Case Manager (CM) or Service Coordinator (SC) Roles and Responsibilities
Case managers and service coordinators are critical partners in the CDS option. They are not only the entry point to the CDS option for many individuals, but they also ensure that services are being coordinated appropriately and assist the employer with changes in their services, FMSA, or service delivery option.
Case manager and service coordinator responsibilities include the following:
- Offer the CDS option at program enrollment, at the annual review and at the individual's request
- Use HHS CDS Forms 1581-1584 and 1586 to educate the individual on their rights, responsibilities and resources in the CDS option
- Present a current choice list of available FMSAs that serve the individual's county
- Inform employer of support consultation
- Assess individual service level needs
- Develop the Individual Plan of Care (IPC) and indicates services to be delivered through the CDS option
- Send referrals and authorized service plans to the FMSA
- Answer questions related to service plans and authorizations
- Process transfers and service plan revisions
- Communicate with the FMSA about any changes in the Individual Plan of Care (IPC)
- Request and approve service backup plans and corrective action plans (covered in the next module of this training).
- Monitor quarterly budget reports
- Review satisfaction with the services provided by the FMSA in accordance with the individual's program requirements
- Comply with all case manager/service coordinator responsibilities as required by the individual's program.
