333 NLRB 560
Salem Hospital
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
560
Salem Hospital and American Federation of State,
County and Municipal Employees, Council 93,
AFL–CIO, Petitioner. Case 1–RC–21224
March 9, 2001
DECISION ON REVIEW AND ORDER
BY CHAIRMAN TRUESDALE AND MEMBERS
LIEBMAN AND HURTGEN
On October 4, 2000, the Board granted the Employer’s
request for review of the Acting Regional Director’s De-
cision and Direction of Election solely with respect to his
finding that case managers who have an RN license may
be included in the existing RN unit.1 The National Labor
Relations Board has delegated its authority in this pro-
ceeding to a three-member panel.
Having carefully considered the record and the Em-
ployer’s brief on review, we reverse the Acting Regional
Director’s decision and find that since the case managers
are not required to be RNs, his inclusion in the existing
RN unit of only those case managers who have an RN
license was erroneous.
The Employer operates an acute care hospital. The
hospital employs 11 case managers, 7 of whom are li-
censed registered nurses (RNs) and 4 of whom are li-
censed social workers. The case manager classification
is new. It combines the duties previously performed by
the health coordinators who did utilization review and
social workers who did discharge planning.
The duties of all the Employer’s case managers are
typical of utilization review work and discharge planning
generally performed in hospitals: gathering information
from other professional staff and reading and interpreting
patient charts to determine if the care being given a pa-
tient is appropriate and reimbursable under the patient’s
insurance coverage; tracking the patient throughout the
stay; working with the patient to ensure efficient utiliza-
tion of health care resources; working with third-party
payors to ensure reimbursement to the hospital; and, in
planning discharges, working with liaisons from other
agencies and with third-party payors to transfer patients
and arrange for necessary care after discharge.2
One of the Employer’s health coordinators was a so-
cial worker; the others were RNs. All of the case man-
agers, including the social workers, are being trained to
perform both utilization review and discharge planning
functions.
1 In all other respects, the Board denied the request for review.
Member Hurtgen, dissenting in part, would have granted the Em-
ployer’s request for review in its entirety, i.e., he would review the
issue of whether case managers are supervisors.
2 Pocono Medical Center, 305 NLRB 398 (1991); Trustees of Noble
Hospital, 218 NLRB 141 (1975).
The Petitioner seeks to include the case managers who
are RNs in the existing RN unit.3 The Employer con-
tends that case manager RNs should be excluded from
the RN unit because RN licensing is not required for the
position, the position is not staffed solely by RNs, and
there are distinctions in community of interest between
case manager RNs and the Employer’s other RNs. The
Acting Regional Director found that the case manager
RNs, but not the case manager social workers, may be
included in the existing unit.
In determining whether to include utilization re-
view/discharge planning RNs in an RN unit, the Board
has relied on whether the employer requires RN licensure
for the position. Although the Board has not included all
RNs in a hospital RN unit regardless of function, the
Board generally has included in RN units those classifi-
cations which perform utilization review/discharge plan-
ning work where an employer requires or effectively
requires RN licensing for the job. Pocono Medical Cen-
ter, supra; Middletown Hospital Assn., 282 NLRB 541,
578 (1986); Frederick Memorial Hospital, 254 NLRB 36
(1981); and Trustees of Noble Hospital, supra. In cases
where utilization review/discharge planners were not
required by the employer to be RNs, the Board has ex-
cluded them from the RN unit. Charter Hospital, 313
NLRB 951, 954 (1994); Ralph K. Davies Medical Cen-
ter, 256 NLRB 1113, 1117 (1981); and Addison-Gilbert
Hospital, 253 NLRB 1010, 1011–1012 (1981). For
where RN licensing is not a job requirement, it must be
concluded that RN education and training is not neces-
sary to perform the job’s functions. Thus, the Board, on
a case-by-case basis, consistently and repeatedly has de-
termined unit placement of utilization review/discharge
planners based on the requirement of an RN license.
Here, the Employer does not require RN licensing for
the case manager position. The case manager may either
be an RN or a licensed social worker. Although the utili-
zation review functions were traditionally performed
predominantly by RNs, the work was also performed by
a social worker. Thus, the fact that the four current so-
cial worker case managers are being trained to perform
utilization review functions demonstrates that utilization
review work at the Employer’s facility does not require
an RN license. Contrary to the Acting Regional Direc-
tor’s finding, the Board’s Healthcare Rulemaking does
not warrant dividing the Employer’s case managers, who
perform or will be performing the same work, into sepa-
rate bargaining units based on whether they are holders
of an RN license. Although the Rulemaking found RN
3 The Petitioner seeks to have the Board conduct an Armour-Globe
election. Globe Machine & Stamping Co., 3 NLRB 294 (1934); Ar-
mour & Co., 40 NLRB 1333 (1942).
333 NLRB No. 71
SALEM HOSPITAL
561
units to be appropriate, it left the issue of the placement
in an RN unit to case-by-case adjudication.4 Further,
contrary to the Acting Regional Director’s finding, the
Rulemaking does not preclude an analysis of commu-
nity-of-interest factors in determining unit placement of
4 54 Fed.Reg. 16344 (placement decisions) (1989). The Acting Re-
gional Director noted that the collective-bargaining agreement de-
scribed the unit as comprising “all full-time and regular part-time
RNs,” and suggested that inclusion of the case managers holding an RN
license would be in order in view of the unit description. There is no
indication in the record that the collective-bargaining agreement’s
provision was applied to the health care coordinators who were licensed
RNs. Therefore, there is no evidence to establish that the parties
viewed the unit description as encompassing all RNs regardless of their
functions.
RNs. In the instant case, we find that the absence of a
requirement for RN licensure for the Employer’s case
manager position demonstrates that case managers, some
of whom hold an RN license, do not share a community
of interest with the existing RN unit.
ORDER
The Acting Regional Director’s finding that the Em-
ployer’s case managers who have an RN license may be
included in the existing RN unit is reversed and the case
is remanded to the Regional Director for further appro-
priate action.