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Session Title
9:00 AM - 3:45 PMACM™ Certification Review: Case Management Process and Practice

Session Title
7:00 AM - 8:00 AMRegistration & Continental Breakfast
8:00 AM - 8:20 AMWelcome Announcements & Chapter Business Meeting
8:20 AM - 9:20 AMSession 1: Complex Case Management: Managing Patients Across the Continuum of Care
9:20 AM - 10:30 AMNetworking Break with Sponsors & Exhibitors
10:30 AM - 11:30 AMSession 2: The Neuropsychological Approach to Capacity
11:30 AM - 12:45 PMLunch with Sponsors & Exhibitors
12:45 PM - 1:15 PMDoor Prizes
1:00 PM - 2:00 PMSession 3: STOP Living Life Like an EMERGENCY!
2:00 PM - 2:50 PMNetworking Break with Sponsors & Exhibitors
2:50 PM - 3:50 PMSession 4: The End of Life Option Act – One Community Hospital’s Experience
4:00 PM - 5:00 PMSession 5: Health Care 2017 in the Golden State - Impact for Case Management
5:00 PM - 5:10 PMClosing Remarks

ACM™ Certification Review: Case Management Process and Practice

Patricia Kramer, Ed. S, ACM, CCM, CSW, NCC
Senior Director · Case Management
Duke University Health System · Raleigh, NC

The scope of services and standards of practice provide social worker and nurse case managers with a guide by which they can engage in the practice of case management. Understanding the parameters within which the case manager practices assures a uniformity of services delivered to patients in need and assists the case manager in performing the duties required within health care delivery systems. This workshop is designed to provide the practicing case manager with a review of case management practice standards in accordance with American Case Management Association guidelines and ACM certification It will provide intensives for focused review in four domains of case management practice: screening and assessment, planning, care coordination/intervention/transitions and evaluation. The workshop will also include discipline specific clinical and psychosocial scenarios presented in an interactive format allowing attendees to apply information gathering, assessment, decision-making and problem solving skills.


  1. Describe the four domains of practice utilized by the health delivery system case manager
  2. Apply the essential job functions to the role of a health delivery system case manager
  3. Describe clinical and psychosocial assessment and intervention methods used in case management
  4. Utilize analytical skills to assess and plan care for the health delivery system patient

Welcome Announcements & Chapter Business Meeting

Session 1: Complex Case Management: Managing Patients Across the Continuum of Care

Amy R. Bragg, BSN, ACM-RN
Complex Case Manager
NorthBay Healthcare · Fairfield, CA

Shelley Stelzner, RN, BSN, MHA, CCM
NorthBay Healthcare · Fairfield, CA

Brandon Klug, RN
Integrated Health Manager & Compliance Officer
Medic Ambulance Services · Vallejo, CA

James Pierson, EMT-P
Vice President and Chief Operating Officer
Medic Ambulance Services · Vallejo, CA

Complex Case Management utilizes a multidisciplinary approach to assist patients with managing disease processes, assisting them with their transitions through the continuum of care, and reducing readmission rates for organizations. This can involve hospital departments including pharmacy, social services, and physician groups along with outpatient organizations like home health and paramedic services to continue education initiated in the hospital. By working with the patient and their support system along with a multidisciplinary approach, Complex Case Managers partner, advocate, and teach patients how to manage their health conditions, access their healthcare network and support systems, effectively reducing the organizations readmission rate one patient at a time.


  1. Identify different types of Complex Case Management at NorthBay Healthcare
  2. Describe the different tools used by NorthBay Healthcare to differentiate patients who are low, moderate, and high risk for readmission
  3. Distinguish community constituent programs that can support outpatient Complex Case Management efforts used by NorthBay Healthcare

Session 2: The Neuropsychological Approach to Capacity

Jonathan Canick, PhD
Licensed Psychologist and Neuropsychologist
· San Francisco, CA

Ethics are central to an evaluation of cognitive capacity, which addresses questions about what should be done for a patient beyond diagnosis or treatment recommendation. Such evaluations inform decisions by providing information about a patient’s best abilities and level of functioning. Neuropsychological testing, with its focus on objective measurement and normative data, significantly improves the reliability and validity of such decisions/determinations.


  1. Distinguish normal from pathological aging and the challenges to assessing cognitive capacity
  2. Identify key cognitive abilities needed in order to possess cognitive capacity
  3. Appreciate the contribution that neuropsychology provides to assessing capacity

Door Prizes

Session 3: STOP Living Life Like an EMERGENCY!

Diane Sieg, RN, CYT, CSP
Speaker, Author, Coach, Yoga Teacher
Personal Balance · Denver, CO

These are challenging times in healthcare with all the change, uncertainty, and complexity. Burnout is at an all-time high when everything feels like an emergency! Using real-life stories from her 23 years as an emergency room nurse, speaker, author, life coach and yoga teacher, Diane Sieg shows you how to get out of the emergency room of life by using practical resilience skills that change your mind and train your brain to: • Become aware of your current state of emergency living • Reduce your stress and anxiety in the moment • Increase your ability to focus, connect, and problem-solve • Improve your overall well-being by remembering what matters most


  1. Identify three symptoms of emergency living
  2. Demonstrate resilience skills
  3. Commit to a resilience plan

Session 4: The End of Life Option Act – One Community Hospital’s Experience

Terrell B. VanAken, M.D
Medical Director
NorthBay Hospice & Bereavement · Fairfield, CA

nce the End of Life Option Act was passed into law, every healthcare facility has had the right to establish their own policies and procedures regarding their level of participation with the Act. NorthBay Healthcare’s Board in May 2016 made the decision to participate in the Act. This presentation reviews the specific requirements to participate in the Act and NorthBay’s journey into that participation.


  1. Gain familiarity with the Oregon experience with the Death with Dignity Act since its inception and how California’s experience might compare
  2. Become familiar with the specific legal requirements for patients to participate in the Act
  3. Review NorthBay Healthcare’s experience for comparison to their own facilities

Session 5: Health Care 2017 in the Golden State - Impact for Case Management

Pat Blaisdell, M.A., M.S., FACHE
Vice President
California Hospital Association · Sacramento, CA

As ongoing changes in the health care system continue and escalate, the role and influence of the case manager is growing. Case managers at all levels of care are challenged to contribute to organizational success and to provide clinically sound patient care. This annual discussion will provide an update on the ongoing implementation of federal health care reform, as well as current state-level legislative and regulatory initiatives. Current and future implications for case managers will be discussed, with a particular focus on case manager role in advocacy.


  1. Identify the current status of implementation of federal health care reform
  2. Classify current state legislative proposal impacting case management
  3. Describe how current and future changes affect case management, including advocacy

Northern California  Chapter Annual Conference Links
July 6-7, 2017


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