Case Management
Improve care coordination and program effectiveness
Capture direct member feedback and get insights into communication, helpfulness, access, and health outcomes. Then act quickly to make measurable improvements.
Elevate program performance
Key features to power smarter case management
NCQA-aligned
Supports PHM, QI, and LTSS standards for accreditation.
Validated survey design
Core template with 19 scaled questions, open-ended feedback, and “red flag alert” options for immediate follow-up.
Flexible administration
Phone (recommended), mail, email, or mixed methodologies for optimal reach.
Customizable
Add up to four custom questions at no charge to meet plan-specific goals.
Actionable reporting
Executive summaries, segmentation, correlation analysis, dashboards, and case manager–level report cards.
Get your questions answered
What is the Case Management Satisfaction Survey?
It’s a standardized survey designed to assess member satisfaction and experiences with case management programs and their assigned case managers. It captures feedback on communication, helpfulness, access to care, program resources, and perceived health improvement.
Why should health plans use this survey?
Survey results provide crucial insights into program effectiveness, case manager performance, and member outcomes. They also support NCQA Health Plan Accreditation standards, ensuring compliance while identifying opportunities to improve care coordination and quality.
Which NCQA standards does this survey support?
- Population Health Management (PHM): Measuring effectiveness.
- Quality Management and Improvement (QI): Identifying opportunities to improve.
- Long-Term Services and Support (LTSS): Member experience with case management.
What type of reporting will we receive?
You’ll get comprehensive reports that can include an executive summary, trending comparisons, segmentation and correlation analysis, dashboards, and even case manager–level reporting.
A health plan suite, built on insights and action
Member Journey
Capture member feedback in the moments that matter and get real-time insights into how to fix pain points, deliver seamless, personalized experience, and close the loop quickly.
Net Promoter Score
Get a reliable view of member loyalty to measure, analyze, and improve loyalty and experience in one program.
Medicare CAHPS
Ensure regulatory compliance—from sample validation to survey administration and reporting—while unlocking insights that directly impact member experience.
Health Outcomes Survey
Capture Medicare Advantage members’ reports of their physical and mental health over time.
Stars Monitor
Understand the complexity of Stars math and the results of CMS changes.
Predictive Analytics
See beyond survey results and model satisfaction, disenrollment risk, and key CAHPS measures at the member level.
Provider Verification
Take the pressure off your team with a proven, audit-ready process that ensures accuracy, supports accreditation, and improves provider directory data at scale.
Behavioral Health (OPMH)
Get actionable insights into outpatient mental health and substance-use services, including telehealth—so you can close gaps, strengthen access, and drive meaningful outcomes.
Advanced quality through insight
