CMSA'S Pulse eNewsletter
Special Announcement

CMSA has announced its legislative priorities for the coming year. These priorities have been carefully formulated by the CMSA Public Policy Committee, whose mission is to serve as the communication and educational resource for health policy issues related to the professional practice of case management. This includes helping legislators and policy makers to better understand the role case management plays in healthcare delivery and informing the membership about public policy matters relevant to case managers. This group of dedicated CMSA members has met over the past year to discuss current and future issues that affect the membership and will require monitoring in order to protect case managers, their patients and their patients’ families. In the fast-changing healthcare landscape, the CMSA Public Policy Committee has determined three main areas of focus.

Download the one-page sheets below for more information:


CMSA supports both state and federal legislation around telehealth and will work collaboratively with other disciplines to understand individual federal and state regulations and updated regulatory actions for healthcare systems and healthcare providers. DOWNLOAD

River CMSA is committed to being actively involved in ensuring mental health services are a critical component within the integrated case management model of care. DOWNLOAD
River CMSA is highly committed to workforce development initiatives. The initiatives focus on the case manager, along with the healthcare policies that support the case management role. DOWNLOAD

Stay tuned for more information and action you can take to help with these efforts. If you have a public policy issue for consideration, please contact


Complete the 2021 HIT Survey and be Eligible to Win a $100 Amazon Gift Card!

CMSA is currently sponsoring the 2021 Health Information Technology (IT) Survey, and we need your valuable insight.

The healthcare system as we know it today is undergoing rapid transformation. A major driver of change is the introduction of new health IT solutions that cover applications such as electronic health records, decision tools, patient engagement programs and care management software solutions.

The primary goal of this survey is to better understand how various health IT applications are impacting those that work in the field of medical management. This survey builds upon three earlier surveys starting in 2008. The results of this survey will be compared to the earlier survey results to help identify trends impacting the practice of case management, among other issues.

Thank you for participating in this important data-gathering effort!

Click here to begin (password to participate is: case management)


National Case Management Week is October 10-16, 2021. It’s a time to celebrate YOU, our field and the progress we have made together. This past year, case managers across all settings have been challenged to step up in ways we never imagined and bridged gaps we never thought we could, navigating the journey to health for patients and their families.

Kick off the celebration with some CM Week Swag or download the Promotion Guide to see how you and your company can recognize case managers during this important week!

Naylor Association Solutions
Improve Outcomes: Key Post-Acute Trends in 2022
Kindred Healthcare, Inc.®
Succeed in 2022 by knowing these 4 key healthcare trends and how post-acute care partnership can help improve outcomes.  As healthcare demands shift, due to demographic changes and the COVID-19 pandemic, post-acute care providers can support payers and providers in responding to needs in the New Year and beyond.
View Trends
Member Announcements
We are so glad to welcome you into the ranks of exceptional case managers of CMSA! Our members make a difference each day throughout the care continuum and recognize the value of quality content, courses and connection.
Jayme Ambrose, founder and chief executive officer of Adobe Care & Wellness, was named a 2021 Health Care Hero in the Innovator category by the Phoenix Business Journal. Under the direction of Ambrose, Adobe Care & Wellness is changing the model for health care delivery with its focus on technology coupled with personalized holistic care to identify and address social disparities that impact health. 

“I am honored and humbled to be named a Health Care Hero and recognized for our work,” states Ambrose. “The real honor is improving the lives of the people we care for and working with companies to roll out a more holistic approach to deliver that care.”
Traditionally homecoming is all about coming together, celebrating school spirit. For the Case Management Society of America, it is about celebrating and sharing the assets of being a CMSA Member. 

Do you know someone who should be part of CMSA like you? Refer a friend or colleague to be invited to join CMSA. Submit the contact information for every colleague you think would benefit from learning about CMSA. Each referral will enter you into a drawing for a $25 gift card at the end of the month.

Or maybe you know someone who was a member but has not yet rejoined? What better time to rejoin than during CMSA Homecoming month! Share the code CMSAHOCO21 to save them 10% off their national dues. This offer only applies to A and B memberships. 
Naylor Association Solutions
Naylor Association Solutions
Publication Portal

By Juliet B. Ugarte Hopkins, MD, CHCQM-PHYADV, FABQAURP
President, American College of Physician Advisors
Physician Advisor for Case Management, Utilization, and Clinical Documentation, ProHealth Care, Inc.

The American College of Physician Advisors (ACPA) has been in existence for seven years, but 2021 marks the first year of collaboration with the Case Management Society of America (CMSA). Formed in 2014, the ACPA is the only non-profit, physician-led organization supporting physician advisors, case management leaders and other hospital and health system directors across the country.

Over the past number of years, the ACPA has produced and hosted educational presentations in live and virtual formats, published articles, presented advisory papers and offered regulatory reviews for the benefit of many different roles involved in hospital case management. Physician advisors go by many different titles, but key to much of the role’s focus and success involves a dynamic and closely cultivated relationship with our case/utilization management teams. 

From concepts integral to optimizing transitions of care, to process improvement involving discharge planning, to identifying opportunities within the scope of appropriate utilization of hospital services, physician advisors depend on the insight provided by nurses and social workers involved in case management. Like them, physician advisors know there are endless projects to tackle and opportunities to uncover. Lessons learned along the way can help countless others in their own health systems and with this intent, ACPA looks forward to participating in future joint efforts with CMSA!

This October 18 – 20, ACPA is hosting their annual National Physician Advisor Conference (NPAC). “Multifaceted: Advising in An Unconventional World” will equip new and existing physician advisors, leaders in case management and clinical documentation integrity, revenue cycle professionals, c-suite leaders and others with novel approaches to navigate their unique healthcare systems during unprecedented times. Scheduled speakers include outstanding thought leaders and nationally recognized authorities involved in regulatory affairs and medical necessity screening procedures, including Dr. Mary McLaughlin-Davis, Senior Director of Care Management at Cleveland Clinic, Vice-Chair of the ACPA Advisory Board, and National CMSA president from 2016 – 2018.

Participants can earn up to 26 Commission for Case Manager Certification (CCMC) hours or AMA PRA Category 1 Credit™ hours while networking virtually with other leaders in the field through one-on-one meet-ups or interactive sessions such as Regional Networking Lunches via a state-of-the-art interactive platform. The event will include topic-based tracks including COVID-19, Pediatrics, and Professional Leadership; a mixture of 30-minute “Quick Hit” sessions and 60-minute plenaries with live chat Q&A with the speakers; and specialized, live presentations including an Observation Case Discussion Panel, a Jeopardy-style session, and an expert panel moderated by the incomparable Dr. Ronald Hirsch. 

Registration for NPAC 2021 – “Multifaceted: Advising in An Unconventional World” is now open.  For more information about the conference or ACPA, visit

Chapter Connection
September and October are filled with CMSA Chapter events from Annual Conferences to webinars on preparing for CM certification or Recognizing and Reponding to Domestic Abuse. These events are not only excellent ways to earn CEs, but also ways to connect with your fellow case managers, network and reach out for support. 

Has it been a while since you've connected with your local chapter? Visit the CMSA Find A Chapter page for website links and contact information. Perhaps it's time to volunteer your time and expertise by getting involved in chapter committees, programs or public policy. Get connected and stay connected.
Days are hectic, ICUs are full and caseloads are at an all-time high.

It's important to make time for yourself, but it's also tough to get away. So, take some time to visualize a roadtrip to your favorite destination and use the CMSA Chapter Roadtrip playlist on Spotify to help you get there.

Visualization techniques help to relax the body and calm the mind, and who doesn't want to escape now and then.
Calendar of Events
Sep 2021
Discuss common lifestyle diseases and how they impact people living with HIV plus tools that can be used to support PLWH as they age.
Oct 2021
From webinars to conferences, CMSA Chapters have a lot going on in October. Visit the CMSA Events calendar to learn more!
Oct 2021
October 10-16: A time to celebrate YOU, our field, and the progress we have made together.
Nov 2021
CMSA’s ICM program provides multiple strategies to engage clients, stratify risk, and develop care plans to mitigate risk and help clients achieve improved health and well-being.
Thank You


Aging with HIV Webinar

People living with HIV (PLWH) are living longer than ever before. Advances in antiretroviral therapy have helped to significantly increase the life expectancy of PLWH in recent years. The priorities of addressing the needs of PLWH have shifted from increasing their life expectancy to improving their quality of life.

So how can we support PLWH as they age?

In this webinar, we will discuss common lifestyle diseases and how they impact people living with HIV. We will also discuss tools that can be used to support PLWH as they age.

Presenter: Mable Taplin, RN, MSN

CE's:  1 Hr RN, CCM, and SW


Integrated Case Management (ICM) Training Program

CMSA’s ICM program provides multiple strategies to engage clients, stratify risk and develop care plans to mitigate risk and help clients achieve improved health and well-being. Our training includes review of “CMSA’s Integrated Case Management Manual: For Case Managers by Case Managers,” online learning sessions, self-study activities to prepare for Face to Face Training and using interactive practical application in a classroom setting. 

Allow 3-4 weeks to complete training:

18 Hours of Independent Study (Have completed prior to Face to Face Training)
12 Hours of Virtual Face to Face (Nov. 5-7)

30 CEUs:  Nursing, Social Work and CCM CE certificates at the completion of the program