Case Management documentation is completed in Epic by a variety of roles 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 |

General Resources

  • Accessing HCBAP Account Notes - (Handout) Social workers may access HCBAP account notes through the patient’s encounter via Patient Station, Patient Lists (for the current encounter), or Hospital Account Maintenance.
  • Discharge Delays & Milestones- (Handout) Discharge Milestones are key activities or tasks that must be completed prior to discharge. Discharge Delays identify reasons patients are not discharged when determined medically ready for discharge.
  • Expected Discharge Date - (Handout) The Expected Discharge Date (EDD) and Time in Epic has strong multidisciplinary value towards throughput workflows within the organization, to meet regulatory compliances, and overall efficient discharge processes.