Mentorship Overview
This 8-week coaching program is Step Two in our three-part career pathway for Workers’ Compensation Nurse Case Management. It’s designed to deepen your skills, reinforce your knowledge, and prepare you for hands-on application in the internship phase.
Through structured, one-on-one coaching with an experienced Workers’ Compensation expert, you’ll learn how to manage cases from start to finish, master documentation and treatment planning, and develop conflict resolution strategies that balance patient advocacy with organizational requirements.
Program Details
- Duration: 8 weeks
- Session Length: 1 hour/week
- Goal: Equip nurses with the confidence, competence, and case management skills to excel in Workers’ Compensation.
Program Outline
- Session 1 – Introduction to Workers’ Compensation & Case Management
- Session 2 – The Claims Process and Legal Framework
- Session 3 – First Steps: Three-Point Contact, Early Intervention & Initial Update Email
- Session 4 – Managing Treatment Plans and Return to Work (ODG Integration)
- Session 5 – Medical Documentation and Report Writing (with Report Examples)
- Session 6 – Building Relationships with Key Stakeholders
- Session 7 – Conflict Resolution and Advocacy in WC
- Session 8 – Catastrophic Case Management: Putting It All Together
About the Instructor:

Lori Schellenberg RN CCM comes from over 20 years as a Certified Case Manager, in Worker’s Compensation. She learned about Worker’s Compensation first from the Employers side, as an Occupational Health Nurse, developing an Occupational Program for a very large manufacturing facility. There she learned about safety, return to work, and the insurance process. This led her to transition to Worker’s Compensation Case Management. In that role she worked for several case management companies, managing cases, developing programs and marketing those programs. She set case management standards and helped launch quality initiatives. She developed orientation and training programs for new case managers and mentored them. Lastly, she worked on the provider side, developing and implementing a Worker’s Compensation Program for an Orthopedic Surgeon.
Lori is the Founder of Stepping Stone Advocacy Services.
Curriculum
- 3 Sections
- 10 Lessons
- 8 Weeks
- How to Schedule Your Coaching Sessions1
- Outline of the Program8
- 2.1Session 1 – Introduction to Workers’ Compensation & Case Management
- 2.2Session 2 – The Claims Process and Legal Framework
- 2.3Session 3 – First Steps: Three-Point Contact, Early Intervention & Initial Update Email
- 2.4Session 4 – Managing Treatment Plans and Return to Work (ODG Integration)
- 2.5Session 5 – Medical Documentation and Report Writing (with Report Examples)
- 2.6Session 6 – Building Relationships with Key Stakeholders
- 2.7Session 7 – Conflict Resolution and Advocacy in WC
- 2.8Session 8 – Catastrophic Case Management: Putting It All Together
- Mentoring & Coaching Program Completed1