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Beyond the Benefits: Case Managers and Disability Management Specialists Sharing Resources to Optimize Care for Clients

Speaker: Lisa M. Scotton, MJ, RN, CCM, CDMS

Lisa is a registered nurse and leave and time away benefits leader for a large technology company. Prior to her work in employee leave benefits, she brought her 22 years of clinical experience to health and disability insurance firms and third-party claims administrators in which she held leadership roles for the past 19 years.

Lisa has authored more than a dozen publications in disability case management and best practices for clinical case management. She has developed and presented curriculum for non-clinical claims examiners for leave of absence and disability claim administrators on topics related to integrated absence management, the Family and Medical Leave Act (FMLA) and clinical case management. Lisa is an avid supporter of helping employees return to work in a safe and timely manner when dealing with physical and emotional health issues.

Lisa has a Master’s in health law from Loyola University, Bachelor’s in Organizational Leadership from Quinnipiac University and Associate in Nursing from Misericordia Nursing and Iona College. She holds certification in clinical case management (CCM) and Certified Disability Management Specialist (CDMS). She was actively involved as a CDMS Commissioner holding roles in item writing and core knowledge curriculum.

Description:
How do CCMs differ from CDMSs? What tasks are similar for the two sets of professionals? Outside of insurance benefits, what are resources that case managers and disability management specialists tap into to enhance patient outcomes, increase patient satisfaction and get people back to work, to play and to living? How can they help each other in overseeing the care of complex patients? How can motivational interviewing techniques help support their clients and more effectively manage their cases?

Learning Outcomes:

  1. Compare and contrast the roles of clinical case managers and disability management specialists
  2. List current health trends impacting the population, recent trends impacting the workplace as well as tools used by clinical case managers and disability management specialists to help clients return-to-work
  3. Describe when clients are best served by a clinical case manager and a disability management specialist collaborating on cases
  4. Discuss both occupational and non-occupational goals for clients
  5. Describe absence and disability programs impacting return to work
Credit Information:
The Commission for Case Manager Certification (CCMC) is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center's Commission on Accreditation.

This program has been pre-approved by The Commission for Case Manager Certification to provide continuing education credit to CCM® board certified case managers. The course is approved for 1 CE contact hour(s). Activity code and Approval number will be awarded on your certificate of completion.

This program has been pre-approved by The Commission to provide continuing education credit to CDMS® board certified disability managers. The course is approved for 1 CE contact hour(s). Activity code and Approval number will be awarded on your certificate of completion.

To earn contact hours/CEs: In order to earn your contact hour(s)/CE, you will have to watch the presentation in its entirety and complete the survey. Once both the presentation and survey are marked as complete, you will receive your Certificate of Completion. If you are a CCM, your CEs will automatically record in your CCMC account.

Disclosures:
All planners and speakers have disclosed that they have no relevant financial relationships or conflicts of interest with commercial interests related directly or indirectly to this educational activity.

Commercial Support or Non-Commercial Sponsorship: There is no commercial support for this activity. The planners and faculty have no relevant relationships to disclose.

Expiration date: 7/13/2025