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Section: Utilization Management Owner: Manager of UM & Call Center Required By: BBA MD HHS NCAA Other (please specify): ___ Application: SAMBA Staff/Ops Participant Chips SUD Providers MH/ADD Providers
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01
Gather all necessary information and documents related to the case.
02
Identify the goals and objectives of the case management and utilization process.
03
Assess the needs of the individual or group involved in the case.
04
Develop a comprehensive care plan that outlines the steps to be taken to achieve the goals.
05
Implement the care plan and monitor progress regularly.
06
Make adjustments to the care plan as needed based on the individual's progress and changing needs.
07
Evaluate the effectiveness of the case management and utilization process and make necessary improvements.
08
Close the case and ensure that all goals have been met.

Who needs case management and utilization?

01
Individuals with complex medical conditions who require coordinated care from multiple providers.
02
People with chronic illnesses who need assistance managing their symptoms and treatment plans.
03
Patients transitioning from a hospital to home care who require ongoing support and monitoring.
04
Individuals with mental health or substance abuse issues who need support and resources to improve their quality of life.
05
Elderly individuals who may require assistance with activities of daily living and coordination of medical services.
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Case management is the process of coordinating services for individuals to meet their health care needs efficiently, and utilization refers to the reviewing and monitoring of the appropriateness and efficiency of health care services.
Health care providers and facilities are typically required to file case management and utilization reports.
Case management and utilization reports are usually filled out by providing detailed information about the services provided to patients and the outcomes of those services.
The purpose of case management and utilization is to ensure that patients receive appropriate and necessary care in a timely and cost-effective manner.
Information such as patient demographics, services provided, outcomes of services, and follow-up care plans must be reported on case management and utilization.
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