Case-Mix Planner™
Transforming Patient Assessment into More Effective Care Planning
The Case-Mix Planner™ helps strengthen the relationship between the OASIS assessment and the Plan of Care (POC)—helping clinicians translate documented patient needs into more deliberate, consistent, and supportable care-planning decisions.
By making the relationships among assessment findings, planned services, visit frequencies, resource utilization, reimbursement, and agency-specific costs more visible, the CMP helps organizations make better-informed decisions before care is delivered.
Request a DemonstrationThe connection
Shouldn’t the Plan of Care Reflect What Was Learned During the Patient Assessment?
The OASIS assessment contains extensive information about a patient’s clinical condition, functional limitations, risks, and service needs.
Yet translating that information into a thoughtful POC is not always straightforward.
Assessment findings
Influence the Plan of Care.
Plan of Care
Establishes anticipated services and visit frequencies.
Visit frequencies
Determine resource utilization.
Resource utilization
Affects the cost of delivering care.
Patient characteristics
Influence reimbursement.
Connected outcomes
Affect both patient care and agency performance.
Product definition
What Is the Case-Mix Planner?
The Case-Mix Planner is a web-based decision-support and training platform designed specifically for home health.
It provides clinicians, managers, and agency leaders with a structured way to evaluate how patient assessment findings translate into a proposed POC—including the disciplines, services, and visit frequencies expected to be required.
The objective is not to make care-planning decisions for the clinician. It is to support more deliberate, informed, and consistent decisions.
A practical workflow
How the CMP Supports Care Planning
Begin With the Patient Assessment
The process begins with what the clinician learned through the OASIS assessment.
Develop the Proposed Plan of Care
Identify the disciplines, services, and visit frequencies believed appropriate.
Make the Relationships Visible
Visualize assessment findings, utilization, reimbursement, and agency-specific costs.
Consider Alternatives
Evaluate scenarios while retaining clinical discretion and patient needs at the center.
Compare Planned and Actual
Compare the resources expected with those actually used during care delivery.
Once familiar with the CMP, users can complete many care plans in moments—often in less than 60 seconds.
Resource utilization
Supporting Appropriate Resource Utilization
An additional visit may appear insignificant when considered by itself. When unnecessary visits occur across numerous patient encounters, however, the cumulative cost can become substantial.
More appropriate utilization is not achieved by imposing a predetermined patient budget.
One unnecessary visit
Repeated across many encounters
Hidden Utilization Costs
Which can become significant over time.
Organizational learning
Building Organizational Knowledge Over Time
Each saved CMP encounter becomes part of an organizational database that can be downloaded for further analysis.
As the database grows, the value of the accumulated information can grow with it. Each saved encounter contributes to the organization’s understanding of its own care-planning patterns.
Professional development
Supporting Clinical Education and Development
The CMP can also serve as a practical training and professional-development platform.
- Connect OASIS findings with care planning
- Evaluate alternative service patterns
- Identify training opportunities
- Develop greater care-planning consistency
The purpose is not to standardize every patient into the same POC. Each patient remains unique, and so should their care.
Clear boundaries
What the CMP Is
What It Is Not
The Case-Mix Planner is
- A structured care-planning decision-support platform
- A way to strengthen the relationship between OASIS and the POC
- A training and professional-development resource
- A source of agency-level operational insight
The Case-Mix Planner is not
- A substitute for clinical judgment
- A predetermined patient budget
- A directive to reduce necessary care
- A one-size-fits-all treatment model
Patient needs remain the primary driver of the POC.
See it in action
See the Case-Mix Planner in Action
Discover how the CMP can help your organization strengthen the relationship between patient assessment and care planning, improve utilization oversight, minimize Hidden Utilization Costs, and build a growing foundation for internal analysis and improvement.
Request a Demonstration