CDMSC Role and Function Study Domains & Tasks

Domain I: Disability Case Management

Knowledge of:

1. Disability case management
2. Medical, functional, vocational, and psychosocial aspects of disability
3. Benefit systems and processes
4. Community resources
5. Multicultural considerations
6. Work/health behaviors
7. Psychosocial adjustment
8. Case documentation
9. Legal and ethical implications
10. Psychometrics

Skill in:

1. Gathering medical and vocational information and data
2. Administering, scoring, and interpreting assessment tools
3. Using accepted interviewing techniques
4. Interpreting case-specific local, state and federal regulations
5. Synthesizing data
6. Interpreting benefits system
7. Developing a case management plan
8. Maximizing community resources
9. Performing initial case assessments
10. Documenting case activities and results 

1. Disability case management
2. Medical, functional, vocational, and psychosocial aspects of disability
3. Medical terminology, treatment, and protocols
4. Community resources
5. Cost effectiveness and containment strategies
6. Health benefits
7. Legal and ethical implications

1. Gathering relevant case information
2. Analyzing data (e.g., benefits, medical reports, community resources, available financial resources).
3. Synthesizing information
4. Using medical terminology, treatments, and protocols
5. Adhering to standards of quality care

1. Disability case management
2. Interpersonal communication
3. Negotiation and conflict resolution strategies
4. Organizational development
5. Labor and management implications
6. Medical, functional, vocational, and psychosocial aspects of disability
7. Legal and ethical implications

1. Identifying key stakeholders
2. Developing partnerships with stakeholders
3. Using negotiation and conflict resolution techniques
4. Facilitating attitudinal and behavioral changes
5. Persuading stakeholders
6. Using return-to-work principles 

1. Job analysis techniques and methods
2. Medical, functional, vocational, and psychosocial aspects of disability
3. Ergonomics
4. Occupational information resources 

1. Collecting job-function data through observation, assessments, and interviews
2. Quantitative exertional and non-exertional job demands
3. Analyzing job-function data
4. Interpreting information (e.g., observations, records, and data for interviews)
5. Documenting job analysis

1. Medical, functional, vocational, and psychosocial aspects of disability
2. Classification of job functions and skills
3. Transferable skills analyses
4. Ergonomics
5. Modification and accommodation practices and strategies
6. Job development and placement
7. Career development
8. Employment practices
9. Labor and management relations
10. Benefit systems and processes
11. Return-to-work principles
12. Community resources
13. Conflict resolution
14. Legal and ethical implications

1. Gathering personal, vocational, and medical information
2. Interpreting functional, medical, and occupational information (e.g., FCE, JA)
3. Assessing psychosocial issues
4. Conducting ongoing job analyses
5. Using job modification and accommodation strategies and techniques
6. Synthesizing functional and job information
7. Identifying key stakeholders
8. Assessing business management and labor issues
9. Developing transitional work plan
10. Applying appropriate benefits
11. Coordinating key stakeholders via communication
12. Using conflict resolution techniques
13. Providing career and vocational counseling
14. Partnering with contracting vendors and stakeholders
15. Providing testimony

1. Counseling theories and techniques
2. Behavior change techniques
3. Helping skills
4. Medical, functional, vocational, and psychosocial aspects of disability
5. Personality and motivation
6. Multicultural considerations
7. Interpersonal communications
8. Legal and ethical implications

1. Performing initial and ongoing case assessments
2. Using interviewing techniques
3. Counseling interventions
4. Interpreting functional, medical, and psychosocial information 
5. Making referrals
6. Documenting case activities and results

1. Disability case management planning
2. Benefit systems and processes
3. Community resources
4. Employment practices
5. Labor and management relations
6. Legal and ethical implications

1. Interpreting medical and vocational information
2. Synthesizing information
3. Using community and benefit systems
4. Developing strategic plans
5. Employing cost containment strategies
6. Partnering with contracted vendors and stakeholders
7. Providing benefit counseling

1. Best-practices and disability management benchmarks
2. Evidence-based practice
3. Case management
4. Medical, functional, vocational, and psychosocial aspects of disability
5. Benefit systems and processes
6. Legal and ethical implications

1. Applying the principles of disability case management
2. Complying with established best practices
3. Interpreting data
4. Analyzing medical information
5. Synthesizing information
6. Interpreting benefit plans
7. Monitoring improvement
8. Identifying enablers and barriers to recovery

1. Case management
2. Time management strategies
3. Multicultural considerations
4. Legal and ethical implications
5. Cost benefit analysis (effectiveness and efficiency)

1. Adhering to ethical requirements in case management
2. Managing time and resources
3. Organizing case activities 
4. Using computer technology

Knowledge of:

1. Information data collection and systems
2. Documentation techniques and standards practices
3. Reporting requirements
4. Legal and ethical implications (e.g., confidentiality requirements, HIPAA)

Skill in:

1. Gathering personal, medical, and vocational information (e.g., interviewing techniques, clinical interpreting)
2. Using documentation systems
3. Preparing case notes and progress reports
4. Maintaining confidentiality and security
5. Disseminating reports and data effectively
6. Using computer technology
7. Preparing documentation for testimony

Domain II: Disability Prevention and Workplace Intervention

Knowledge of:

1. Productivity and disability prevention
2. Organizational development
3. Business management strategies
4. Labor relations
5. Human resources management
6. Adult learning
7. Group dynamics
8. Trend analysis methods
9. Change management strategies
10. Program evaluation and reporting
11. Financial and statistical modeling
12. Effective communications strategies

Skills in:

1. Conducting organizational assessments (i.e., labor/management relationships, communications, etc.)
2. Evaluating policies and procedures
3. Facilitating sponsorship by leveraging expertise of stakeholders
4. Advancing team development
5. Promoting behavior change
6. Implementing data collection strategies
7. Organizing information
8. Synthesizing information
9. Communicating a business case effectively
10. Managing financial resources
11. Using information systems
12. Implementing a continuous improvement approach to productivity and prevention

1. Labor/Management relations
2. Employment practices
3. Disability related laws/regulations/guidelines (i.e. ADA, FMLA, etc.)
4. Business management strategies
5. Organizational development
6. Health and disability trends
7. Ergonomics
8. Interpretation of medical information and functional capacity
9. Job analyses
10. Job modification, accommodation, and work hardening methodologies
11. Assistive technology
12. Psychosocial adjustment
13. Vocational counseling
14. Job development and job placement
15. Interpersonal communications

 Skill in:

1. Conducting organizational assessment
2. Evaluating policies and procedures
3. Managing human resources
4. Presenting the business rationale
5. Creating sponsorship
6. Synthesizing information
7. Applying labor relation laws
8. Partnering with contracted vendors and stakeholders
9. Facilitating team development
10. Managing financial resources
11. Budgeting
12. Facilitating behavioral and attitudinal change
13. Implementing data collection strategies
14. Interpreting disability, health and absence data
15. Communicating effectively with stakeholders
16. Using information systems
17. Applying occupational and functional information to transitional work
18. Identifying enablers and barriers to disability recovery
19. Implementing a continuous improvement approach to transitional work programs

Knowledge of:

1. Business management strategies
2. Organizational development
3. Employee practices
4. Disability related laws/regulations/
   guidelines (i.e. ADA, FMLA)
5. Job analysis
6. Vocational counseling
7. Psychosocial adjustment
8. Medical aspects of disabilities
9. Medical treatment and protocols
10. Ergonomics
11. Job site modification and task accommodation methodologies
12. Work hardening and conditioning
13. Assistive technologies

1. Conducting organizational assessment
2. Evaluating policies and procedures
3. Managing human resources
4. Presenting the business rationale
5. Creating sponsorship
6. Synthesizing information
7. Applying labor relation laws
8. Partnering with contracted vendors and stakeholders
9. Facilitating team development
10. Managing financial resources
11. Budgeting
12. Facilitating behavioral and attitudinal change
13. Implementing data collection strategies
14. Interpreting disability, health and absence data
15. Communicating effectively with stakeholders
16. Using information systems
17. Identifying enablers and barriers to disability recovery
18. Applying job modification and accommodation methodologies
19. Applying work hardening and conditioning methodologies
20. Using assistive technologies
21. Coordinating resources

1. Employment practices
2. Related federal, state and local regulations (e.g., ADA, FMLA, WC)
3. Business management strategies
4. Organizational development
5. Job analysis and job description
6. Career development
7. Vocational counseling
8. Psychosocial adjustment
9. Medical aspects of disabilities
10. Medical treatment and protocols
11. Ergonomics
12. Job modification and accommodation methodologies

1. Facilitating team development
2. Conducting organizational assessments
3. Presenting the business rationale
4. Synthesizing information
5. Coordinating resources
6. Partnering with contracted vendors and stakeholders
7. Communicating effectively with stakeholders
8. Communicating aggregated trend data regarding medical, vocational, and psychosocial factors
9. Using information systems
10. Facilitating behavioral and attitudinal change
11. Applying labor relation laws
12. Implementing data collection strategies
13. Interpreting vocational and medical data
14. Applying occupational information in worksite intervention
15. Managing human resources
16. Managing financial resources
17. Assessing work functions and behaviors
18. Conducting job analyses
19. Applying job modification and accommodation methodologies
20. Using assistive technologies
21. Collecting medical, functional, vocational, and psychosocial data
22. Interpreting functional capacity reports

1. Ergonomics
2. Job analysis
3. Safety and environmental health
4. Risk management
5. Employment practices
6. Health benefits
7. Related federal, state and local regulations (e.g., ADA, OSHA, Workers' Compensation, HIPAA)
8. Job modification and accommodation methodologies
9. Medical aspects of disabilities
10. Medical terminology, treatment, and protocols as related to risk analysis
11. Health and wellness

1. Evaluating policies and procedures
2. Applying labor relation laws
3. Implementing data collection strategies
4. Collecting medical, functional, vocational, and psychosocial data
5. Interpreting data
6. Synthesizing information
7. Presenting business rationale
8. Applying occupational information in worksite interventions
9. Assessing work functions and behaviors
10. Conducting job analyses
11. Applying job modification strategies
12. Using assistive technologies
13. Communicating effectively with stakeholders
14. Contracting effectively with vendors and stakeholders
15. Applying regular standards

1. Benefit plan designs and contracts
2. Related federal, state and local regulations (e.g., ERISA, FLSA, HIPPA)
3. Service delivery models
4. Business management strategies
5. Organizational development
6. Program evaluation and reporting

1. Conducting organizational assessments
2. Implementing data collection strategies
3. Collecting medical, functional, vocational, and psychosocial data
4. Evaluating policies and procedures
5. Interpreting disability, health, and absence data
6. Synthesizing information
7. Communicating effectively with stakeholders
8. Presenting the business rationale
9. Facilitating team development
10. Coordinating resources and services
11. Partnering with contracted vendors and stakeholders
12. Facilitating behavioral and attitudinal change
13. Applying labor relation laws
14. Managing human resources
15. Budgeting
16. Managing financial resources
17. Using information systems
18. Applying tools to evaluate efficiency and effectiveness

1. Medical aspects of disabilities
2. Health and wellness
3. Illness and injury prevention
4. Health and disability trends
5. Demographics' impact on health (e.g. gender- and age-specific issues)
6. Public health community resources
7. Program evaluation and reporting
8. Psychosocial adjustment
9. Personality and motivation
10. Multicultural considerations and work/health behavior
11. Organizational development

1. Conducting employee health risk assessments
2. Implementing data collection strategies
3. Interpreting disability, heath, and absence data
4. Evaluating policies and procedures
5. Managing human resources
6. Budgeting
7. Managing financial resources
8. Applying health and wellness strategies
9. Applying interventions to address mental health, substance abuse, and workplace stressors
10. Facilitating behavioral and attitudinal change
11. Partnering with public health, medical communities, contracted vendors, and stakeholders
12. Synthesizing information
13. Communicating effectively with stakeholders
14. Coordinating resources 
15. Using information systems
16. Evaluating training effectiveness

Domain III: Program Development, Management, and Evaluation

 Knowledge of:

1. Elements of a needs assessment
2. Program design, management, and evaluation
3. Qualitative and quantitative research design
4. Statistical applications
5. Federal, state, and local regulations
6. Public and private benefit systems and processes
7. Safety and risk management
8. Labor relations
9. Business and financial management
10. Human resources management
11. Business/corporate terminology
12. Organizational development 

Skill in:

1. Organizing and planning
2. Implementing data collection strategies
3. applying qualitative and quantitative measurements
4. Interviewing key stakeholders
5. Applying critical analytical skills
6. Applying health care/benefits terminology
7. Interpreting business and financial knowledge
8. Using benefit/personal service information
9. Applying the requirements of ADA, FMLA, OSHA, SSA, Medicare/Medicaid, EEOC, FLSA, ERISA, private disability plans, HIPAA, and workers' compensation
10. Using formal and informal communication skills sensitive to the corporation and individual culture
11. Synthesizing research
12. Maintaining ethical practice 

1. Cost/benefit and return on investment analyses
2. Best practices in disability management
3. Communication and presentation techniques
4. Financial and statistical modeling
5. Multicultural considerations
6. Impact of globalization
7. Personality and motivation

1. Identifying stakeholders
2. Soliciting feedback to validate stakeholder needs (valuing stakeholder needs)
3. Persuading stakeholders
4. Evaluating the effectiveness of programs
5. Gathering, synthesizing, and interpreting disability management program findings
6. Interpreting financial/risk data
7. Presenting qualitative and quantitative research
8. Comparing program data to best practices and evidence-based research and benchmarks
9. Targeting multi-level, multi-media communication strategies to stakeholder vested interest
10. Presenting data pertaining to variations across settings
11. Apply negotiation and conflict resolution skills
12. Recommending reward structures and implementation strategies in the program

1. Best practices in disability management
2. Logistics and integration in a corporate environment
3. Negotiation and conflict resolution
4. Operational and outcome metrics
5. Training and development
6. Statistical applications
7. Federal, state, and local regulations
8. Federal, state and local resources
9. Public and private benefit delivery systems
10. Time management principles and strategies                               

1. Negotiating with multiple stakeholders in the development and management of programs
2. Integrating metrics to assess outcomes
3. Project management to enhance program goals
4. Identifying rewards and incentives applicable to individual stakeholders
5. Dispute resolution
6. Evaluating stakeholders' learning styles
7. Applying training approaches that are sensitive to audiences
8. Incorporating community resources
9. Applying the requirements of ADA, FMLA, OSHA, SSA, Medicare/Medicaid, EEOC, FLSA, ERISA, STD, LTD, private disability plans, HIPAA and Workers' Compensation
10. Applying benefit design information to disability management programs

1. Leadership practices
2. Roles and functions of varied stakeholders
3. Organizational development
4. Effective communication and presentation
5. Individual and organization change
6. Personality and motivation
7. Statistical and financial modeling
8. Best practices in disability management
9. Program design, management, and evaluation

1. Applying leadership techniques
2. Applying advocacy techniques
3. Designing programs with rewards and incentives
4. Communicating effectively
5. Using effective presentation skills
6. Using personality and motivation assessment methods
7. Incorporating personality and motivations findings in program design
8. Applying concepts of organizational development and program design
9. Incorporating change strategies

1. Community resources and service delivery models
2. Program design and evaluation
3. Performance standards
4. Objective selection criteria
5. Contracting
6. Effective communications
7. Negotiation techniques
8. Statistical and financial applications
9. Qualitative and quantitative analysis
10. Best practices in disability management
11. Public relations

1. Researching community and business resources
2. Translating customer needs to vendor community
3. Persuading vendor community to respond to customer need
4. Maintaining relationships with a wide vendor community
5. Maintaining optimal transparency in the selection process
6. Applying analytical and critical thinking
7. Writing grants and requests for proposals
8. Responding to grant and proposal requests
9. Applying negotiation techniques
10. Developing business strategies and plans

1. Supervisory and leadership principles
2. Communication linkage and resources (e.g., Management Information Systems - MIS)
3. Qualitative and quantitative analysis
4. Statistical and financial application and modeling
5. Evidence-based practices
6. Best practices in disability management
7. Program design, management, and evaluation

1. Supervising and leading
2. Negotiating
3. Applying financial analytical methods and models
4. Decision making
5. Researching
6. Incorporating research findings into program design
7. Synthesizing financial data
8. Synthesizing outcomes data
9. Building effective teams
10. Integrating communication links among service providers

1. Commonly accepted benchmarks (e.g., disability management, business management
2. Management Information Systems (MIS) technologies
3. Qualitative and quantitative analysis
4. Statistical and financial applications and reporting
5. Cost containment
6. Best practices in disability management
7. Organizational development
8. Program design, management, and evaluation

1. Communicating effectively
2. Tracking cost, operational, and outcomes data
3. Applying Management Information Systems (MIS) tools
4. Utilizing electronic and computer resources

1. Program design and management
2. Formative and summative program evaluation methods
3. Change management strategies
4. Negotiation techniques
5. Qualitative and quantitative analysis
6. Statistical and financial applications and reporting
7. Best practices in disability management

1. Defining commonly understood metrics that reflect changes in disability management and business practices
2. Identifying appropriate sources of data and data collection strategies
3. Using data to provide meaningful metrics
4. Tracking data and reporting conclusions
5. Conducting formative evaluations
6. Conducting summative evaluations

1. Business plan and model
2. Management Information Systems (MIS)
3. Statistical and financial applications and modeling
4. Effective communication strategies
5. Communication tools and linkages
6. Organizational development
7. Best practices in disability management
8. Research-based programming

1. Integrating business plans and models with stakeholder interests
2. Applying implementation strategies
3. Using Management Information Systems (MIS) skills
4. Applying multiple communication media
5. Communicating effectively