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Case Management Training Programmes

The Institute of Health Risk Managers (IHRM) offers a four-day programme targeted towards case managers working in the Road Accident Fund, Workmen’s Compensation, medical scheme/managed care industry and public and private hospitals.


Case managers are recognised experts and vital participants in the care coordination team who empower people to understand and access quality, efficient cost-effective health care.

On successful completion of this programme the attendees will have an understanding of the knowledge and skills needed to perform the duties and functions of a clinical case manager, and an in-depth understanding of the practice of case management within various settings.


Short Course – four-day training programme


Delegates: Minimum 8 per class

Certificate of attendance on attendance to the facilitation days and completion of an online assessment


08 July 2021

12 & 13 July 2021

19 July 2021

09:00 to 15:00 on Teams Online Facilitation

(You must have internet connectivity)


R6 000.00 VAT exclusive per delegate for the 4-day programme

Click here to download the registration form

Short Course Training Programme

Short Course Training Programme

Day One

  • Health Risk Management (Managed Care)

§  Principles

§  Components

§  Health risk management programmes

o   Medical scheme benefit design

o   Pre-authorisation

o   Disease management

o   Pharmaceutical benefit management

o   Protocols and formularies


Day Two

·           Case Management

§   History and definition of case management

§   The case management process

§   Case management standards

§   Transition and discharge planning

o       Health risk assessment

o       Functional status assessment


Day Three

·           Case manager competencies

·           Leadership and communication skills

§   Negotiation Skills

§   Conflict management

§   Motivational interviewing

·           Ethico-legal considerations


Day Four

·           Case study to apply the case management process.

·           Report writing

·           Care co-ordination

Skills Programme Modules

SAQA Statement of Results  


You can choose to attend an additional two-day training programme to obtain a Case Management skills Programme Statement of Results


Modules covered



SAQA Unit standard title



Manage costs in a specific case with due regard for quality

(The case management standards and practise are included here)



Demonstrate knowledge and understanding of the financial consequences of a large claim to a client



Apply the principles of ethics to a business environment



Adapt and verbally communicate financial information to a range of audiences



You will be required to complete an assignment and write an exam.




An additional R3 000.00 Vat exclusive per delegate


July 2021

Why case management?

Case managers are recognised experts and vital participants in the care coordination team. They empower people to understand and access quality, efficient, cost-effective health care.

Case management is a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet an individual’s health needs through communication and utilisation of available resources to promote quality, cost-effective outcomes. The case managers can be the glue of the healthcare system if their services are utilised appropriately, ensuring that the right patient receives the right treatment at the right place, at the right time, by the right provider at the right cost.

Case management can achieve client wellness and autonomy through advocacy, communication, education, identification of service resources and service facilitation. Case management services are best offered in a climate that allows direct communication between the case manager, the patient, and the healthcare team, in order to optimise the outcome for all concerned.

Why the need for case management training?

Case management seeks to achieve that the right patient gets the right treatment at the right place at the right time and at the right cost, achieving holistic patient centred care. Case managers generally have sound clinical knowledge. However to be a successful case manager one now needs to use the clinical knowledge, and add knowledge of the funding environment and the theory of case management to ensure that the right principle is applied. 

Why choose IHRM as your training provider?

We have facilitated case management training extensively in both the public and private healthcare sectors – for hospitals and funders. The facilitators of this programme have extensive knowledge and experience in both the clinical and funding environment. Our experience has shown that there is a need for a better understanding of the potential benefits that case managers can bring to the patient, healthcare team and the business if their services are utilised optimally. 

This programme is supported by learning resources, reference material and on-line assessments.

Email for further details.