My name is Aaron and I spent the last three years in case management for two different companies. I spoke with the Project Management Institute about my work and they stated that my work could qualify as project management related work for application. I wanted to see if how I described my positions is appropriate for the application.
Federation of Organizations:
Initiating: I conducted an initial assessment with each client and from the assessment, their care plan was drawn up based on variables that contributed to their poor health status and all the outcomes that come with it.
Planning: A care plan based on needs was drawn up. Case manager and client are given a responsibility in making sure the client achieves the goals. This is discussed with the client right after the assessment.
Executing: Case manager has telephonic or in-person follow up with the client to assure that they are completing their responsibilities in the care plan daily. Case manager also follows through on assignments based on care plan need and updates client during monthly telephonic follow up.
Monitoring: Progress is monitored and documented through electronic health record and adjustments are made if client has set back in their health.
Controlling: Once initiatives are put into place and it is seen that there is a positive effect on client. Positive effect means client is healthy in the community and has not been going to the hospital or needing high-cost outpatient treatment, case manager will work to make sure client is consistent in maintaining achieved goals.
Closing: Case is closed if all goals are met and client is stabilized regarding health. One sign of this is client improves in health condition so much that they have been admitted to hospital since working with care coordinator. This is a sign that finances are being saved and the client is healthier.
UnitedHealth Group
Initiating: I call the member and convince them to enroll with the case management program that comes with their insurance. UnitedHealth Group’s investment in our salary and resources were the cost of saving the insurance company money in unnecessary healthcare bills. I conducted an initial assessment with each client and from the assessment, their care plan was drawn up based on variables that contributed to their poor health status and all the outcomes that come with it.
Planning: A care plan based on needs was drawn up. Case manager and client are given a responsibility in making sure the client achieves the goals. This is discussed with the client right after the assessment.
Executing: Case manager has telephonic or in-person follow up with the client to assure that they are completing their responsibilities in the care plan daily. Case manager also follows through on assignments based on care plan need and updates client during monthly telephonic follow up.
Monitoring: Progress is monitored and documented through electronic health record and adjustments are made if client has set back in their health.
Controlling: Once initiatives are put into place and it is seen that there is a positive effect on client. Positive effect means client is healthy in the community and has not been going to the hospital or needing high-cost outpatient treatment, case manager will work to make sure client is consistent in maintaining achieved goals.
Closing: Case is closed if all goals are met and client is stabilized regarding health. One sign of this is client improves in health condition so much that they have been admitted to hospital since working with care coordinator. This is a sign that finances are being saved and the client is healthier.
Thank you in advance for your assistance. Any feedback is greatly appreciated!
Aaron Erdman Saving Changes...
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Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Aaron,
looks as a good start for me.
Two observations.
1. always show your personal contribution, responsibility. For example 'a plan was drawn up' is better 'I drew up a plan' or 'I oversaw the development of a plan and approved it' or similar
2. Get the ECO and use the terms in it to describe your accomplishments, avoid jargon. It just is easier to understand by a global and industry agnostic group of reviewers.
Make sure that it is clear that the projects you submit are unique and distinct. If the wording appears to be too similar an auditor might reject them as being operational initiatives and not projects.
Also, reference common PM activities and deliverables - for example, defining scope, monitoring costs, etc.
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