities and improve outcomes.

Learn about the wide variety of transitions that patients experience in today’s healthcare system and how the care managers ensure that these transitions are safe by employing teamwork, communication, and supportive strategies.

Transitions of care are crucial moments when patients move between different healthcare settings, providers, or levels of care, such as being discharged from a hospital, transferred between units, or referred to specialists. These transitions can be complex and, if not managed well, may lead to medical errors, care delays, or hospital readmissions.

Care managers are essential to making care transitions safe, smooth, and effective. They coordinate communication among healthcare teams, support patients and families, and ensure that follow-up care is timely and appropriate. Transitions of care programs highlight how consistent, personalized outreach can make a meaningful difference, especially for patients managing chronic conditions. Specialized areas like lactation care management further demonstrate the value of tailored support, emphasizing the need for coordination and continuity across every stage of the care journey. Overall, successful transitions of care depend on strong teamwork, clear communication, and ongoing support, all of which contribute to improved patient outcomes and the quality of healthcare delivery.

Discover how care managers make a real difference by guiding patients through the complexities of chronic illness, empowering them with knowledge, and helping them achieve better health and quality of life every day.

Managing complex and chronic health conditions poses significant challenges for patients and the healthcare system. Patients often struggle with multiple illnesses, complicated treatments, and various social and economic barriers. Care managers are essential in addressing these issues by coordinating care, empowering patients through health literacy, and teaching them self-management skills. Their role involves helping patients navigate the healthcare system, understand their conditions, and actively participate in their own well-being. This includes identifying reliable resources and understanding the unique challenges faced by rural populations. Ultimately, care managers strive to enhance health outcomes and improve the quality of life for individuals managing long-term health needs.

Understanding social determinants of health can help you break down barriers, reduce health disparities, and make a meaningful impact on the well-being of every patient you serve.

Social determinants of health refer to the non-medical factors, such as where people live, work, and learn, that profoundly influence their health and well-being. These include economic stability, education, community support, access to healthcare, and the surrounding environment. For example, people living in rural areas often face greater health challenges due to poverty, limited healthcare access, and fewer resources, which can lead to higher rates of chronic disease and mental health issues.

Healthcare systems are increasingly recognizing the importance of these social factors and are working to address them as part of patient care. Screening for social determinants helps providers identify barriers, such as food insecurity or a lack of transportation, allowing them to connect patients with the necessary resources and support. By addressing these broader social and structural issues, healthcare providers can help reduce health disparities and improve outcomes for all patients, especially those in underserved communities.

Care managers are at the heart of population health and value-based care, combining data-driven insight with compassionate support to improve outcomes for both individuals and populations. Their work helps healthcare teams meet quality goals while delivering more personalized, proactive, and equitable care.

Care managers are essential to the success of value-based care, blending compassion with strategy to support both individual patients and broader population health goals. By using risk stratification and impactability tools, they help identify those who would benefit most from personalized support, allowing for targeted, proactive care. Through strong relationships, thoughtful care coordination, and goal setting, care managers guide patients toward better health outcomes. At the same time, their work supports healthcare teams in meeting quality metrics tied to value-based contracts, making care more effective, equitable, and patient-centered across entire populations.

Module 3:

How Do We Deliver Care? Optimizing Person and Family-Centered Care

Discover how care managers drive meaningful change through person- and family-centered care, motivational interviewing, and team-based approaches. Learn how trauma-informed practices and integrated behavioral health improve outcomes and promote health equity.

Care managers use proven theories and motivational interviewing to empower patients, inspire lasting health changes, and transform lives through supportive, patient-centered care.

Care managers utilize concepts from Self-Determination Theory and Change Theory to guide patients through meaningful and lasting changes in their health behaviors. Self-Determination Theory emphasizes the importance of supporting a patient’s sense of autonomy, competence, and connection with others. By fostering these qualities, care managers help patients become more motivated from within, rather than relying on outside pressure or rewards. Additionally, the Change Theory, particularly the Transtheoretical Model, enables care managers to understand a patient's readiness to change and tailor their approach accordingly.

Motivational Interviewing is a practical technique that brings these theories to life. It is a patient-centered method that uses empathy, open-ended questions, and reflective listening to help patients explore their reasons for change and build confidence in their ability to succeed. Instead of telling patients what to do, care managers partner with them, encouraging self-reflection and supporting their choices. This approach not only enhances medication adherence and lifestyle habits but also yields better long-term health outcomes by empowering patients to take an active role in their care.

Explore how trauma-informed care empowers care managers to create safer, more equitable healthcare environments that help patients heal, improve outcomes, and advance health equity for all.

Trauma-informed care is an approach that recognizes the widespread impact of trauma on individuals’ health and well-being, shifting the question from “What’s wrong with you?” to “What happened to you?” This perspective is essential for care managers, who must understand not only the medical needs of their patients but also the life experiences that shape their health behaviors and outcomes. By integrating trauma-informed practices, care managers can create safer and more supportive environments that promote healing, enhance patient engagement, and improve long-term health outcomes. Health literacy plays a vital role in this process, as patients who understand their care are better equipped to participate in their recovery and make informed decisions.

Health equity is closely linked to trauma-informed care, as both aim to address disparities and ensure fair treatment for all patients. Historically marginalized groups often experience higher rates of trauma, including racism, poverty, and violence, which can lead to poorer health outcomes and mistrust of healthcare systems. Trauma-informed care provides a framework for advancing health equity by creating organizational and clinical practices that recognize and respond to these experiences, actively working to avoid re-traumatization and dismantle systemic barriers. Training programs, such as those offered by SAMHSA and CCSI, equip all healthcare team members, including non-clinical staff, with the knowledge and skills to recognize trauma, respond appropriately, and foster a culture of safety, trust, and empowerment. By embracing trauma-informed care, care managers and healthcare teams can help close health gaps and build a more equitable, compassionate healthcare system for everyone.

Unlock the power of teamwork in healthcare and discover how collaborative, team-based care leads to better outcomes, safer practices, and more satisfied patients and providers.

Team-based care is a collaborative approach in which healthcare professionals from various backgrounds work together to provide patient-centered care. This model relies on strong communication, coordination, and shared decision-making to ensure that patients receive comprehensive and effective treatment. By leveraging the unique expertise of each team member, team-based care enhances disease management, reduces complications, and improves patient satisfaction. It is especially valuable for managing chronic conditions, where a multidisciplinary approach is essential for addressing all aspects of a patient’s health.

Effective teamwork is supported by structured strategies such as those found in the TeamSTEPPS® framework, which emphasizes the importance of clear communication, situational awareness, and mutual support. Tools like SBAR (Situation-Background-Assessment-Recommendation), debriefs, and regular team huddles help teams share critical information, clarify roles, and address challenges proactively. These practices not only prevent errors and improve patient outcomes but also foster a positive and resilient team culture.

Challenges such as miscommunication, unclear responsibilities, and inconsistent documentation can disrupt care delivery and compromise patient safety. Addressing these barriers requires a commitment to open dialogue, conflict resolution, and shared accountability among team members. Encouraging patients to engage in their care by asking questions and understanding their treatment further supports the delivery of high-quality, personalized care. Overall, team-based care—when supported by effective communication tools and a culture of collaboration—leads to improved clinical outcomes, enhanced patient satisfaction, and a healthier work environment for healthcare providers. As healthcare continues to evolve toward value-based models, the ability to work effectively as a team will remain a cornerstone of quality care.

Care managers are key to integrating behavioral health into primary care, using models like Collaborative Care to support the whole person, mind, and body. This team-based approach leads to more coordinated care, stronger patient relationships, and improved health and well-being.

 Care managers play a pivotal role in delivering holistic, patient-centered care by addressing both physical and behavioral health needs. Integrating behavioral health support into care management ensures that emotional, psychological, and social factors are considered alongside medical treatment, leading to more complete and compassionate care. One best-practice example of this integration is the Collaborative Care Model, where care managers work closely with primary care providers and behavioral health specialists to create a unified, team-based approach. This model enhances communication, improves care coordination, and ensures timely interventions. By helping patients access the right support at the right time, care managers strengthen the overall care experience and contribute to better health outcomes and improved well-being.

Module 4:

Putting it All Together: How Lifelong Learning and Reflective Practice Makes us Better Care Managers

Advance your career and elevate your impact with national certification, strong ethical practice, and professional boundaries. Explore how reflective practice and self-care strengthen your skills and help you deliver compassionate, trustworthy support.

Discover how earning national certification can boost your expertise, open new career opportunities, and showcase your commitment to excellence in care management. Learn how mastering ethical principles and professional boundaries empowers you to provide compassionate, trustworthy care while protecting both your patients and your professional integrity in every situation. Discover how embracing reflective practice and prioritizing self-care can help you grow as a care manager, strengthen your skills, and deliver more compassionate, effective support to those who need it most.

National certification is a formal process that allows nurses and other healthcare professionals to demonstrate their expertise and proficiency in a specialized area of practice. Earning certification typically involves meeting specific educational and clinical requirements and passing an exam administered by a recognized credentialing body. This achievement not only validates advanced knowledge and skills but also shows a commitment to maintaining high standards of care within a chosen specialty.

For care managers, the National Academy of Certified Care Managers (NACCM) offers a widely recognized certification. Pursuing national certification is an important step in professional development, enabling individuals to establish credibility and advance in their careers. However, multiple certification options are available, depending on your specific job—whether you are working as a care manager, case manager, or social worker. Reviewing the eligibility criteria and various certifications can help you find the best fit for your career goals and area of practice.

Learn how mastering ethical principles and professional boundaries empowers you to provide compassionate, trustworthy care while protecting both your patients and your professional integrity in every situation.

Ethical considerations are fundamental to nursing and care management, guiding professionals in making decisions that ensure compassionate, fair, and respectful care for all patients. Nurses and care managers regularly encounter complex situations that require careful moral judgment, such as respecting patient autonomy, maintaining confidentiality, and balancing the need to provide life-saving interventions. Core ethical principles, such as beneficence, non-maleficence, justice, and respect for patient dignity, help professionals navigate these challenges and foster trust in the healthcare environment.

Professional organizations, such as the National Academy of Certified Care Managers, provide a Code of Ethics and Standards of Practice to support accountability, guide ethical decision-making, and offer a framework for resolving dilemmas. Maintaining clear professional boundaries is a crucial aspect of ethical practice, as it protects both clients and caregivers from conflicts of interest and emotional entanglement. This includes upholding boundaries in all interactions, including on social media, to ensure confidentiality, trust, and the integrity of professional relationships. By adhering to ethical standards and maintaining professional boundaries, care managers and nurses can deliver high-quality, trustworthy care while safeguarding both themselves and those they serve.

Discover how embracing reflective practice and prioritizing self-care can help you grow as a care manager, strengthen your skills, and deliver more compassionate, effective support to those who need it most.

Reflective practice is a continuous and intentional process in which care managers critically examine their experiences, decisions, and emotional responses to enhance their professional skills and improve patient care. This approach involves self-reflection, critical analysis, learning from both successes and challenges, and adapting practices to better meet the needs of patients and communities. Collaboration with colleagues and stakeholders is also key to fostering a culture of ongoing improvement. Engaging in reflective practice enables care managers to deepen their understanding of their roles, enhance their skills, and deliver more compassionate and effective care.

Care managers often face complex demands that require empathy, problem-solving, and dedication, which can impact their mental, emotional, and physical well-being. Therefore, self-care is essential, not as a luxury but as a necessary practice to maintain resilience and effectiveness. Prioritizing self-care helps prevent burnout, a state of exhaustion that can reduce a care manager's ability to provide quality care and strain personal and professional relationships. By balancing the demands of their role with intentional self-care, care managers can sustain their passion and continue supporting those who rely on their care.

Connect With Us

Questions about Center for Lifelong Learning courses or programs? Contact us.

EMAIL SONCLL@urmc.rochester.edu
PHONE (585) 275-0446
FAX (585) 273-1270

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