Skip to main content

Case Management Benefit Scoring System

View the Toolkit
*Free registration is required to use the toolkits provided within HIPxChange. This information is required by our funders and is used to determine the impact of the materials posted on the website.


Caring for high-need, high-cost patients is an urgent concern within American health care delivery. Case management programs to improve quality and reduce costs for patients with complex needs are now being implemented across health systems. Yet multiple challenges exist in identifying the right patients to enroll in these programs.

Faculty from the University of Wisconsin-Madison (UW) have partnered with the UW academic health system (UW Health) to implement a benefit scoring system that is used to identify patients for enrollment into case management. The Case Management Benefit Scoring System Toolkit describes the implementation of this scoring system at UW Health.

Who should use this toolkit?

This toolkit is intended for researchers, healthcare administrators, and clinicians who are interested in understanding how a health system has implemented a strategy to identify patients for case management.

What does the toolkit contain?

This toolkit contains a flow chart of the process used by UW Health to assign priorities to each patient in their primary care population for enrollment into case management. The scoring system referred to in the flow chart was developed by faculty working at UW-Madison.

How should these tools be used?

The materials in this toolkit can be used to understand the process that a health system used to implement priority setting for enrollment of primary care patients into case management.

Development of this toolkit

The case management benefit scoring system was developed by faculty at the University of Wisconsin (UW) School of Medicine and Public Health (Multiple Principal Investigators: Maureen Smith, MD MPH PhD; Menggang Yu, PhD) and the UW Health Innovation Program.

This implementation project was supported by PCORI grants HSD-1603-35039 and ME-1409-21219. Additional support was provided by the UW School of Medicine and Public Health’s Health Innovation Program and the UW Health Office of Population Health. The content is solely the responsibility of the authors and does not necessarily represent the official views of any funders.

Please send questions, comments and suggestions to


Smith MA, Nordby PA, Yu M, Jaffery J. A practical model for research with learning health systems: Building and implementing effective complex case management. Appl Ergon. (in press)

Huling JD, Yu M, Smith MA. Fused comparative intervention scoring for heterogeneity of longitudinal intervention effects. Ann. Appl. Stat. 13 (2019), no. 2, 824--847. doi:10.1214/18-AOAS1216.

Toolkit citation

Smith MA, Yu M, Huling J. Case Management Benefit Scoring System Toolkit. UW Health Innovation Program. Madison, WI; 2019. Available at

UWSMPH Logo                  HIP logo

  • Doctor giving meds to elderly woman

Related Tools