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Leading Case Management Through Communication and Systems Thinking

Healthcare Business Review

Alison Boone, MSRN, CCM, Director of Case Management, Mass General Brigham
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Communication as the Foundation of Leadership Growth


As I reflect on my development as a case management leader, one core skill stands out as the foundation of my growth: effective communication. While transparency, teamwork and dedication to patients shape the way I lead, it is communication that enables each of these attributes to function in harmony and create meaningful impact.


Communication has been the skill that connects my goals with my actions and the needs of patients with the efforts of the care team. It is through clear, honest dialogue that I cultivate transparency, ensuring that staff feel informed, supported and aligned with organizational expectations. By communicating openly, I help build a culture where challenges are acknowledged early, successes are shared and continuous improvement is embraced.


My commitment to teamwork is strengthened by communication as well. Facilitating discussions, encouraging diverse perspectives and creating space for feedback allows the team to collaborate effectively and remain focused on shared outcomes. I’ve learned that a leader’s ability to listen is just as important as the ability to speak—both are necessary for trust, cohesion and forward progress.


Above all, communication is the bridge to patient-centered care. By ensuring that patient needs, preferences and barriers are understood by the entire care team, I help support individualized care plans that honor dignity and promote better outcomes. Whether coordinating transitions of care or advocating for vulnerable populations, communication remains essential in aligning all efforts toward what matters most: the well-being of our patients.


In many ways, communication has been the skill through which my dedication, integrity and collaborative spirit have taken shape. It has not only guided my leadership journey but also empowered me to create an environment where transparency thrives, teamwork is strengthened and patient care remains at the heart of every decision.


Structuring Complex Cases for Continuity and Progress


It is imperative that a case management leader assists staff in keeping complex patient cases organized and moving smoothly across teams. The case manager’s work blends systems thinking, communication and real-time problem solving. Upon admission, an assessment is done to clarify the patient’s condition, home atmosphere, set goals, timelines and discharge criteria.


The case manager leads the team in interdisciplinary rounds daily, as well as care conferences. They translate medical decisions into operational next steps. The case manager must anticipate delays and conflicts and address them quickly, offering resolutions to prevent delays. The CM also monitors milestones, keeping the team on track for discharge coordination. They plan next steps, home versus rehab, equipment, medications, follow-up appointments and home services.


Communication is the bridge to patient-centered care. By ensuring that patient needs, preferences and barriers are understood by the entire care team, i help support individualized care plans that honor dignity and promote better outcomes.


CMs also address social determinants of health issues, such as housing or food insecurity, transportation gaps or language barriers. They engage social work and community services and act as patient advocates. The CM must keep non-medical barriers from stalling the medical progress of admission. The patient and family must be kept informed and aware of the next steps in the planning process.


When necessary, it is imperative that the CM escalate issues to administration if conditions such as the patient being uninsured or in need of guardianship exist. The CM is the hub of the team, ensuring that the hospital stays on track without delay and ensuring that steps are in place to face challenges and delays. When done well, proper case management leads to shorter lengths of stay, fewer readmissions and better patient experience.


Creating Trust and Collaboration Across Multidisciplinary Teams


Building collaboration and trust among multidisciplinary care teams requires intentional structure, shared purpose and everyday behaviors. Patient outcomes must be the anchor of all collaborations as well as shared goals. Trust grows when everyone agrees on why they are working together and every role is important in the relationship. Consistency builds trust, so daily interactions in multidisciplinary rounds using a standard communication tool helps reinforce collaboration.


Trust increases when people know both what is expected of them and that their expertise is respected. Teams collaborate best when people feel safe to speak up, so constructive responses without blame are necessary. Conflict is normal and avoidance damages trust, so establish clear pathways for raising and addressing concerns. Use neutral facilitators when needed. It is important to focus on processes, not personalities. Ensure follow-through and feedback. Use shared decision-making whenever possible. Make sure you are visible, accessible and consistent. Finally, give credit publicly and feedback privately.


Collaboration and trust don’t happen by chance in hospitals, they are built through structure, leadership and culture. When teams share goals, communicate consistently, feel safe speaking up and are supported by leadership, trust becomes part of daily practice.


Supporting Teams Through Pressure With Presence and Practical Action


Supporting a team under the pressures of modern healthcare takes intentional, consistent leadership. The most effective strategies balance emotional support with practical system fixes. Some approaches that work across clinical settings include: encourage speaking up without fear of blame.


Lead With visibility and presence. Be accessible on the floor, not just in meetings. Check in informally, not only during crises and listen more than you speak, especially during tough shifts. Foster team connection. Encourage peer-to-peer support and mentoring. Debrief after difficult cases. Celebrate small wins and patient impact, not just metrics.


Connect Staff to Real Resources. Normalize use of mental health and EAP services as needed. Make access easy and stigma-free. Follow up with staff—resources matter only if people can use them.


Developing the Next Generation of Case Management Leaders


Professionals aiming to lead in case management need to combine clinical insight, systems thinking and people-centered leadership. You must master the foundations of Case Management. Strong leaders are credible practitioners first. Develop a deep knowledge of assessment, care planning, coordination, advocacy and evaluation. Stay current with evidence-based practices, regulations and ethical standards. Understand the full continuum of care and how clients move across systems.


Lead with a client-centered approach. Effective case management leadership prioritizes outcomes that matter to clients. Address social determinants of health and systemic barriers. Use data and client feedback to improve access, quality and equity. Foster respectful partnerships with clinicians, social workers, payers, community agencies and families. Communicate clearly across disciplines and resolve conflicts constructively. Create shared goals and accountability among diverse teams.


Lead with integrity and emotional intelligence. How you lead matters as much as what you do. Demonstrate ethical decision-making, transparency and accountability. Practice empathy, resilience and self-awareness—especially during high-stress situations. Support staff well-being to reduce burnout and turnover. Embrace innovation and technology. Modern case management leadership requires adaptability. Leverage technology, data analytics and care coordination tools effectively. Encourage innovation while maintaining quality and compliance. Prepare teams for change through education and support.


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