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In case management, what step requires the case manager to confirm that the patient meets criteria for the care setting and that services can be provided at the facility?

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Final answer:

In case management, the step that involves confirming patient eligibility and that services can be provided is during the initial assessment and planning, where team members verify patient details, surgical sites, procedures, and address potential critical events to ensure comprehensive care.

Step-by-step explanation:

The step in case management that requires the case manager to confirm that the patient meets criteria for the care setting and that services can be provided at the facility is typically during the initial assessment and planning phase of case management. This includes ensuring that all necessary team members are aware of and have verified various aspects of the patient’s care. Prior to procedures, it is vital that the team confirms the patient's identity, the surgical site and procedure, consent, and that the patient is aware of any known allergies. This process is essential to ensure patient safety and prepare for any anticipated critical events.

The critical steps include a review by the surgeon of any unexpected steps, operative duration, and anticipated blood loss. Anesthesia staff will review any concerns specific to the patient, while nursing staff confirm sterility, equipment availability, and address other concerns. All of these measures contribute to a successful outcome and comprehensive patient care.

Additionally, these precautions help in developing policies that balance the costs of treatments and diagnoses, patient quality of life, and risks to individual privacy when handling health records. It’s important that case managers collaborate with the clients and interdisciplinary team members to ensure qualitative and quantitative outcomes are met, and that they stay vigilant in the clinical focus of the patient’s care.

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