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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


SAVE THE DATE | ACMA 2025 National Conference

Join us for ACMA 2025 National Conference, April 3-6, 2025 in Denver, CO. Don't miss out on the premier case management and transitions of care conference of the year!
Experience ACMA at National!

Care Transitions Today Podcast

Our upcoming series, Case-of-the-Month, is co-presented by the American Case Management Association (ACMA) and the Association of Physician Leadership in Care Management (APLCM). In the Case of the Month series, we delve deep into real-world medical cases, sharing experiences, best practices, and innovative approaches to patient care. Each episode, our panel of experts brings you a new case study, offering a unique learning opportunity for health care professionals at all levels of experience. Learn More!

Save The Date | 2024 Leadership and Physician Advisor Conference

Our 2024 Leadership and Physician Advisor Conference is November 18-20 in Huntington Beach, CA! Health plans and providers, this conference has everything you need.
Find out more here!

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:
Learn More!

Get ACMA News in the Palm of Your Hand

Join the conversation with ACMA! Text the keyword ACMA to 844-554-2497 to stay up to date on all the latest news and announcements, delivered straight to your phone!

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

2024 - October 13-19
2025 - October 12-18
2026 - October 11-17
2027 - October 10-16
2028 - October 8-14

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