Q&A: The role of the nonlicensed case manager extender

December 6, 2017
Medicare Web

Q. How can we define the role of the nonlicensed case manager extender within our interdisciplinary team?

A. The nonlicensed case manager extender, patient navigator, and health coach are terms that may be used to describe the nonlicensed member of the interdisciplinary team serving and working in the population health model. For the purpose of our discussion, the role is described as the nonlicensed case manager extender, but different organizations may have different titles and different job descriptions.

The Case Management Society of America (CMSA) states that case management is a collaborative process. However, CMSA is clear that only the licensed professional case manager is able to complete the following six components of the case management process:

  • “Client identification, selection, and engagement in professional case management
  • Assessment and opportunity identification
  • Development of the case management plan of care
  • Implementation and coordination of the case management plan of care
  • Monitoring and evaluation of the case management plan of care
  • Closure of the professional case management services”

The professional case manager is responsible for supervising and delegating duties to the nonlicensed case manager extender.


For more information, see Case Management Guide to Population Health: Management Across the Continuum of Care.

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