The Scope of Practice for Professional Case Managers
Designed for healthcare professionals who strive for excellence in client-centered care and want to master the essentials of case management.
Why This Course?
- Clarifies Your Role: Understand the scope of practice for professional case managers—what you can do, what you should do, and why it matters.
- Strengthens Core Skills: Master the guiding principles of case management, including holistic, client-centered care and evidence-based practices.
- Comprehensive Learning: Five dynamic modules cover everything from the case management process and SMART goal-setting to diverse practice settings and leadership responsibilities.
- Interactive & Practical: Real-world scenarios, actionable tools, and a final exam ensure you can apply what you learn immediately.
- Advance Your Career: Build a strong foundation for success—whether you’re new to case management or refreshing your knowledge
Who Should Participate?
- New Case Managers: If you’re just starting your career, this course gives you the essential foundation to hit the ground running with confidence.
- Healthcare Leaders and Supervisors: Ensure your teams are aligned with CMSA standards and equipped to deliver high-quality, cost-effective care.
- Interdisciplinary Team Members: Nurses, social workers, and other professionals involved in care coordination will benefit from understanding the scope and standards of case management.
- Experienced Professionals: Refresh your knowledge of core principles and best practices to stay sharp and compliant in a rapidly evolving healthcare environment.
"Our current generation of professional case managers must hit the ground running to be successful in their roles, and with strong foundational knowledge of their job. This course provides that critical intel for case management’s interdisciplinary workforce, and with hands-on application. The realistic case scenarios reflect varied practice-settings and levels of proficiency, whether for a novice case manager or one more seasoned seeking a quick knowledge refresher. This comprehensive offering is a MUST to achieve that clinical, fiscal, and operational ROI sought by every case management leader today!”
How do I register?
- Members: $59
- Nonmembers: $129
Student Rates
Are you a student? Contact us to ask how you can get the member price and a student membership!
Group Rates
To request information on pricing and registration for a group of 5 or more trainees, click below for more information.
“As a seasoned case manager, I found the Novice Pathways Course to be a refreshing return to the fundamentals. The interactive design kept me engaged and reminded me of core practices that can easily be overlooked in the field. It’s a valuable tool for new case managers.”


