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 Provider on the Fly - (Handout) The Provider on the Fly activity allows users to create a provider record when it does not currently exist in the system.
  • Entering Follow-Up Providers for Psychiatric Patients - (Handout) Social Workers will be able to document Follow-Up Providers in a navigator section which will populate for all patients admitted to 1JP, 2JP, or 3BT. This follow-up information will also populate the SW Discharge Planning Note, LIP’s Discharge Summary, and be mailed/routed to the desired follow-up providers after discharge to meet PSY Transition Record Core Measure requirements.

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