Field-tested tips for case managers & working moms trying to do it all.
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June 29, 2025
Published
Let’s be honest—when most people think of case management, they imagine checklists, phone calls, medical appointments, and documentation. And they’re not wrong.
We’re trained to coordinate care, ensure compliance, obtain authorizations, and keep a million moving parts from crashing into each other.
But there’s something deeper.
Something no one tested us on during certification prep.
Something you don’t bill for, but you do every single day.
It’s called holding space.
And I believe it’s the most powerful thing a case manager can do.
To hold space means to be emotionally present for someone without judgment, without jumping in to fix, and without rushing them through their process.
It’s not just a clinical skill.
It’s a human skill.
You hold space when you sit quietly with an injured worker who’s just received news that their return-to-work date is being pushed back—again.
You hold space when a mother breaks down at a follow-up visit because she’s been caring for her injured son for six months with no break and no help.
You hold space when an adjuster is clearly overwhelmed and snapping on the phone, and instead of matching the energy, you stay steady, professional, calm.
Holding space isn’t about what you say. It’s about how you show up.
We’re not just managing cases.
We’re walking with people through seasons of uncertainty, pain, frustration, and healing.
And while it’s easy to get lost in the logistics, the best case managers know: connection is what makes the plan work.
When a client feels seen and heard:
• They’re more likely to trust the process
• They follow through with care plans
• They advocate for themselves
• And they engage with you as a partner, not just another person checking a box
The ROI of holding space isn’t just emotional—it’s clinical. It leads to better outcomes.
Here’s the truth: holding space is hard.
Especially when:
• You’re behind on documentation
• You’ve had five back-to-back appointments
• Your own child is sick
• You haven’t eaten since breakfast
• And the provider just asked you to “call and remind the patient about their own appointment”
You’re stretched thin.
You’re in go-mode.
And pausing to be emotionally present feels like a luxury you can’t afford.
But the truth is, the ability to hold space amidst all of that noise?
That’s what separates the overwhelmed case manager from the impactful one.
I had to learn this the hard way.
There were years when I ran on autopilot. I’d do all the right things clinically, but I knew something was missing.
So I started building in space. Not just for others—but for myself.
Here’s how I practice it now:
1. I slow down my response.
Before I say anything, I pause. I breathe. I create space inside myself so I can offer it to someone else.
2. I reflect back what I’m hearing.
Instead of rushing to offer a solution, I’ll say, “That sounds really overwhelming,” or “I can hear how important this is to you.”
That acknowledgment matters more than we think.
3. I leave room for silence.
Silence can feel awkward, but it’s often where the truth surfaces. Some of the most powerful moments I’ve had with clients came after I simply waited.
4. I manage my own emotions.
I ground myself before walking into a high-stakes conversation. Because I can’t hold space for others if I’m emotionally flooded myself.
5. I protect my peace afterward.
Holding space doesn’t mean absorbing everything. After a tough call or visit, I take 5 minutes to step outside, write a few words in a journal, or just sit with a cup of coffee and breathe.
A Lesson for the Whole Team
Holding space doesn’t just apply to clients.
We also hold space for:
• Physicians who are frustrated with system delays
• Adjusters who are juggling 200 claims
• Employers who want answers now
• Our coworkers who are burned out
• Ourselves—when we’re trying to be strong, but we’re carrying too much
Holding space is an act of leadership.
It elevates every interaction.
It builds trust.
It softens systems.
And it heals more than we realize.
You’ve done the scheduling.
You’ve followed up three times.
You’ve typed the report, answered the call, and checked in on the client who always says, “I’m fine” when you know they’re not.
You’ve held space a hundred times this week already—and you might not even realize it.
That ability to be present, steady, and compassionate—even when your own world is spinning?
That’s your superpower.
It doesn’t always show up on performance metrics.
It doesn’t always get praised in the meeting.
But it’s everything.
Let’s Normalize It
If you’ve ever felt like just “being there” wasn’t enough,
Let me remind you:
That moment you sat in silence with someone grieving? That mattered.
That phone call where you let someone vent before redirecting the plan? That mattered.
That time you showed up—not with all the answers, but with a calm presence? That mattered.
Holding space is not “soft.”
It’s not extra.
It’s essential.
Final Thought
You’re not just managing cases. You’re meeting people in moments that could define their health, their work, their lives.
And while you’re documenting and coordinating and following up and leading—
You’re also doing something sacred:
You’re holding space.
And in a system that too often feels cold, rushed, and fragmented—
That makes you a lifeline.
So keep showing up.
Keep holding space.
And don’t forget to hold it for yourself, too.
You deserve it.
Come on the journey while I navigate my caseloads of being a wife, mother, traveler, fashionista, and case manager.
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