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Five Step Process

The Five Step Process describes the care management process as it relates to assessment, planning, facilitation, care coordination, and evaluation/advocation. This module will focus on each step and the care manager's role with each.

The expected time to complete this module is 60 minutes.

CE Requirements: CE participants who successfully view both lessons of the module and complete the online CE request process including required evaluation with email address will earn 1.0 Nursing or Social Work CE contact hours

A Certificate of Completion is available for non-CE participants

Lesson 1: Five Step Process


  • Describe the goals of care management
  • Define the care management five step process
  •  the care manager's role in each step of the Five Step Process

Estimated Completion Time: 30 minutes


  • Apply learning from the Five Step Process to a case study

Estimated Completion Time: 30 minutes

Request CE Credit or a Certificate of Completion

Upon completion of both lessons, click here to request credit in the form of CE Credit or a Certificate of Completion

Continuing Education and Disclosures


  • Nursing CE Contact Hours: 1.0
  • The planners have reported no relevant conflict of interest for the purpose of the “Five Step process” module of the Basic Care Management Program.
  • There is no commercial support for this activity.
  • This module is available for CE credit until February 23, 2019.
  • This continuing nursing education activity was approved by the Ohio Nurses Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. (OBN-001-91)

Social Work:

Social Work CE Contact Hours: 1.0

“Michigan Care Management Resource Center is an approved provider with the Michigan Social Work Continuing Education Collaborative."

Approved Provider Number: MICEC 110216