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Case Management Standards of Practice and Scope of Services

Originally developed in 2004, with periodic modifications including the most recent revisions in 2020, ACMA’s Standards of Practice and Scope of Services for health care delivery and Transitions of Care (TOC) professionals is an essential reference guide for case management practitioners.

The ACMA National Board of Directors recognizes our Standards of Practice and Scope of Services should reflect the changing health care environment, delineate the continuum of services that are provided by health care delivery system case managers, provide professional parameters by which case managers deliver care and define the current minimum standards by which others benchmark the practice.

Read the CM Standards

Physician Advisor Standards of Practice and Scope of Services

Over the last decade, health systems are turning to the Physician Advisor role to address regulatory and payer requirements associated with medical necessity, utilization, accurate clinical documentation and appropriate patient status. The Physician Advisor role assists institutions to realize improved financial, quality and patient flow measures that are essential to achieving the goals of value-based care.

ACMA along with the Association of Physician Leadership in Care Management (APLCM) developed the Physician Advisor Standards of Practice and Scope of Services in 2019 to outline the general expectations, responsibilities, services delivered, requirements and competencies needed to function in the Physician Advisor role.

Read the PA Standards

Transitions of Care Standards of Practice and Implementation

ACMA Transitions of Care (TOC) Standards provide a framework – applicable across all care settings – to implement and evaluate a process to improve care transitions. In developing these standards, ACMA included representation from 15 organizations representing 10 practice settings that influence the navigation of our health care system.

TOC standards should be applied across all care settings and reflect the minimum elements necessary to create successful transitions. Each standard describes both the structures and the services required to meet that standard. There are over 2500 quality measures associated with care transitions, often practice specific. The ACMA TOC Standards seek to align these various measurements into consensus measures that guide the evaluation of effective care transitions. For additional TOC information, visit our website transitionsofcare.org.

Read the TOC Standards

Call for Presentations | ACMA 2027 National Conference

Join ACMA in Las Vegas, NV, April 18-21, 2027. Save the date.
Experience ACMA at National!

Do you have a unique solution, intervention or strategy to improve care management? What tips and best practices could you share with case management and transitions of care professionals to implement into their practice? Presentation submission deadline Friday, June 5!
Submit your abstract today.

Save the Date! | 2026 Leadership and Physician Advisor Conference

The ACMA/APLCM 2026 Leadership and Physician Advisor Conference is November 15-17 in Nashville, TN! Leaders in Case Management, Transitions of Care, Social Work, Health Plans, Health Care Administrators, Medical Directors, Chief Nursing Officers, and Physician Advisors, this conference has everything you need.

ACMA and APLCM are Partnering Organizations | International Case Management Conference

We are pleased to announce that ACMA and APLCM are partnering organizations for the inaugural International Case Management Conference, taking place September 17-18, 2026 at the Pullman London St Pancras. This collaboration brings together global leaders in case management and care delivery to support a shared vision for advancing health care systems worldwide. As partnering organizations, ACMA and APLCM will contribute their expertise and international perspectives to help shape critical discussions on the future of care management and health system innovation.
Learn more.

Share Your Research | Collaborative Case Management

Do you have a project or measurable initiative you've instituted at your organization? Have you conducted research on a current issue in the field? Share your experiences and results with your professional community! Email your proposal or questions: vmatthews@acmaweb.org.
Learn more!

ACMA Swag is Now Available

Support ACMA's mission and wear or show off your ACMA pride!
Get your swag today!

Now Accepting Presentations for Chapter Conferences

We are now accepting presentations for upcoming ACMA chapter conferences. If you have a unique solution, intervention or strategy to improve case management, this is a great opportunity to share your knowledge and be a part of ACMA's national-caliber education at the local level. There is no deadline to submit; presentations will be accepted throughout the year so you can prepare a submission as your schedule allows.
Submit a presentation!

SAVE THESE DATES | National Case Management Week

2026 - October 11-17
2027 - October 10-16
2028 - October 8-14