Case Manager 585-05-60-15

(Revised 12/1/08 ML #3159)

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Roles and Responsibilities Service Activities:

  1. Assist the individual/family by providing information, referral, and support to them.

  2. Would provide a variety of activities such as case planning, on-going monitoring and review of supports and services to promote quality and outcomes, and planning for and implementing changes in supports and services and right of appeal.  

  3. Would assure that support for individual/family requests fall within the scope of programs, while promoting reasonable health and safety.

  4. Would assist in the coordination of identifying multiple services both formal and informal, along with obtaining/ applying for identified services.  

  5. Would ensure goals and needs are being met by meeting with the individual/family at least  every 90 days to review case plan and assure supports are successful in reaching the goals of the family. (include emergency backup plan)

  6. Would ensure the review of rights are signed to include the assurance of family being informed of their rights and    (on top of case plan).

  7. To document the choice of services for individuals requesting a HCBS waiver verses Institutional care.     (on top of case plan)

  8. Meet face to face with individual/family at least every 90 days; this would include:

  1. review of progress,

  2. satisfaction with services,

  3. identify barriers,

  4. discuss an action plan to resolve outstanding issues, and

  5. provide emotional support and assistance to problem solving as needed.

  1. If family is receive service quarterly CM must contact family monthly.

  2. Other interactions may consist of phone calls or accompanying consumer to supports agency assisting with completing paperwork and any other assistance identified in case plan.

  3. Attend/participate in individual educational planning (IEP) if invited by legally responsible caregiver.

  4. Case Management would support/educate families regarding their role and responsibility on self directing their child’s services. (condensed maroon manual)

  5. Complete  and distribute quality Enhancement Reviews(QER’S).

  6. Enter authorizations, amendments and step ons as needed.

  7. Assist family with any questions concerning budget  and distribute fiscal agent packet.