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Standards of Practice & Scope of Services

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

Read the TOC Standards



Join us for the 25th Anniversary ACMA National Conference, April 19-22, 2024 in Nashville, TN. Don't miss out on the most exciting case management conference of the year! Experience ACMA at National!

REGISTER TODAY! | ACMA 2023 Leadership & Physician Advisor Conference

Our 2023 Leadership and Physician Advisor Conference is October 18-20 in San Antonio, TX! Early registration discounted pricing available through July 26! Find out more here!

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New Content Available in the Education Center

ACMA’s Education Center provides members with access to 30+ hours of free continuing education for every career need, viewable as publications and webinars. The content is constantly evaluated to provide you with the most relevant information, and we just added FOUR more webinars to our collection! Access this content by clicking Account Login, and choosing Membership. Once logged into your Members-Only portal, navigate to the Education Center tab and scroll down to check them out! If you need assistance accessing, please contact ACMA Member Services at or 501-907-2262.

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 >>

American Case Management Association
17200 Chenal Parkway Ste 300 #345
Little Rock, AR 72223
Phone: 501-907-ACMA (2262)
Fax: 501-227-4247