I am flattered to be chosen as the member spotlight for our chapter!  I have been a certified CCM for the last 5 years and have been managing case managers or educating them equally as long.  While ironically I have never actually held the title of a “case manager”, I have actually been a case manager since I became a mom to a special needs daughter back in 1992.  My daughter was born with multiple congenital heart defects, later to be diagnosed with, at that time a rare birth defect called Velo-Cardio-Facial Syndrome.  A chromosome 22 defect that mimics in some ways DiGeorge Syndrome.  I happened to take my daughter and son to our Children’s hospitals geneticist asking if there was some relation between my son’s brain cavernous hemangiomas and my daughter’s hear disease….this was the beginning of my thinking like a care manager and being a care manager.  Since that time I have case managed her through 4 open heart surgeries, a pace maker, 3 artificial heart valves and irregular hypercoagulation therapy.  Real life experience does teach you how to be a better nurse and case manager!  I currently am responsible for managing and transforming the case management team and program at UC Health’s OBGYN consisting of RNCM, CHW, Tobacco Cessation specialist and Patient Navigators.  Our goal is to improve infant and maternal morbidity and mortality rates in the Hamilton county area, especially for the women of color, whose rates are three times higher than any other. 

What do I love about our Chapter?  I love the chapter’s conferences.  I find these conferences a great way to network, learn new information, find local resources and meet other case managers who help resolve problems that I can connect with in the future.  They are also a great way to get our CCM hours without breaking the bank.  This year it will be especially nice following Covid to get back to something a little more “normal” and actually going to a conference.  While I am disappointed that I will not be able to attend this year (we have Notre Dame tickets for the UC vs ND game at ND), I hope to see you at the next conference or perhaps at a virtual lecture that the chapter offers from time to time.  We have a great group of people who want to build a great case management network.  Let’s get it started!

Lisa Niestadt is currently a Health and Social Services Manager for United Healthcare. Her passion is and always has been working in Case Management to help members be their healthiest and have their best quality of life. Lisa has worked in the Managed Medicaid world for the last 20 years. She has been involved in many areas, but CM has been her primary focus. Lisa has a real passion for assisting the Medicaid population. 

Lisa has enjoyed participating and being a part of the Case Management Society of America at both the National and local chapter levels. Lisa served as the Local Chapter President of the Derby City Chapter of CMSA for approximately 3 years. She currently serves as a Board member on the Southern Ohio Valley chapter of CMSA. Lisa thinks being a part of CMSA and sharing in the support, education, and career/networking opportunities is extremely important for all Case Managers. CMSA offers so much support and encouragement for Case Managers.

Accomplishments include June 2017: Abstract “Helping the Medicaid Population to Stay Healthy at Home”; selected for poster presentation at 2017 National CMSA Annual Conference. June 2018:  Co-presenter of “Community Health Workers: Bringing Value to the Collaborative Care Team” at 2018 National CMSA Annual Conference

Lisa currently resides in Louisville, KY with her husband of 39 years. She has 3 adult daughters, and 7 grandchildren. Lisa loves to garden, walk, and spend time with her family, especially her grandchildren.



Case management is a collaborative process of assessment, planning, facilitation, care coordination, evaluation, and advocacy for options and services to meet an individual’s and family’s comprehensive health needs through communication and available resources to promote quality, cost-effective outcomes.


We envision case managers as pioneers of healthcare change, key initiators of and participants in the healthcare team who open up new areas of thought, research and development, leading the way toward the day when every American will know what a case/care manager does and will know how to access case management services.


The underlying premise of case management is based in the fact that when an individual reaches the optimum level of wellness and functional capability, everyone benefits: the individuals being served, their support systems, the health care delivery systems and the various reimbursement sources.

Case management serves as a means for achieving client wellness and autonomy through advocacy, communication, education, identification of service resources and service facilitation. The case manager helps identify appropriate providers and facilities throughout the continuum of services, while ensuring that available resources are being used in a timely and cost-effective manner in order to obtain optimum value for both the client and the reimbursement source. Case management services are best offered in a climate that allows direct communication between the case manager, the client, and appropriate service personnel, in order to optimize the outcome for all concerned.

Certification determines that the case manager possesses the education, skills and experience required to render appropriate services based on sound principles of practice.


The Case Management Society of America is the leading membership association providing professional collaboration across the health care continuum to advocate for patients’ well being and improved health outcomes through:

  • Fostering Case Management growth and development
  • Impacting health care policy and
  • Providing evidence-based tools and resources
  • Welcome new members (call and write) and review benefits, answer questions
  • Contact expiring members (call and write) to renew membership
  • Call/write non-members after meetings (thank for attending, encourage to join, etc)
  • Maintain membership list database
  • Circulate at meetings to make all attendees feel welcome
  • Work membership information table at chapter meetings
  • Develop/implement recruitment and retention activities for National CM Week
  • Send holiday greeting cards
  • Develop membership directory
  • Develop New Member Orientation program and schedule quarterly for new members
  • Communicate w/ other chapters on ideas, tips, etc. for recruiting/retaining membership
  • Report on committee activities and recommendations to Chapter Board of Directors
  • Develop and distribute meeting notices
  • Handle registrations for meetings (log registrations, answer Q/A’s, etc)
  • Work registration table at chapter meetings
  • Develop ideas, themes, etc for meetings
  • Tabulate meeting evaluations
  • Prepare handouts for meetings
  • Communicate w/ other chapters on ideas, tips, etc. for chapter meetings
  • Report on committee activities and recommendations to Chapter Board of Directors
  • Assess needs of membership
  • Identify speakers and educational topics
  • Contact speakers
  • Obtain CNE/CCM continuing education
  • Report on committee activities and recommendations to Chapter Board of Directors
  • Define and develop levels/types of sponsorships
  • Identify sponsorship opportunities
  • Send out sponsorship information and letters of interest
  • Follow up on solicited calls/mailings
  • Follow-up on unsolicited calls/inquiries from interested companies/sponsors
  • Communicate w/ other chapters on ideas, tips, etc. for effectively recruiting and retaining sponsorships
  • Report on committee activities and recommendations to Chapter Board of Directors
  • Develop press releases as needed
  • Create sponsorship solicitation forms
  • Develop materials to recognize sponsors
  • Develop chapter logo and stationary
  • Develop newsletter for chapter members
  • Develop/implement PR activities for National CM Week
  • Communicate w/ other chapters on ideas, tips, etc. for promoting local chapter
  • Report on committee activities and recommendations to Chapter Board of Directors
  • Communicate w/ other chapters on ideas, tips, etc. for successful conferences
  • Communicate w/ other committee chairs on regular basis to coordinate chapter efforts
  • Work with conference facility, sponsors, etc to coordinate conference
  • Develop brochure/conference materials
  • Communicate w/ other chapter contacts on ideas, tips, etc.
  • Communicate w/ other chapters on ideas, tips, etc. for planning successful annual conference
  • Report on committee activities and recommendations to Chapter Board of Directors

Coming Soon!

  • Update website with documents/information as directed by Board
  • Identify needed information or functionality on website to meet member needs
  • Communicate w/ other chapters on ideas, tips, etc. for website development/maintenance
  • Report on committee activities and recommendations to Chapter Board of Directors

Board Of Directors

President – Janet Coulter

Past – President – Mary Beth Newman

Treasurer- Joan Sevy Majers

Treasurer – Elect – Peggy Berry

Secretary- Kathy Barrows

Secretary – Elect – Open

Board Director- Barbara Mackey-Zeigler

Secretary – Elect – Open

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