Case Management Mastery in the Insurance Industry
This two-day workshop is designed to equip Occupational Therapists and other healthcare providers with the expert knowledge and practical frameworks needed to deliver high-value case management within the insurance industry. Led by Michelle Coates of Blue Balance Health Management, the course moves beyond basic rehabilitation concepts to focus on the specific expectations, processes, and business considerations of the insurance sector.
Participants will gain a clear blueprint for designing, pricing, and implementing insurer-aligned case management programs that drive sustainable stay-at-work and return-to-work outcomes. By blending strategic insight with actionable tools, this course empowers professionals to enhance their service delivery, build credible partnerships with insurers, and position themselves as indispensable partners in the vocational rehabilitation ecosystem.
Presented by Michelle Coates
Upon completion of this course, attendees will be able to:
- Decode Insurer Expectations: Articulate what insurance companies truly require from a ‘case management’ service, including preferred reporting formats, content depth, and evidence-based clinical reasoning.
- Design Customised Rehabilitation Pathways: Develop structured, claimant-specific programs for both early-intervention and post-claim scenarios, ensuring interventions are targeted and effective.
- Navigate Business and Ethical Practice: Confidently price case management services, utilise resources efficiently, and adhere to legal and ethical frameworks when working within an insurance claim.
- Produce Impactful Communication: Deliver clear, concise, and progress-focused reports that demonstrate value to insurers, employers, and claimants.
- Build Strategic Partnerships: Identify and apply strategies for marketing your practice professionally to insurers and building sustainable, credible professional relationships.
- Apply Knowledge to Real Cases: Analyse and discuss common challenges through practical case studies, leaving with a personalised action plan for immediate implementation.
Insurers seek OTs who understand their workflows. This course bridges the gap, teaching you to:
The intersection of healthcare and insurance is a dynamic and growing field where clarity, efficiency, and proven outcomes are paramount. Insurers increasingly seek healthcare providers who not only deliver excellent clinical care but also understand the commercial and procedural landscape of claims management. This course directly addresses this industry need by bridging the gap between clinical rehabilitation expertise and the operational demands of the insurance world. It is critically relevant for professionals who want to:
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- Expand Their Service Offerings: Tap into the consistent demand for case management services from insurance companies.
- Enhance Credibility and Communication: Speak the language of insurers and align processes to streamline collaboration and claim resolution.
- Drive Measurable Results: Focus on interventions and reporting that directly contribute to the core insurance objectives of cost-effective, timely, and sustainable return-to-work outcomes.
- Future-Proof Their Practice: Develop a specialised niche that differentiates their services in a competitive healthcare market.
By mastering the content of this workshop, OTs and other health providers will not only improve outcomes for claimants but also become valued, go-to experts within the insurance rehabilitation network.
