Case Management Models: Which One is Right for Your Organization?

Effective case management is central to delivering coordinated, patient-centered care. As healthcare organizations continue to evolve – especially in today’s value-based environment – selecting the right case management model is critical for improving outcomes, reducing costs, and supporting both clinical and non-clinical healthcare teams.

However, with several established models out there to choose from, determining which approach best aligns with your structure, resources, and patient population can be challenging.

Here is a breakdown of the most widely used case management models and guidance to help your organization make an informed decision.

1. The Brokerage Model

The brokerage model is one of the simplest and most traditional forms of case management. In this structure, case managers primarily coordinate services rather than deliver direct support. Additionally, their role is to assess patient needs, create service plans, and connect individuals with appropriate resources.

Best for healthcare organizations that:

• Have limited case management staff
• Rely heavily on community-based or external support services
• Require a straightforward, low-touch approach

Pros: efficient, cost-effective, and also ideal for stable patient populations

Cons: less effective for patients with complex or long-term needs

2. The Clinical Case Management Model

In the clinical model, case managers are typically trained clinicians, such as nurses or social workers, who provide both coordination and direct care support. This model also integrates clinical insight with care navigation, ensuring patients receive comprehensive guidance throughout their healthcare journey.

Best for healthcare organizations that:

• Serve high-acuity or chronically ill populations
• Require detailed clinical oversight during transitions of care
• Focus heavily on reducing readmissions and improving care continuity

Pros: holistic support, strong clinical oversight

Cons: requires highly skilled staff and can be resource intensive

3. The Strengths-Based Model

This approach centers on empowering patients by building their strengths, abilities, and existing support systems. Instead of focusing on problems or deficits, case managers help patients leverage their own resources to achieve health goals.

Best for healthcare organizations that:

• Serve diverse populations with varying levels of social support
• Incorporate behavioral health or community-based programs
• Emphasize patient engagement and long-term self-management

Pros: enhances patient empowerment, improves engagement

Cons: it may also require additional training for staff familiar with the strengths-based philosophy

4. The Intensive Cases Management (ICM) Model

The ICM model is designed for high-risk, high-need patients who require frequent, hands-on support. Case managers work closely with individuals through in-person visits, community outreach, and ongoing communication.

Best for healthcare organizations that:

• Work with vulnerable or medically complex populations
• Aim to reduce high utilization patterns (ED visits, hospitalizations)
• Need a robust support framework for care coordination

Pros: highly personalized, especially effective for complex cases

Cons: resource-heavy and may not scale easily

5. The Collaborative or Interdisciplinary Model

This model brings together a multidisciplinary team – clinical staff, non-clinical healthcare professionals, social workers, and care coordinators – to create a comprehensive plan tailored to the patient’s needs.

Best for healthcare organizations that:

• Promote team-based care delivery
• Prioritize integrated care and communication
• Have the infrastructure to support cross-functional collaboration

Pros: shared accountability

Cons: requires strong communication systems and defined workflows

Choosing the Right Model for Your Healthcare Organization

Selecting the right case management approach starts with evaluating your organization’s goals, staffing capacity, patient demographics, and care challenges. Consider the following questions:

• What level of clinical oversight is needed?
• How complex are the patient populations you serve?
• Do your case managers include clinicians, non-clinical healthcare workers, or both?
• What outcomes are you trying to improve – cost, quality, patient experience, or utilization?

Many healthcare organizations ultimately benefit from a hybrid model, combining elements of multiple structures to meet diverse patient needs while optimizing efficiency.

Choosing the right case management model is not a one-size-fits-all decision. The most successful healthcare organizations are those that align their model with their operational strengths, patient populations, and long-term strategic goals.

Wondering which model is right for you? Harmony Healthcare can help. Reach out to us today to find the model that fits your organizations needs and streamlines your case management processes.