THE
Case Report
A Newsletter from the Case Management Society of America
IN THIS ISSUE 32 Your Vote Counts ROI Study 33 CMOY/AOSE Nominations 2003 Physician & Case Management Summit CM Week Supporters 34 On Board with CMSA’s Board of Directors 35 Jazzin’ It Up in Nashville ’04 36 Corporate Membership Program 37 Chapter Best Practices 38 Membership Statistics 39 www.cmsa.org 40 Corporate Spotlight 41-42 Chapter Calendar of Events & Contacts DO YOU HAVE A NEW ADDRESS, NAME, OR JOB? If you’re a CMSA member and have recently moved, changed jobs, or changed names, please immediately notify the national CMSA office of your changes. That way, we can keep your information current and up to date in our CMSA membership database. You may contact us at 501/225-2229 or email us at
[email protected]. Don’t forget to include your phone and fax numbers and email address.
Webicon To make it easier for our readers to find web addresses in The Case Report, we’re incorporating this helpful little “webicon” , an icon to help you quickly spot a web address you need. Look for it listed along with the web address at the bottom of articles with related websites.
NOVEMBERDECEMBER2003
CMSA PRESIDENT 2003-2004 Anne Llewellyn, RNC, BHSA, CCM, CRRN, CEAC Spread the Word About Your Professional Organization
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s I visit various cities around the country and meet case managers, it never ceases to amaze me how many do not know about CMSA. We are the largest professional organization dedicated to professionals who specialize in the practice of case management, but our current membership represents only a small percentage of those currently in the field.
people that I have had the privilege to meet in this dynamic organization. Over the years, they have empowered me to grow professionally and personally. Today, I have friends across the country on whom I can count to provide advice, guidance, and support.
I also looked forward to my chapter’s monthly meetings, but over time, I knew that I wanted to be more than just a member. Through the organization’s leadership ladder, I was able to learn about the opportunities that existed and become active on my local board. Taking on this responsibility allowed me to better understand the complex internal workings of the association and the business aspects of running a small organization. I encourage you to become involved at your local CMSA was founded in 1990 by a diverse group level. It’s a chance to learn about organizational of case managers who had a vision for creating a professional organization to provide a venue where management and to work with talented, dedicated CMs could grow professionally and be recognized professionals. Getting involved does take time and dedication, but the rewards of working together for their contribution to the healthcare system. We knew that to have a voice in healthcare, it was with local leaders is an experience you won’t regret. Being involved allowed me to learn about necessary to build a framework where, despite the various levels of the organization from local practice setting, there was a common thread for CMs that enhanced their practice. CMSA continues to national, and over the years I have held various positions and gained valuable experience at each level. to strive to meet the needs of its members and improve their practices 13 years later. Today, we have Standards of Practice, to which all CMs I recall as a new case manager, I found adhere; an Ethical Statement providing a basis CMSA to be a resource that allowed me for our practice; the Council for Case Management to better understand the important role Accountability, whose mission is to provide a solid that I played as a member of the method of valid reporting outcomes accepted care coordination team. industry-wide to validate one’s practice; a wide array of educational opportunities; a National Volunteering is hard work, but the payoffs are Conference that is second to none; WebED with immeasurable. The only way that you can underCE availability 24/7; a resource-rich website; stand the benefits is to become involved. Case and a host of other benefits. managers are naturally inquisitive people. We want to know how and why something works. In order CMSA’s success and strength lie in its structure as a member-driven society. As the largest not-for- to learn and fully appreciate the scope of CMSA, I encourage you to take time to learn about your profit professional organization, we have over local chapter, as well as the national organization. 70 affiliated and prospective chapters in a tiered Learn the history, mission, and goals of the organidemocratic structure. The local chapters are the base of our organization providing a venue where zation, and the strategic plan that the current Board of Directors is following. professionals can come together to share and grow. To illustrate this, I recall as a new case Take a few minutes and visit the CMSA website. manager I found CMSA to be a resource that The site reflects our current practice and offers allowed me to better understand the important role that I played as a member of the care coordi- both members and non-members a venue to nation team. Through my local chapter, the South keep up-to-date on trends and issues pertinent to Florida Case Management Network, I found mentors practice. You’ll gain insight into the vast array of member benefits that are offered, plus you can visit and a vast array of people who came together to network, learn, and have fun. As I look back over the Canopy Central Portal (click on “Practice the years of my membership in CMSA, the number- Resources”) and read clips about significant one reason why I stayed involved was due to the TCM 31
Spread the Word About Your Professional Organization events and trends that affect your practice. If you don’t have web access, feel free to call the National Office and speak to Member Services. They’ll send you information about CMSA, contacts for your local chapters, dates and times of meetings, and the National Conference to be held June 15-19, 2004, in Nashville, TN. We’re able to provide these services to you due to a team of individuals, led by Jeanne Boling, the Executive Director of CMSA. With executive offices in Little Rock, AR., Jeanne provides a stable structure that each President relies upon coming into office. As a healthcare professional and a case manager herself, Jeanne has a unique perspective of the practice. Working with her is a seasoned staff dedicated to making sure CMSA is run efficiently and effectively. As a result of this leadership, membership has grown and benefits have been added, yet national dues haven’t increased. In times when other organizations are seeing memberships shrink and annual conferences downsize, CMSA is growing. This is due to the collaborative leadership in place on both the grassroots level and the National level. If you’re ever in Little Rock, make sure you put CMSA on your list of stops. You’ll be amazed at the warm welcome you’ll receive and the level of professionalism that our National Office will offer. If you’re an active member, I invite you to contact me at
[email protected] and let me know how you’ve benefited from belonging to this dynamic organization. If you agree, I’d like to post your testimonials in the next edition of The Case Manager. I also encourage you to spread the word about CMSA to your colleagues and leadership in your organization. Invite them to attend a local meeting or the National Conference. Be an ambassador of YOUR organization so others can learn about the benefits of belonging to CMSA. If you’ve not experienced CMSA, attend a chapter meeting, check out the website, or call the National office to learn about CMSA benefits. You’ll find that belonging to CMSA will open doors and provide opportunities that will enhance your career, provide you with tools to improve your practice, equip you to be a leader, and help you make certain that each patient receives safe, quality, cost-effective healthcare. In closing, as we enter into the holiday season, I, along with all of CMSA’s National Board members, wish you and your family a happy and healthy holiday season. www.cmsa.org
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YOUR VOTE COUNTS
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ur history shows that less than 25 percent of CMSA’s 7,800 members decide who will lead 100 percent of the case management industry - Will you help us increase that number at election time in March 2004? CMSA’s voting history for the past five years for national board elections is illustrated in the table below. Please note that this rate has consistently been low. This means that less than one-fourth of our membership decides who will lead your professional association and represent you to the case management industry.
CMSA Membership Voting Response History on National Board Elections Year Percent Response Rate
1999
2000
2001
2002
2003
23.0%
24.9%
19.9%
21.0%
23.4%
According to the Merriam-Webster dictionary, a vote is defined as “a usually formal expression of opinion … in response to a proposed decision, especially, one given as an indication of approval or disapproval of a proposal, motion, or candidate for office.” A synonym for vote is suffrage. Suffrage is defined as “the right, privilege, or power of expressing one’s choice or wish (as in an election or in the determination of policy).” Let’s consider this part of the definition for vote, a “formal expression of opinion.” Have you ever known a case manager who did not have an opinion? Probably not, so why is our response rate so low? I can understand that some people can’t make the time commitment to run for office or serve on a task force, but who doesn’t have the time to complete a ballot? Our statistics show that 75 percent of CMSA’s members don’t take 10 minutes once a year to complete a ballot and fax or mail it to CMSA National. I am writing this article on September 11, 2003. As this day brings back so many memories of what has taken place over the past two years, I think of the price our country has paid and is paying for freedom. The definition of suffrage, “the right, privilege, or power of expressing one’s choice or wish” is something we many times take for granted. It amazes me that we fight so hard for a right that we then don’t exercise. CMSA is the leading not-for-profit association for case management. As a member of this association, you have a right to participate in the election of the CMSA Board of Directors. I would challenge each of you to find those 10 minutes this year to complete and return your ballot. My goal is to have 100 percent participation from our membership. In February, CMSA members will receive a ballot and nomination brochure lining out the 2004-2005 slate of officers and directors. Won’t you take 10 minutes to exercise your right as a CMSA member, fill out the ballot, and drop it in the mail by the deadline in March? PLEASE VOTE IN 2004! Karen Chambers, RN, CCM, CDMS 2002-03 CMSA President; 2003-04 Nominations Task Force Chair
CMLC SEEKS COMPANIES FOR LANDMARK CASE MANAGEMENT ROI STUDY ollowing up on their very successful initial survey of HIAA members, Deborah Smith (Executive VP, AMS, Inc.) and C. Taney Hamill (Sr. VP, HIAA) are seeking participation of CMLC members and others to broaden the break-though database on case management return on investment (ROI). The landmark results of the HIAA member study are slated for presentation at the November HIAA/AAHP conference in Las Vegas (see http://www.hiaa.org for information on attending). Information captured from substantial payer organizations includes detailed descriptions of the best practices in case management value determination, including: variables influencing ROI; definition of “hard” and “soft” savings; categories of cost savings applied to ROI; deductions and exclusions from the ROI calculation; and actual ROI calculation formulas.
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Now, case manager owners and program directors/managers are needed to complete the second round survey that seeks to describe case management ROI practices across a broader base of participants. The confidential questionnaire takes only 20-30 minutes to complete, but does require a thorough knowledge of case management program operations and financial analysis. Results will be presented at CMSA’s 2004 annual conference in Nashville. If enough companies and programs participate, comparisons of ROI methods will be made between settings of various size and complexity. To participate, case manager owners and program directors/managers should contact Deb Smith at
[email protected]. www.hiaa.org
NOMINATE A DESERVING CASE MANAGER FOR THE 2004 CMOY OR AOSE AWARD Postmark Deadline 2/14/04
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ith so many talented case managers in practice today, we realize it may be difficult to narrow your choices for CMSA’s Case Manager of the Year Award (CMOY) and Award of Service Excellence (AOSE)! However, we’re sure that you know a CMSA member whose quality and performance is one-of-a-kind in the field of case management. So, please tell us about him or her!
Simply complete your CMOY or AOSE Nomination Form and return to the CMSA National Office. All applications must be postmarked by Midnight, February 14, 2004. You may also fax your entries to CMSA at 501/221-9068. Nomination Forms and criteria are available at CMSA’s website or by contacting Rhonda Harris at
[email protected] or 501/225-2229 ext. 53. The CMOY award honors an individual who is considered exemplary in the field of case management.
2003 CMOY & AOSE Recipients The AOSE award recognizes a grassroots case manager who brings greatness to the industry through his/her day-to-day CM practice. Don’t miss this opportunity to recognize your peers for their achievements. Connie Commander, CMOY Hurry, February 14, 2004, is just around the corner! & Liz Zemke, AOSE www.cmsa.org/Professional/Awards/
2003 Physician & Case Management Summit CMSA Publishes Consensus Paper xploring Best Practices in Physician & Case Management Collaboration to Improve Patient Care has been completed and is being disseminated to physicians and case managers nationwide. Written by Kathleen Moreo, RN, Cm, BSN, BHSA, CCM, CDMS, CEAC, with support from David Nash, MD, MBA, FACP, the paper was co-sponsored by CMSA and Professional Resources in Management Education, Inc. (PRIME).
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The consensus paper was the result of the Physician Case Management Summit, held April 4, 2003, and attended by 20 medical directors and directors of case management from leading health care organizations across the nation. The Physician Case Manager expert panelists were asked to submit case studies which would illustrate a benchmark for physician case manager collaboration for reference by the group. The paper and case studies are available on the CMSA website for your reference and downloading. www.cmsa.org/Professional/Collaboration/
Thanks to These Supporters of National Case Management Week 2003 AADEP – American Academy of Disability Evaluating Physicians AAMCN – American Association of Managed Care Nurses AAOHN – American Association of Occupational Health Nurses ACCM – Academy of Certified Case Managers ACMA – American Case Management Association ANCC – American Nurses Credentialing Center ARN – Association of Rehabilitation Nurses CCM – The Center for Case Management CCMC – Commission for Case Manager Certification CDMS – Certification of Disability Management Specialists
CRCC – Commission on Rehabilitation Counselor Certification IALCP – International Academy of Life Care Planners IARP – International Association of Rehabilitation Professionals NACCM – National Academy of Certified Care Managers NASW – National Association of Social Workers Office of the Navy Surgeon General – Department of Navy - Bureau of Medicine and Surgery URAC – Utilization Review & Accreditation Commission www.cmsa.org/CMWEEK/
Plan NOW for CM Week 2004 – October 10 - 16 TCM 33
GET ON BOARD WITH THE CMSA BOARD OF DIRECTORS
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an Antonio was THE meeting place in June for CMSA’s National 2002-2003 Board Meetings and the Industry Council Meeting. As you peruse the topics addressed, we hope you find some of personal interest that will benefit your CM practice. Or perhaps you’ll be intrigued by the subject matter and will be encouraged to vote in 2004, to join a task force, to nominate someone for AOSE or CMOY, to run for a board position, or to get involved in some other way! Strategic Priorities The three strategic priorities for focus in 2003-2004 are: 1. Creating innovative educational resources for case managers 2. Defining and measuring case management outcomes 3. Reaching out to consumers, employers, and physicians CCMA - The Expert Panel will focus its attention on developing national measurement tools for case management outcomes. The Case Manager - The Case Manager will continue to be CMSA’s official publication. All members are invited to submit articles to Editor, Cathy Mullahy at
[email protected]. Public Relations - A media kit has been developed for National Case Management Week and is available to the press by contacting the national office at
[email protected]. Management Services - The Board voted to accept the proposal put forward by CMI for continued management services.
Confidentiality Policies, Current Policies, & Conflict of Interest issues for the National Board of Directors were reviewed and forms completed. Report of Chapter Presidents’ Council - Board member follow-up activity is recommended for chapters needing further assistance. SIGs - Development of a program to migrate special interest groups into Communities of Practice to better serve SIG members is underway for consideration by the Board in 2004. Conference Report was given. CMSA’s Annual Conference attendance has grown from 1,100 in 1995 to 2,015 in 2003. Exhibiting companies have grown from 170 in 1995 to 296 in 2003. All are encouraged to recommend speakers and topics for consideration for Nashville 2004. CMSA’s WebED will have 42 programs up for membership and nonmember access as of August 2003. Case Management Society International CMS-UK will host its Annual Meeting in October, 2004, in Oxford, England. CMS-Australia will host its Annual Meeting in February 2004 in Melbourne, Australia. Special Recognitions: Susan Rogers for contribution of a WebED presentation, Cathy Mullahy as Editor of The Case Manager, and Karen Chambers for contribution of the updated Standards of Practice presentation.
RECOMMENDATIONS OF THE CMSA INDUSTRY COUNCIL MEETING 2003: • Collect and report case management outcome data • Share improved impact/outcomes • Begin to develop best practices • Look for small improvements in practices and processes • Be aware that financial incentives can adversely affect case managers • Always ask, “How can we do this better?” • Involve physicians and others in the CM process • Information/belief/perception change outcomes Meeting Attendees: Jeanne Boling MSN, CRRN, CDMS, CCM CMSA Executive Director Joan Bowman RN, MPA, CCM Michigan State University College of Nursing
Linda Brown Office of the Navy Surgeon General Bureau of Medicine and Surgery Garry Carneal, Esq. URAC, Executive Dir. / CEO Karen Chambers RN, CCM, CDMS CMSA Immediate Past President Dr. Robert Freeman BS, MS, PhD Senior Director, Public Policy AstraZeneca Susan Gilpin BA, JD Commission for Case Manager Certification Kafi Hunt Director Customer Outreach, NCQA Julie K. Johnson Asst. VP/Medical Services Operations Liberty Mutual Insurance Company
Jerry Kerbo Benefits Manager, TXU Anne Llewellyn RNC, BHSA, CCM, CRRN, CEAC CMSA President Sandra Lowery RN, BSN, CRRN, CCM ’02-’03 Industry Council Task Force Cindy Mason RN, MBA Sr. Research Analyst, CMS/Office of Research, Development & Information Maureen Potter Exec. Director Joint Commission on Accreditation of Healthcare Organizations JCAHO / Disease Specific Care Certification Michael Rogers Director, Strategic Marketing Ortho Biotech
Josie Williams Director, Institute of Healthcare Evaluation Quality & Patient Safety Initiatives (QPSI) The Texas A&M University Health Science Center Vision and Goals of the Industry Council • Stimulate discussion among leading health care organizations to promote common awareness of industry trends • Build and strengthen strategic relationships between CMSA, industry leaders and their organizations • Encourage collaboration between leading health care providers and national health care organizations • Lead the health management industry in working together to ensure quality cost effective health care
Happy Holidays from your CMSA staff Top Row: Alvina Makogonova; Sharron Clements; Donna Hambuchen; Robert Pruss; Kent Boling; Randall Van Den Berghe; Charlie Boling; Middle Row: Danielle Marshall; Michele Lee; Michelle McKinley; Tena Bolin; Mary Beth Pruss; Jessica Bartnik; Rosanne “Rox” Johnson; Front Row: Rhonda Harris; Cheryl Wills; Janell Sims; Jessica Flanagan; Cathy Crowell; Ted Howard; Lisa Wilder; Jeanne Boling; Carol Black. Not Shown: Spring Parish TCM 34
Jazzin’ It Up–Nashville 2004
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AZZ IMPACT - Creativity, Teamwork, and Jazz – Thursday, June 16, 2004
There’s something for everyone at Nashville 2004! You’ll be treated to JAZZ IMPACT, a world-class professional jazz ensemble, where you’ll earn CEs (1.5 [60 min]) and be entertained! The group will conduct an exciting 90-minute motivational seminar led by Michael Gold, Jazz Impact's founder (and bassist), followed by an evening of jazz. The lively presentation combines a compelling performance, practical insights into organizational dynamics, and hands-on interaction to improve your response to change. Jazz Impact aims to communicate not just ideas, but passion, which fits right into CMSA’s 2004 theme, “Passion, Power, & Promise” of Case Management. As evidence of their commitment to CMSA and case management, the following sponsors are pleased to host this event — in celebration of their respective company’s 10th Year Anniversary — Case Management, Inc. (CMI) and Professional Resources in Management Education (PRIME) and in celebration of her soon-to-be-released Case Manager’s Handbook 3rd Edition, author Catherine Mullahy. Jazz as a metaphor for healthcare? It’s not such a stretch according to musician and motivator, Michael Gold.
Keynote Speakers Renew PASSION, Enhance POWER, & Inspire PROMISE Drs. Christine Dumas and Kevin Soden – Thursday, June 17 Improving American Health Through Case Management
Peg Neuhauser, M.A. – Friday, June 18 Orchestrating Healthcare Teams: The Case Manager as Leader
National Medical Correspondents for MSNBC and The TODAY Show, and authors of the recently published book, SPECIAL TREATMENT: How to Get the Same High-Quality Health Care Your Doctor Gets – Drs. Dumas and Soden will focus on how to navigate the healthcare system, especially in the era of managed care and its accompanying frustrations, and offer strategies on how to improve communications in the healthcare team.
Author of several bestselling books, the most recent being Culture.com: Building Corporate Culture in the Connected Workplace, Peg Neuhauser is a world expert in communication, conflict management, and organizational culture Don’t miss this informative and entertaining main session on increasing collaboration in health care teams, improving relationships among work colleagues, and strengthening your CM skills.
Gregory Lester, PhD – Saturday, June 19 How to Find the Differences that Make the Difference Witty, charming, focused, and entertaining, this clinical and consulting psychologist uses his background in the performing arts to create a completely unique approach which promises to unlock your creativity in dealing with people and in providing new, creative, and powerful options for achieving positive results. As one health care attorney put it, “Your speech was … not only informative but quite entertaining. Have you thought of being a comedian?”
Fun in Nashville During Conference Week Looking for extra fun and excitement around town when you attend Nashville 2004? Here are two special Nashville events to enjoy during Conference week: TPAC Broadway Series presents “Jesus Christ Superstar” Downtown Performing Arts - Tues., June 15-Sun., June 20, 2004 Andrew Lloyd Webber and Tim Rice’s rock opera about the seven days leading up to the crucifixion of Jesus. CONTACT: TPAC, 505 Deaderick Street, Nashville, TN, 615-255-9600 Red Grooms: Selections from the Graphic Work Downtown Art Exhibits - Fri., June 4-Sun., Sept. 5, 2004. Nashville-born artist’s engaging repertory of colorful character types, funky urban scenery, witty autobiographical narratives, and heroes from the realms of art and history. CONTACT: Frist Center for the Visual Arts, 919 Broadway, Nashville, TN, 615-244-3340 www.cmsa.org/Conference
Come to Our Karaoke Dance Party Wednesday, June 16, 2004
If you’ve ever felt like an “unsung” case management hero, here’s your chance to shine as you sing and dance the night away at the Black Diamond Karaoke Dance Party. Join the super-charged networking that takes place as the National CMSA Board, Past Presidents, and Chapter Leaders welcome conference attendees to a fun-filled evening! So bone up on “Feelings,” shine your dancin’ shoes, and we’ll see (& hear) you there! Cash bar available.
Get Your Brochure in JAN. 2004
TCM 35
The New CMSA Corporate Membership Program
I
n today’s fluctuating healthcare climate, it’s good to rethink your business plan and to respond to its changing demands. Originally launched in 1990, CMSA’s Corporate Membership Program was designed to provide an essential avenue for various providers in the CM industry to supply case managers with needed resources and education.
The industry has evolved – those entering into the field of CM have multiplied – the need for CMs to receive updated information has become increasingly important – and the way companies provide this information is constantly changing. In anticipation of these evolving trends, CMSA recently updated its Corporate Membership Program. CMSA’s NEW Corporate Membership Program offers national visibility, inter-related educational discounts, flexibility, and much more! Take a moment to review the benefit summary below and learn more about maximizing your company’s reach to case managers! Please take the time to visit the corporate section of cmsa.org and recognize the companies that support you! This benefit summary and corporate application are also available for download at www.cmsa.org/Membership/Corporate/CorporateBenefits.aspx. Kent Boling • 501.225.2229 ext. 39 •
[email protected]
BENEFIT
PATRON $10,000
FOUNDING $5,000
SUSTAINING $3,000
SUPPORTING $2,000
National Recognition
Exclusive recognition on CMSA.ORG (over 360,000 hits per year), at national conference, and in The Case Manager
Exhibit Space Discount
$2,300
$1,000
$500
$250
4 full-conference Registrations ($1,900 Value)
3 full-conference Registrations ($1,425 Value)
2 full-conference Registrations ($950 Value)
1 full-conference Registration ($475 Value)
3 full-benefit individual memberships ($450 Value)
3 full-benefit individual memberships ($450 Value)
2 full-benefit individual memberships ($300 Value)
1 full-benefit individual membership ($150 Value)
Unlimited use ($9,750 Value)
Unlimited use ($9,750 Value)
Three-Time Use ($5,850 Value)
One-Time Use ($1,950 Value)
Conference Registration Allowable use by corporate member employees or clients
Recognition on WWW.CMSA.ORG (over 360,000 hits per year), at national conference, and in The Case Manager
Individual Membership Allowable use by corporate member employees or clients
CMSA Membership Licensed Mailing List (Over 7,800 national names per use) Educational In-Service Promotion on cmsa.org Symposium Discount
Receive national visibility for companies offering educational in-service programs. $1,000
$500
$300
$200
Must be symposium sponsor
$1,000
$500
$300
$200
CM Resource Path Discount
$1,000
$750
$500
$250
Pending symposia availability
WebED Discount
Other Benefits for All Levels of Corporate Membership TCM 36
1. CMSA Corporate Members receive early notification to reserve a booth for ORLANDO 2005 conference prior to arriving at 2004 conference. 2. Exhibiting Corporate Members receive a complete post-conference attendee mail list.
The Best of Chapter Best Practice Report from San Antonio 2003
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MSA chapter leaders from around the country gathered at CMSA’s Annual Conference for a series of roundtable discussions designed to highlight Chapter Best Practices. Nearly 60 participants representing CMSA’s 70 affiliate chapters met to compile chapter best practices in several different areas. Below are highlights of their discussion topics. For more information about Chapter Best Practices Roundtables and the meeting scheduled for 2004, contact Michele Lee at
[email protected], or contact the CMSA Chapter Services department at
(501) 225-2229, ext. 20.
Ideas & Issues
Obstacles
Solutions
1. Educational Programming – How can CMSA chapters serve the needs of their members?
Most chapters serve a very diverse network of case managers in a variety of practice settings. Sometimes programming focuses too narrowly in one or more areas, excluding CMs in other key work settings
• Survey members to determine the demographic make-up of the membership and plan meetings accordingly • Publish and promote the educational schedule, allowing members to view the various offerings available to the membership • If the chapter is large enough to support concurrent programs, offer multiple educational sessions simultaneously.
2. Member Recruitment and Retention – What should we do when there are too many vendors at our meetings?
CMSA membership allows for both “A” (case manager members) as well as “B” (Associate members). Although vendors are not practicing case managers, they recognize the value of networking with CMSA’s membership.
• Category “B” members can bring a wealth of resources to the chapter. Don’t neglect to invite all vendor participants to join CMSA. • Since vendors market their products and services, they visit other businesses – some of which may employ case managers. Ask vendors to pass out CMSA membership materials wherever they go.
3. Leadership Recruitment and Transitions – How do we find new leaders and ensure they are equipped for leadership?
In a down economy, jobs are changing rapidly, and employers are less likely to support volunteer efforts. Our personal lives are busier than ever and, despite our interest in supporting our professional association, it’s just hard to find the time.
• Utilize three-year terms (mirror the national board) to better prepare chapter presidents for leadership. • Facilitate ease of chapter operation by maintaining and providing incoming leadership with an organized policy and procedures and orientation manual. • Email communication and progress reports between meetings help accomplish tasks • Involve new members as quickly as possible to provide a continuous leadership learning ladder.
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CMSA MEMBERSHIP STATISTICS CURRENT
AS OF
SEPTEMBER 2003 CMSA Member Areas of Expertise
CMSA Member Salary Range
CMSA Member Caseloads
CMSA Member Work Settings
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WHAT’S HAPPENING @
WWW . CMSA . ORG
CEs at Your Convenience 42 SESSIONS NOW AVAILABLE • 6 FREE Sponsored Sessions • 4 Level II Sessions: $5 Member; $7.50 Non-Member • 32 Level III Sessions: $10 Member: $15 Non-Member “This site is easy to access from work or home to help meet requirements for CEs for CCM re-certification. The content was valuable because I work with patients who have chronic pain issues.” - C.P. “This is a time-efficient way to obtain CM credits to maintain certification. It offers a wide range of topics that are appropriate to CM.” - C.R. “This site is so convenient. I can do CEs at home or work. It is great.” - W.W. “This … is very user friendly and is real-time! Technical content is very appropriate to the case manager’s role.” - J.V. Visit WebED today and give this easy-to-access education program a try.
www.cmsa.org/education/WebED/ WebED is made possible by support from Abbott Laboratories, AstraZeneca LP, Genentech/Novartis, Ortho Biotech, and Purdue Pharma L.P.
CMSA Members Get Discount on Essentials of Case Management
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ools, Techniques, Principles & Practices in Case Management, a 17-hour CE course, is available on CMSA’s website through Professional Resources in Management Education (PRIME, Inc.). This course will assist healthcare professionals who are new to the industry; those exploring more efficient models of delivery across the care continuum; those searching for effective case management tools, techniques, and best practices; and those looking for case management certification and/or accreditation. CMSA members and non-members may take the course. Members receive a CMSA discount.
www.cmsa.org/Education/InstituteForLearning/
AVAILABLE NOW! CD-ROM of San Antonio 2003 Session Proceedings For this or audio CDs, contact CMSA National at
501/225-2229 or download an order form on our website.
www.cmsa.org/Conference
TCM 39
CORPORATE
SPOT
ADVANCE Newsmagazine
(800)355-1088 www.advanceweb.com ADVANCE for Providers of Post-Acute Care recognizes the crucial role of case managers across the post-acute care continuum. Every issue offers business and clinical information to help case managers meet the complex needs of their jobs. We now also offer continuing education opportunities in every issue. ADVANCE is proud to be a corporate member of CMSA.
Advanced Respiratory (800)426-4224 www.thevest.com The Vest™ airway clearance system by Advanced Respiratory, is gaining widespread acceptance as the standard of care in airway clearance. This portable device uses high-frequency chest wall oscillation to loosen, thin, and mobilize mucus. Vest users experience improved pulmonary function, fewer hospitalizations, and greater independence and compliance. The Vest has been prescribed by more than 5,000 physicians for 350 different diseases and conditions, has been used by over 30,000 patients, and has been reimbursed by more than 1,100 insurance companies. Advanced Respiratory works cooperatively with patients, health care professionals, and insurance companies “so everyone can breathe a little easier.”®
Gentiva Health Services (888)GENTIVA (496-8482) www.gentiva.com At Gentiva Health Services, we are proud of our more than 30-year history of clinical excellence and expertise in home health care. With national coverage and resources, as well as local involvement, we are committed to setting the industry standard for quality care, service delivery and personal devotion to our clients. Our proprietary LifeSmartSM Care Protocols are best-practice guidelines used to address disease- and condition-specific medical issues of each patient. Used consistently by our skilled and paraprofessional caregivers, these protocols allow for predictable outcomes and higher patient satisfaction. Specialty Programs: Gentiva Rehab Without Walls® provides comprehensive neurorehabilitation in the client’s natural environment. The treatment and the treatment plan are functional, durable and cost effective. Gentiva Orthopedic Services specializes in home-based physical therapy for patients who have had orthopedic surgery, such as bone or joint replacement.
LifeCare Management Services (888)735-4933 www.lifecare-hospitals.com LifeCare Hospitals, located in 20 locations across the country, are complex care facilities caring for the “sickest of the sick”. Specializing in vent weaning, wound management and other complicated treatment programs, LifeCare Hospitals provide critical care including therapy services resulting in improved patient outcomes. For more information contact LifeCare at (888)735-4933 or visit our website at www.lifecare-hospitals.com. TCM 40
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Founding Members ADVANCE Newsmagazines Advanced Respiratory, Inc. Aventis Pharmaceuticals Canopy Systems Datachem Software, Inc. Disetronic Medical Systems, Inc. Genentech, Inc. Gentiva Health Services Genzyme Corporation Hill-Rom Company, Inc. LifeCare Management Services Medicom International, Inc. MedImmune, Inc. Medtronic MiniMed, Inc. National Jewish Medical & Research Center Northwestern University Affiliated Transplant Center United Resource Networks Vertis Neuroscience
Sustaining Members Advance PCS Berlex Laboratories Caremark, Inc. Centocor, Inc. Cyberonics, Inc. First Health INAMED Health MEDecision Medgate, Inc. Medtronic Neurological Ortho Biotech, Inc. Sanofi Synthelabo The Purdue Frederick Company Timber Ridge Group, Inc. Supporting Members Arcadia Health Care Baptist Health South Florida CaseManager.net, Inc. Chiron Corporation EBI, LP (A Biomet Company) HCR Manor Care MedGuard, LLC Medpointe Pharmaceuticals Newton-Wellesley Hospital Orthofix, Inc. OrthoLogic Corp. OrthoRehab, Inc. PMSI Prometheus Laboratories, Inc. Scios, Inc. Smith & Nephew Orthopedic University of Pennsylvania Health System University of Southern Indiana
CMSA ALABAMA
Birmingham, AL 3rd Wed each month – Lunch and Learn, 11:30a-1:00p, Bruno Conf Ctr, St. Vincent’s Med Ctr. Info: 205-313-3990 (RSVP’s) or Amy Sanders, 205-220-4680,
[email protected] Huntsville, AL 3rd Thurs each month - Educ. Lunch, 11:30a-1:00p, Huntsville Public Library Info: Vickie Bridges, 256-726-9114 ARIZONA Phoenix, AZ www.cmsacac.org Quarterly Mtgs – Apr, Jun, Sept and Dec Info: Laura Bachrach, 480-491-3040,
[email protected] ARKANSAS Fayetteville, AR 3rd Tues every other month - Educ. Lunch, 11:30a-1:00p, Jones Center, Springdale Info: Paulette Mar, 479-527-2327,
[email protected] Jonesboro, AR (extension of Little Rock, AR Chapter) Info: Michele Legrid, 870-974-5719,
[email protected] Little Rock, AR 3rd Tues each month - Educ. Mtg, 11:30a-1:00p, St. Vincent’s Infirmary, St. Vincent DePaul Rm Info: Emma Metcalf, 501-257-5400,
[email protected] CALIFORNIA Fresno, CA Quarterly Educ. Programs & Events Info: Linda Atkinson, 559-431-4088,
[email protected] Los Angeles, CA 3rd Thurs in Feb, Apr, Jun, Aug, and Nov; Mtgs rotate around Orange and Los Angeles Counties Info: 888-267-2722 or
[email protected] Sacramento, CA 4th Tues each month - Dinner Mtg, 5:30p-8:00p Info: DoraJane Apuna, 916-344-4844,
[email protected] San Francisco, CA 2nd Wed every other month - Educ. Breakfast Mtg, 8:00a-9:30a, Gazebo on Davies Campus, CA Pacific Med Ctr; San Francisco Info: Linda Metz, 415-750-5961,
[email protected] San Jose, CA www.thebaychapter-cmsa.org 1st Tues every other month - Educ. Dinner, 5:30p-7:00p, San Jose Med Ctr Info: Cindy Ling, 408-793-6535 or
[email protected] COLORADO Denver, CO www.cmsacolorado.org 3rd Tues each month – Educ. Breakfast, 7:30a-9:00a, PSL Hospital Conf Rooms 4th Thurs of first month of Quarter – Educ. Dinner, 6:00p, location varies Info: Michelle Clopton-Davis, 720-352-2657 or
[email protected] CONNECTICUT Hartford, CT 2nd Wed each month - Educ. program, 5:30p Info: Sandi, 203-284-2878 or
[email protected] DELAWARE Newark, DE Info Hotline: 302-292-3778 DISTRICT OF COLUMBIA Washington, DC www.geocities.com/cmsanca/ Info: Melanie Prince, 757-764-8213,
[email protected] FLORIDA Dade/Broward County, FL www.southfloridacasemanagement.com 2nd Wed each month – Educ. programs, time and meeting locations rotate between Miami-Dade and Broward Counties Info: Marcia Pilchik, 954-966-0326, Marcia@southfloridacasemanagement.com. Ft. Walton Beach, FL 2nd Tues each month - Educ. Lunch, 11:30a-1:00p, Blue Water Bistro Info: Beth Register, 850-883-8577
CHAPTER CALENDAROFEVENTS See Chapter Contact List to contact a chapter in your area. Many Chapters now have websites – visit them soon to see what’s happening in chapters around the U.S.!
Jacksonville, FL 3rd Thurs in Sep, Nov, Jan, Mar, May & July – Educ. Lunch, 11:30a-1:00p, Specialty Hospital Info: Dianne Miller, 904-727-9169,
[email protected]
Orlando, FL 4th Thurs each month - Educ. Lunch, 11:30a-1:30p, the Bahia Shrine Auditorium Info: Robin Courtney, 407-492-9009 or
[email protected] RSVP: 407-466-7326, Lisa Bloder Palm Beach, FL 3rd Thurs each month - Educ. Lunch, 11:30a-1:00p, locations vary Info: Linda Wolonick, 954-370-0041 or
[email protected] Panama City, FL 4th Thurs each month – Educ. Lunch, 11:30a-1:00p, St. Andrew Seafood Rest. Info: David Malloy,
[email protected] or 850-248-4947 Pensacola, FL 3rd Wed each month - Educ. Lunch, 11:30a-1:00p, Montana’s Bar-B-Q and Seafood Buffet Info:
[email protected] GEORGIA Atlanta, GA www.cmsg-atlanta.com 2nd Tues every other month - Educ. Dinner, 5:30p-7:30p, locations vary Info: Jan Kinn,
[email protected] HAWAII Honolulu, HI www.cmsahawaii.org 3rd Wed each month - Educ. Lunch, Oahu County Club Info: Shelley Hee,
[email protected] ILLINOIS Chicago, IL 2nd Tues every other month - Educ Mtg, locations and times vary Info: Pat Genardo, 630-548-9500,
[email protected] INDIANA Ft. Wayne, IN Info: Deb Andrews, 260-490-2171,
[email protected] Indianapolis, IN www.cmsaci.org 3rd Wed each month – Educ. Mtg, 3:00p, St. Luke’s United Methodist Church Info:
[email protected] or 317-856-4253 IOWA Des Moines, IA www.cmsaia.org Every other month – Educ. Mtg, 5:00p–7:00p, Urbandale Public Library Info:
[email protected] LOUISIANA New Orleans, LA www.cms-gno.com 3rd or 4th Wed each month – Educ. Mtgs, 12:00p, R.E. Smith Library Jan 2004 – Annual Conf Info: Linda Davis, 504-828-0888,
[email protected] MARYLAND Baltimore, MD www.cmsachesapeake.org Info: 410-560-2070;
[email protected] MICHIGAN Detroit, MI www.CMSADetroit.org Info: Renee McCain, 248-443-9890,
[email protected] Flint, MI Info:
[email protected] Grand Rapids/Kalamazoo, MI http://cmsagrkz.tripod.com/cmsa/ Info: 616-954-1569 MINNESOTA Minneapolis, MN Info: Victoria Champeau, 952-883-3155,
[email protected] MISSOURI Kansas City, MO www.cmsa-kc.com Info: Peggy Ledgerwood, 913-353-6077,
[email protected]
Springfield, MO www.ozarkscmsa.org 3rd Tues each month - Educ. Mtg Info: 417-823-0322,
[email protected] St. Louis, MO www.cmsastl.com 3rd Wed each month – Educ. Mtg, 12:00p-1:00p, Carpenters' Hall Info: 314-963-4634 MISSISSIPPI Jackson, MS Info: Kay Lincoln, 601-360-8378,
[email protected] NEBRASKA Omaha, NE 2nd Thurs - Board Mtgs Info: Kent Eichelberger, 402-488-1658,
[email protected] NEW ENGLAND Extensions in MA, NH, ME and RI. www.cmsne.org Info: 888-871-2884 or
[email protected] NEW JERSEY Northern NJ area Next Mtgs: Dec.3; Mar 3; locations vary Apr 7 - Mini-conference Info Hotline: 201-378-7366 or
[email protected] NEW MEXICO Albuquerque, NM www.cmsanm.com 2nd Thurs – Educ. Mtg, 7:30a, Best Western Rio Grande Inn Info: Carolyn Simon,
[email protected], 505-816-2059 NEW YORK Hudson Valley, NY Info: Doris Imperati, 203-739-6175 or
[email protected]. Long Island, NY www.cmsali.org Dinner Mtg, 6:00p-8:00p, Vytra Health Plan, Melville, NY Info: Terrie Magro, 516-935-4510 or
[email protected] New York, NY Info: Marianne DiMola, 212-358-5963 or
[email protected] NORTH CAROLINA Asheville, NC 2nd Tues each month – Educ. Breakfast, 7:45a-9:00a, locations vary Info: Jenny Arledge, 828-645-4502,
[email protected] Greensboro, NC www.geocities.com/cmsa_nc1 3rd Tues each month – Educ. Dinner, 5:30p-7:15p, Moses Cone Hospital, AHEC Info: Judy Zirt, 336-238-4560,
[email protected] Morehead City, NC – “Down East” Extension of Raleigh Chapter 3rd Wed every other month – 3:00p-5:00p, locations vary Info: Susan Yearsley,
[email protected] Raleigh, NC www.trianglecmsa.org 1st Wed each month – Educ. Breakfast, 8:30a-10:00a, WakeMed Rehab, Raleigh Info: Shelley Kling, 800-558-7478,
[email protected] OKLAHOMA Oklahoma City, OK www.cmsa-ok.org 3rd Thurs each month - Lunch Mtg, 11:30a, Sportsman’s Country Club, 4001 N.W. 39th Expressway, OKC Info: Royce Winters, 800-398-2059,
[email protected] Tulsa, OK www.cmsa-ok.org 4th Thurs each month - Lunch Mtg, 11:30a, Fountains Restaurant, 6540 S. Lewis, Tulsa Info: Royce Winters, 800-398-2059,
[email protected] OREGON Portland, OR www.omcmg.org 1st Thurs each month - Educ. Lunch, 11:30a-1:00p, Oregon Medical Association, 5210 SW Corbett, Portland Info: Margaret Horn, 503-246-6727 or
[email protected]
PENNSYLVANIA Danville, PA Info: Sabrina Girolami, 570-271-6460 or
[email protected] Philadelphia, PA www.geocities.com/cmsaphilly/cmsa 2nd Thurs each month – Dinner Mtg, 5:00p-7:00p, Plymouth Center Info:
[email protected] Pittsburg, PA www.cmsapgh.org Info: Eileen Thimons, 724-578-6125,
[email protected] TENNESSEE Chattanooga, TN www.chattanooga.net/ccmsa 2nd Tues each month - Educ. Lunch, 11:30a-1:00p, Contin-U-Care Info: Mary Phillips, 423-892-2703,
[email protected] Knoxville, TN 3rd Tues each month – Educ. Lunch, 11:30a-1:00p, Rothchilds Catering Info: Kathy Schrader, 865-588-9155,
[email protected] Memphis, TN 3rd Tues each month – Educ. Mtg, 5:30p, St. Francis Info: Carla Collins, 901-758-0924,
[email protected] Nashville, TN www.cmsa-tn.org 2nd Wed – Educ. Lunch, 11:30a, locations vary Dec - Holiday Party – watch for details! Info: Pam Davis, 615-222-3369,
[email protected] TEXAS Dallas, TX www.dfwcmsa.com 3rd Tues each month - Educ. Dinner, 5:30p-8:00p, The Harvey Hotel, DFW Airport, Irving, TX Info: Judy Robinson, 972-235-8096,
[email protected] Houston, TX www.cmsahouston.org 2nd Wed each month - Educ. Lunch, 11:00a-1:00p, Radisson - Astrodome Hotel Info:
[email protected] San Antonio, TX www.cmsst.com Info: Greg Harness, 210-857-8330,
[email protected] VERMONT Montpelier, VT www.greenmtnchapter.org Info: Mary Gerdt, 802-425-3575,
[email protected] VIRGINIA Richmond, VA www.cvccmsa.org Meetings in Sept, Nov, Jan, March, May, August Info: Victoria A. Caple, 804-764-7012,
[email protected] WASHINGTON Seattle, WA 2nd Thurs – Educ. Lunch, 11:00a-1:00p, University Women’s Club of Seattle Info: 206-623-8632 Spokane, WA 4th Thurs every other month - Educ. Lunch, 12:00p-1:30p, Sacred Heart Medical Center, Spokane Info: Crystal Johnson,
[email protected], 509-474-2172 WISCONSIN Green Bay, WI 3rd Thurs each month – Educ. Dinner, 6:00p-8:00p, Ramada Inn, Green Bay Info: Liz Katalinich, 920-490-6984 or
[email protected] Madison, WI 4th Thurs each month – Educ. programs, odd months 5:30p-8:00p & even months 7:30a-10:00a, Days Inn of Madison Info:
[email protected] Milwaukee, WI www.cmsamilwaukee.org 1st Thurs each even number month - Educ. Mtg, 7:30a-10:00a, Village at Manor Park Info: Linda Wendt, 414-299-1082 or
[email protected]
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CMSA’S MISSION: “Advancing Case Management…To promote the growth and value of case management and to support the evolving needs of the case management professional.”
AL1
CMSA Local Chapter Contact Information Current as of 10/1/03
AL2 AR1 AR2 AZ1 AZ2 CA1 CA4 CA5 CA6 CA12 CO1 CT1 DC1 DE1 FL2 FL3 FL4 FL6 FL7 FL8 FL10 GA1 HI2 IA1 IL1 IN2 IN3 LA1 MA1
MD1 MI1 MI2
TCM 42
Birmingham Amy Sanders Huntsville Pam Herdy Little Rock/Jonesboro Emma Metcalf Fayetteville Paulette Mar Phoenix Laura Bachrach Tucson Karen Vetrano Los Angeles Claire Haydu Fresno Linda Atkinson San Jose Cindy Ling San Francisco Linda Metz Sacramento Dorajane Apuna Denver Michelle Clopton-Davis Hartford Sandra Colahan Washington Melanie Prince Newark Lynda Kopishke Orlando Robin Courtney Dade/Broward Marcia Pilchik Jacksonville Dianne Miller Palm Beach Mary Flores Tallahassee Debbie Simmons Pensacola Linda Webb Panama City Pamela Bedford Atlanta Jan Kinn Honolulu Shelley Hee Des Moines Mark Mitchell Chicago Pat Genardo Indianapolis Sue Ellen Collins Fort Wayne Deb Andrews New Orleans Linda Davis New England Maureen Ferguson (ME, NH, RI, MA) Chesapeake Laura Gambrill Detroit Pat Jorgensen Flint Amy Petiprin
MI4
205-220-4680 256-535-2300 501-227-4961 479-527-2327 480-491-3040 520-721-5786 888-267-2722 559-431-4088 408-793-6535 415-750-5961 916-344-4844 720-352-2657 203-284-2878 757-764-8213 302-368-0400 407-492-9009 954-966-0326 904-727-9169 561-389-8354 850-656-4863 850-475-9000 850-747-8070 404-788-1857 808-591-8234 515-235-4255 800-704-3280 317-856-4253 260-490-2171 504-828-0888 603-329-8081
410-987-1261 248-443-9890 810-655-4829
Grand Rapids Chris Wojtaszek 616-942-7800 MN1 Minneapolis Victoria Champeau 952-883-3155 MO1 Kansas City Deborah Gutteridge 816-452-3237 MO2 St. Louis Rebecca Perez 314-644-4802 MO3 Springfield Lee Beasley 417-823-0322 MS2 Jackson Penni Redd 601-664-4865 NC1 Greensboro Judy Zirt 336-238-4560 NC4 Raleigh/Jacksonville Shelley Kling 800-558-7478 NC7 Asheville Jenny Arledge 828-645-4502 NE1 Omaha Kent Eichelberger 402-488-1658 NJ2 Northern NJ Nancy Fais 973-451-9514 NM1 Albuquerque Carolyn Simon 505-816-2059 NY1 NY Metro Cathy Morris 212-358-5963 NY3 Long Island Virginia D’Addario 631-548-6880 NY6 Hudson Valley Doris Imperati 203-739-6175 OK1 OKCity/Tulsa Royce Winters 405-858-0007 OR2 Portland Dana Penilton 503-246-6232 PA3 Pittsburgh Eileen Thimons 724-578-6125 PA4 Danville Sabrina Girolami 570-271-6460 PA13 Philadelphia Pat Allen 215-361-7633 TN1 Nashville Pam Davis 615-222-3369 TN2 Knoxville Kathy Schrader 865-588-9155 TN3 Chattanooga Mary Phillips 423-892-2703 TN4 Memphis Carla Collins 901-758-0924 TX1 Dallas Judy Robinson 972-235-8096 TX2 Houston Claire Lauzon-Vallone 713-799-0422 TX5 San Antonio Greg Harness 210-857-8330 VA1 Richmond Victoria Caple 804-764-7012 VT1 Montpelier Mary Gerdt 802-425-3575 WA1 Seattle Diane Bevins 206-623-8632 WA2 Spokane Crystal Johson 509-474-2172 WI1 Milwaukee Linda Wendt 414-299-1082 WI2 Green Bay Liz Katalinich 920-490-6984 WI3 Madison Candy Webnar 608-827-4070 doi:10.1016/j.casemgr.2003.10.003
CMSA National Board of Directors 2003-2004 Anne Llewellyn RNC, BHSA, CCM, CRRN, CEAC President Sherry Aliotta RN, BSN, CCM President-Elect Peter Moran RN, Cm, BSN, MS, CCM Vice President Connie Commander RN, CCM, ABDA, CPUR Secretary Connie Gardner Sunderhaus RN, CCM Treasurer Karen Chambers RN, CCM, CDMS Immediate Past President Michael Demoratz PhD, LCSW, CCM Member-At-Large Jeanne Boling MSN, CRRN, CDMS, CCM Executive Director DIRECTORS Margaret Chu BSN, MPA, RNC, CCM, CPHQ Michael Demoratz PhD, LCSW, CCM Jeff Frater RN, BSN, CCM Margaret Leonard MS, RN, C, FNP, Cm Pat Orchard BSN, Med, MSHA, CCM, CHCE, CHE Deborah Gutteridge MS CPC Chair Representative Committee/Task Force Chairs The Case Manager Editorial Advisory Committee: Sherry Aliotta, RN, BSN, CCM; Karen Chambers, RN, CCM, CDMS; Anne Llewellyn, RNC, BHSA, CCM, CRRN, CEAC CMOY/AOSE: Sandy Colahan, RN, CCM CMS Liaison: Linda Colantino, BA, RN, CCM Council for Case Management Accountability: Sherry Aliotta, RN, BSN, CCM; Joan Bowman, RN, MPA, CCM Health Policy Task Force: Mary Hughes, RN, BSN, CCM Industry Council Task Force: Peter Moran, RN, Cm, BSN, MS, CCM International Liaison: Pat Orchard, BSN, Med, MSHA, CCM, CHCE, CHE Military/Dept. of Defense/Tricare: Linda Brown, CM Consultant, Office of Navy Surgeon General Nominating Committee: Karen Chambers, RN, CCM, CDMS