Organizing resources

As the care manager begins to identify and gather resources, s/he will need to organize them in such a way that they are readily available when working with patients and easy to update as things change and new resources are added. Keeping resources updated is an important and ongoing task of the care manager. There are different ways in which resources can be organized: three-ring binders, file folders/cabinet, “Resource” folder located on the computer. We have observed care managers posting frequently used resources in their offices on bulletin boards.

Tips for putting it all together

  1. Identify existing resource guides – why reinvent the wheel? Check with your local hospitals, health departments, senior programs, recreation departments, chamber of commerce, etc.
  2. Work with others to identify resources. Talk with other care managers, practice team members, family, friends and even your patients! Tap into existing resources and your own experiences.
  3. Identify resource options that are low-or no-cost. Patients may not be able to afford the cost of a diabetes class, for example, or insurances may not cover certain costs.
  4. Search the Internet (e.g., Medicare.gov, American Heart Association, CDC.gov, etc.) for reputable resources.
  5. Personally visit community agencies. Set up a meeting, introduce yourself, describe your program, participate in a class (e.g., diabetes education), identify how best to refer patients to the agency. Are there financial or other requirements that must be met? Is there a contact person with a direct phone line for you as the care manager or the patient to call

Resource topics may include but are not limited to:

• Diabetes
• CHF
• COPD
• Asthma
• Weight management
• Depression
• Mental health/Counseling services
• Nutrition
• Physical activity
• Tobacco cessation
• Financial assistance programs (for medications, equipment, etc.)
• Transportation
• Home health services (e.g., Meals on Wheels)
• Rehab/skilled nursing facilities


Evaluate and update your resources regularly – it’s amazing how quickly resources change!
• Add new resources and share them with your team members
• Join a list-serve or request to be on a mailing list for updates, newsletters, etc.

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