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 New Level of Care Order - (Handout) When Indicia recommends a different Level of Care than the provider’s Admission Bed Request order, staff should follow this workflow to place a new LOC order.
  • Indicia Job Aids - (Handout) Accessing job aids on the Indicia website.
  • Link an OR Case - (Handout) If a duplicate pending preadmissions exists for a patient, the surgical case may need to be linked to the correct pending preadmission.
  • Using Utilization Review and Accessing Indicia - (Handout) Utilization Review allows users to document and review Level of Care and Length of Stay information using Indicia. In some cases, reviews may also be completed manually using Utilization Review.

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