• Examine physician relations

• Promote CM leadership

• Address emerging ethical issues

Facilitated work groups were used to address issues that had been identified.  It was the focus of the work groups to be visionary but practical and to formulate doable outcomes for the immediate future.

Committee participants supported action within the next 3 to 6 months on the following items:

• Consumer Friendly Definition and FAQs about successful case management will be crafted for the purpose of building awareness and achieving external recognition among business/industry and consumers.  This is a first step to future strategies that will support development of consumer expectations for case management.

• Data Mining of existing data about case management practices and work environment in leading organizations; some data exists to which access could be provided.  URAC agreed to participate; AMS, Inc. and Qualis Health agreed to provide resources for the analysis efforts.  Karen Chambers, CMSA President, agreed that CMSA/CCMA will share recent literature reciews and information about application of the Standards of Practice.

• Research Blueprint to serve as an organizing plan to promote and disseminate research that supports understanding of what case management is, how to do it well, what outcomes it produces, and its value in health care.  A task force with representatives from CCMA, the University of Arizona, CCMC Foundation, and Michigan State University met to begin, and a draft is in production.

• Cost and Quality Outcomes Metrics (CQOM) Return On Investment (ROI)  can be gathered and shared to promote consistency in statement of cost savings and other case management outcomes.  Three participants agreed to gather literature and existing tools as an initial step toward creation of a case management depository.

• Availability/Competency/Education (ACE) strategies will include definition of core competencies and means to enable case managers to reach them, such as training and outreach.  The ACCM Leadership Council will develop an initial plan of action to be discussed furthur.

• Case Management Leadership Coalition (CMLC) will be formed by participants in the Visioneering meeting to create a voice for leadership among the broadest spectrum of case management practice.  CMSA and ACCM will commit to continued leadership in the development of a virtual collaboration among the various case management stakeholders.  A second meeting will be held in 6 months;  HIAA issued an invitation to host the site.

Visioneering Case Management's Future was underwritten by the following organizations:  AMS,  Inc., Lorrain Auerbach, President, Deborah Smith, Executive Vice-President; CareManagement, Howard Mason, Publisher, Gary Wolfe, Editor-in-Chief; Continuous Learning, Gary Wolfe, President; Options Unlimited, Catherine Mullahy, President; PRIME, Inc., Kathleen Moreo and Anne Llewellyn, Principlals; The Case Manager/Mosby, Nathania Sawyer, Publisher, Catherine Mullahy, Editor; Case Management, Inc., Jeanne Boling, President, Cathy Crowell, Vice President.