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Addressing Spiritual and Religious Influences in Care Delivery

LeDoux, Jeannie, RN, BSN, MBA, CCM, CPHQ, CTT+; Mann, Chikita, MSN, RN, CCM; Demoratz, Michael, PhD, LCSW, CCM; Young, Jared, PsyD, LCSW, CCM, CADC

doi: 10.1097/NCM.0000000000000346
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Purpose: The impact of spiritual and religious factors on health and care delivery has been identified in case management field research. The purpose of this article is to examine how case managers, taking a holistic, patient-centered approach, are required under professional and ethical standards to address the spiritual and religious influences that may impact the individual's health, care choices, and care delivery.

Primary Practice Settings: Case managers across health or human services must be able to identify and address the spiritual and/or religious factors that may influence a care plan and care delivery. This includes case managers in acute care, primary care, workers' compensation, hospice, mental health counseling, and other practice settings. Regardless of their professional discipline, specialization, or practice setting, case managers must ensure that the voice of the individual is heard and that each person receives the support that is most relevant and meaningful.

Implementations for Case Management Practice: The impact of spiritual and religious factors on health and care delivery has been identified in case management field research, known as role and function studies, which are conducted every 5 years, and which set the blueprint for the Certified Case Manager (CCM) certification examination. The most recent role and function study affirmed the knowledge domain of multicultural, spiritual, and religious factors that may affect the health status of the individual receiving case management services. Essential activities of case management include identifying multicultural, spiritual, and religious factors that may affect the client's health status and incorporating the effects of the client's multicultural, spiritual, and religious factors in the development of the plan of care and service delivery (H. Tahan, A. Watson, & P. Sminkey, 2016). To demonstrate competency in the required knowledge domain and essential activities, case managers must be able to identify and address the spiritual and/or religious factors that may influence a care plan and care delivery.

Jeannie LeDoux, RN, BSN, MBA, CCM, CPHQ, CTT+, is the 2018–2019 chair of the Commission for Case Manager Certification, the first and largest nationally accredited organization that certifies more than 45,000 professional case managers and over 2,600 disability management specialists. She is also a Senior Clinical Educator at MCG, part of Hearst Health. Her professional work includes work with diverse cultures and with special needs and complex medical issues. She also has extensive experience working with the military.

Chikita Mann, MSN, RN, CCM, is a CCMC Commissioner and serves as 2018–2019 Secretary. She is also a disability RN case manager for GENEX Services Inc., for the State of Georgia, responsible for workers' compensation, short- and long-term disability, and legal nurse consulting. Her areas of expertise are cultural competency, worker compensation case management, medication reconciliation, and virtual case management.

Michael Demoratz, PhD, LCSW, CCM, is a CCMC Commissioner. With more than 35 years of clinical experience as a social worker in end-of-life care, he currently works for the MemorialCare Hospice and Palliative Services in Orange County, California.

Jared Young, PsyD, LCSW, CCM, CADC, is a CCMC Commissioner and serves as 2018–2019 Treasurer. A psychologist, Young has over 20 years of clinical experience in mental health and substance abuse treatment and behavioral health and physical health managed care, and works in Pennsylvania.

Address correspondence to Jeannie LeDoux, RN, BSN, MBA, CCM, CPHQ, CTT+, Commission for Case Manager Certification, 1120 Route 73, Ste 200, Mount Laurel, NJ 08054 (ccmc@ccmcertification.org).

The authors report no conflicts of interest.

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