Add or Manage a Client's Case Manager

Adding or managing a Client's Case Manager is quick and easy. 

This article will explain the role of a Case Manager, as well as how to add and manage the Case Manager. 

👉 Jump To [Role of the Case Manager]  [Add/Manage Case Manager] 

Role of the Case Manager

• The Case manager is the rendering provider, which is the name that goes on claims in most circumstances. 
• In general, the case manager is also the person clinically responsible for that client's service category, meaning the client is on this clinician's caseload (e.g., the responsible BCBA for ABA or the responsible SLP for ST).
• The case manager must be credentialed/enrolled with the client's payor.
  • If the person responsible is not credentialed/enrolled yet, then the Case Manager needs to be someone else who will take clinical responsibility for the client. We recommend that this person be familiar with the case and provide care at least once a month, rather than just signing off on services.
• Each Client must have a Case Manager for all service lines (e.g., if ST and ABA services are provided, each category must have a Case Manager). 
• Each Case Manager must have a start date at least 24 hours before the first appointment.
• You will only need to change the Case Manager if the rendering provider needs to change.
  • You do not need to change the Case Manager if the Case Manager goes on vacation.
     

⬆️[Back to Top]

Add or Manage the Case Manager

To Add a Case Manager: 

1. Navigate to the Clients Module in the left side menu.
2. Search for the Client.
3. Click the Client's name > Clinical tab. 
   
   
   
   

1. Click + Add to add a Case Manager. 
   
   

2. Fill out the required information marked by red asterisks and click Save. 
   
   

    

3. Click the three dots next to the Case Manager to edit/remove that Case Manager. 
    

⬆️[Back to Top]

To Manage a Case Manager:

1. In the Client's profile, click the three dots next to the Case Manager's name. 
2. Click Edit.
   
   
3. Edit the information that needs to be changed.
4. Click Save.  
   
   

⬆️[Back to Top]