The Case Management module provides Epic workflows for case managers and related roles that are responsible for insurance authorization/certification, case management, quality review, and discharge planning.

Case Management Resource Pages

Case Management Main Page   |   Case Management Auth/Cert   |   Facility/Agency Referrals   |   Payor Communication   |   Psych Specific Resources   |   Utilization Review |

Resources
  • Adding a Recipient and Using the Payor Communication Directory - (Handout) Payor Comm is used by Utilization Management nurses and clerks to fax reports, clinical notes and other information to insurance companies. The Payor Comm activity is linked to a customized Payor Communication Directory, which stores payor contact information (phone, fax, contact name) and provides easy access for users. A history of all communications sent to payors will display in the Payor Comm activity window.
  • Sending a Standard Report and Using Document Builder - (Handout) Payor Comm is used by Utilization Management nurses and clerks to fax reports, clinical notes and other information to insurance companies. Users can send a standard report, as well as customized reports and documents. A history of all communications sent to a payor will display in the Payor Comm activity.

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