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QBE EUROPEAN OPERATIONS
The Role of the Case Manager
BICMA Conference – Glasgow
10th October 2007
Rosie Corless
QBE – Rehabilitation Manager
Why Case Management...the drivers?
 Government initiatives: IB spend
 NHS: acute v chronic
 Cost of absence to business bottom line
 Claims cost escalation
 Insurance Market – employers; brokers & solicitors
 Insurers diversifying products – need for case managers
‘It is not the strongest of the species that survives, NOR the most intelligent, but
the one MOST responsive to change’.
Charles Darwin
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So, QIE for example…
 Occupational Health
 Task Analysis
 Riddor Triage Service
 Minor & Major Injury Management Service
 Whiplash Scheme – Motor
Injury Management
Occupational Health
Consultation with
client
Task Analysis
Sickness Absence
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Incident
Return to
Work programmes
RTW
SAW
Effective
Outcomes
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The Challenge for the Case Manager.
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Is To:
 Act as IP Advocate
 Use clinical best practice
 Objective v Subjective
 Act as Mediator; Negotiator, Evaluator....
 Be honest
 Query Statutory Services v private funds?
 Understand case law
 Know Reality*
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And Their Role
 Independent
 Advocate
 Assessor – face to face/telephone/desk top
 Plan & implement health, social & vocational services
 The ‘link’ between all parties
 Interpretor of all the facts
 Budget controller
 Educator – client independence
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Case Management: Definition
“..A collaborative process which assesses, plans,
implements, co-ordinates, monitors and evaluates the
options and services required to meet an individuals
health, care, educational and employment needs,
using communication and available resources to
promote quality cost effective outcomes..”
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Mission Impossible?
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The QIE Rehabilitation Team
Rosie Corless
Rehab Manager
Nurse
Emma Linskill
Rehab Team Leader
Occupational
Therapist
Rebecca Gallagher
Rehab Advisor
Occupational Therapist
Bianca Kelly
Rehab Advisor
Occupational Therapist
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Max Wolstenholme
Admin Assistant
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So The Team…
 All previous Case Managers & Clinicians
 Work with outsourced case manager panel
 Train & support
 Set KPI’s; SLA’s ; Audit & Review
 Explain decisions
 Focus on early intervention*
 Look for Case Managers with Professional Body Membership CMSUK
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Case Management in Action: The Benefits
39 year old Carpenter injured back whilst lifting at work.
Date of Accident :
06/04/2003
Date Referred to Case Manager: 16/04/2003*
Assessment:
17/04/2003
Predicted time off Work:
6 months
Case managed telephonically by case manager. Long wait on NHS for
physiotherapy as recommended by GP.
Course of private physiotherapy arranged. Education on back care and a
gradual return to work initiated in conjunction with treatment
Rtw date:
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17/06/2003
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Case Management in Action: The Benefits
31 year old - Severed L arm ( non dominant)
Date of Accident:.
17/07/2002
Referral Rehab Unit:
15/08/2002
Referral to Case Manager:
14/11/2002* Claim
Assessment:
16/01/2003
Surgery to remove ‘piece of bone’.
Gym membership, work site Ax, CBT Therapy,
Myo-electric arm prosthesis.
Supportive employer - Single handed keyboard/trackerball mouse.
IP rtw planned
24/09/2003. Further panic attacks – additional CBT Therapy
Rtw date
18/11/2003 on gradual basis
Full time
13/07/2004
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How CMSUK Assists
 Developing Case Management in UK!
 Started small: Inaugural Meeting (8), 2000
 Worked with CMSA
 Now over 300 members
 Allows those practising case management to come together
 Set UK Case Management Standards
 Education & Training
 Quality Assurance*
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Where CMSUK is Now
 Charitable Status
 5 Committees: Standards and Education
Membership
Events
PR & Marketing
Website
 Enhanced Web Site – case manager search facility
 2 Day National Conferences & Study Days
 Education Fund
 Ongoing support from our members
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CMSUK: 6 Core Statements
 To promote Public Wellbeing
 Establish UK standards for Case
Management
To promote initiatives in Education
 An all encompassing organisation for
Case Management
 To build Public and Private partnerships
 Work with Government to challenge health
and social care boundaries
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CMSUK Corporate Members
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QBE EUROPEAN OPERATIONS
The Role of the Case Manager
BICMA Conference – Glasgow
10th October 2007
Rosie Corless
QBE – Rehabilitation Manager