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Case Management
Utilization Review Skills Checklist
NAME
LAST 4 OF SSN
DATE
I hereby certify that ALL information I have provided to IMCS Group on this skills checklist and all other documentation, is true and accurate. I understand and acknowledge that any misrepresentation or omission may result in disqualification from employment and/or immediate termination.
Instructions:
This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale below to describe your experience/expertise in each area listed below.
Proficiency Scale:
1 = No Experience
2 = Need Training
3 = Able to perform with supervision
4 = Able to perform independently
Rating Stars (Click)
SETTING
1
2
3
4
Acute Care
Skilled/LTAC
MDS Coordinator
Home Health
Telephonic
Workers Compensation
Insurance
Managed Care
Acute Rehab
Rating Stars (Click)
CM/UR SOFTWARE
1
2
3
4
Interqual
Milliman
MIDAS
Allscripts UR
Word Processing Software
Other: Specify
Other: Specify
Rating Stars (Click)
REGULATORY
1
2
3
4
CMS/Medicare
HEDIS Measures
Core Measures
Medicaid/Medical
DRG
ICD 9 Coding
ICD 10 Coding
CPT
Rating Stars (Click)
PROCESSES
1
2
3
4
Benefits Eligibility
Pre-Certification Review
Review for Admission Criteria
Identify Appropriate Level of Care
Review Status During Stay
Discharge Planning
Physician Advisor
Clinical Documentation Improvement
Needs Assessment/Order DME
Needs Assessment/Home Health
Needs Assessment/Hospice
Needs Assessment/Skilled
Third Party Authorization Process
Concurrent Review
Retrospective Review
Rating Stars (Click)
PROFESSIONAL KNOWLEDGE AND SKILLS
1
2
3
4
National Patient Safety Goals
Age Specific/Population Based Care
Rating Stars (Click)
EMR
1
2
3
4
Epic
Cerner
Eclipsys
McKesson
Meditech
Other Computerized System
Computerized Physician Order Entry
Bar Coding for Medication Administration
MY EXPERIENCE IS PRIMARILY IN:
Unit
No. of Years
Unit
No. of Years
BURN
POST PARTUM
CRITICAL UNIT
LABOR & DELIVERY
PACU
NEWBORN NURSERY
NEUROLOGY
LEVEL II NICU
TELEMETRY
LEVEL III NICU
MEDICAL
PICU
SURGICAL
PEDIATRICS
ONCOLOGY
OB/GYN
ORTHOPEDICS
PSYCHIATRY
OPERATING ROOM
RRT
EMERGENCY ROOM
CRT
TRAUMA CENTER LEV
EL 1
COMMUNITY ER
RURAL ER
Rating Stars (Click)
Age Specific Competencies
1
2
3
4
Newborn/Neonatal (birth – 30 days)
Infant (30 days-1 year)
Toddler (1-3 years)
Preschool (3-5 years)
School Age Children (5-12 years)
Adolescent (12-17 years)
Young Adults (18-44 years)
Middle Adults (45-64 years)
Older Adults (>65 years)
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