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Case Management Standards & Best Practices

Learn how to structure case management services and conduct effective intake to provide effective, individualized care.

This two-day certification course is designed to enhance the skills of both new and experienced case managers and teams in alignment with NABITA’s best practices. It provides a valuable framework for case managers and BIT/TAT/CARE team members actively involved in case management to establish standard operating procedures.

With a comprehensive focus on the 24 NABITA Standards of Case Management, the course covers all aspects of non-clinical case management in the higher education setting. Participants will gain a deep understanding of the structural, procedural, and quality assurance and assessment aspects, ensuring a thorough grasp of the subject matter.

The training delves into integrating these practices within a team setting, framing case management as a holistic process. Approaching case management as a standardized, dynamic process allows practitioners to meet the unique needs of each individual while emphasizing the importance of connecting resources and enhancing overall well-being. This encompasses defining the scope of case management services, including addressing referral concerns and assigning suitable staff members based on their relationship with the individual, expertise, and capacity to assist. Moreover, it includes defining the scope of case management services, determining the structure of services, conducting effective intake and follow-up appointments, closing cases, and adhering to the highest documentation standards. This training is highly recommended for any professional involved in case management, not just for those who are part of or setting up a case management department.

In this course, you will:

  • Expand understanding of case management as a defined process and/or position, with specific expectations related to standards of practice
  • Learn approaches to ensure case management is effectively connected to the BIT
  • Gain practical strategies for case management processes and 1:1 service delivery
  • Develop an ability to confidently evaluate case management processes and identify opportunities for growth based on implementation of the standards
  • Gain meaningful guidance for creating, augmenting, or improving case management functions at your institution

Who should attend?

  • Case Managers
  • BIT/CARE/TAT Members
  • Staff currently doing case management without the formal title
  • Administrators who supervise case managers
  • Departments looking to implement case management strategies or hire a case manager
  • Student Affairs staff such as Conduct Officers, Residential Life staff, Deans of Students

Virtual Instructor-Led

Live, Interactive Online Training

  • $1,239 Member
  • $1,549 Non-Member

Hide Details & Schedule


  • September 9 - 10: 10:00am - 5:00pm ET Register
  • December 4 - 5: 10:00am - 5:00pm ET Register


*You must attend all dates in your session to receive credit for attendance.

Multi registration discounts are provided on a sliding scale based on the applicable registrations on the same order. Individualized discounts are as follows:

  • 1st registration – full price of registration
  • 2-4 registrations – 15% discount per line item
  • 5+ registrations – 25% discounted per line item

Please create your order, click the 'Pay Later' option upon checkout, and reach out to for the discounts to be applied.

If you are interested in consulting options, please contact for personalized assistance.

Training & Certification Course registration fees include:
  • Attendance for each day of training or access to eTraining course for three months
  • An extensive course-specific selection of articles, customizable forms and templates, case studies, videos, and more
  • Instructional slides or transcript for eTraining
  • Access to NABITA content experts
  • Ability to interact with faculty and attendees via course discussion and activities
  • Certification upon corresponding course completion

To obtain certification from NABITA, you will need to sign in to your Event Lobby each day of training and attend the whole event. It is our expectation that you are present for the entire duration of your training course. Certification will only be provided once NABITA has verified attendance through the Event Lobby.

Please allow 7-10 days following the completion of the course and then log in on our website and visit the My NABITA page to access the Continuing Certification Credit (CCC) program system. Please follow the instructions on the webpage to obtain your certification. Our CCC program allows those certified by NABITA to track, maintain, and extend their professional development through our programs.

PLEASE NOTE: Certification refers to attendance at a qualifying event; TNG cannot speak to individual attendees’ knowledge, expertise, or command of the material.