Community-Based Services Manual (CBSM)

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Community-Based Services Manual (CBSM)

CBSM Waiver programs

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Case management aide

Page posted: 10/1/03		Page reviewed: 12/5/24	Page updated: 12/5/24
Legal authority	Federally approved BI, CAC, CADI, DD and EW waiver plans, Alternative Care program (Minn. Stat. §256B.0913), Essential Community Supports program (Minn. Stat. §256B.0922)
Definitions	Case management aide: Role that assists the case manager with administrative activities related to waiver, Alternative Care (AC) and Essential Community Supports (ECS) case management services. Waiver, AC and ECS case management: A service that provides people and their families with access to assessment, person-centered planning, referral, linkage, support plan monitoring, coordination and advocacy related to waiver/AC/ECS services, resources and informal supports that are not necessarily funded through the waiver/AC/ECS.
Covered services	Case management aides perform administrative activities assigned by a case manager. The case manager is responsible to provide oversight of the tasks they assign to the case management aide. Examples of covered services include: · Case preparation and filing of relevant materials. · Provider/vendor contacts (e.g., scheduling services, referrals). · Phone contacts (e.g., connecting with the person to complete an administrative task). · MMIS entry of screening documents and service authorizations. · Support plan documentation updates overseen by the case manager. · Communication and information assistance to support service coordination overseen by the case manager.
Non-covered services	The case management aide cannot: · Assume responsibilities that require professional judgement. · Conduct assessments or reassessments. · Develop support plans.
Secondary information	The case management aide must understand, respect and maintain confidentiality of all details for each case. The case manager or case management aide cannot have a personal financial interest in the services provided to the person. Case management or case management aide services must not be provided by a private agency that has a financial interest in the services provided to the person.
Provider standards and qualifications	A qualified case manager must supervise and direct the case management aide. For information about case manager qualifications, refer to CBSM – Waiver, AC and ECS case management. The case management aide must: · Be a high school graduate. · Have one year of experience as a case aide or in a closely related field or one year of post-secondary education. · Be employed by an agency that provides waiver/AC/ECS case management services.
Authorization, rates and billing	The lead agency authorizes case management aide at the predetermined rate. For more information, refer to Long-Term Services and Supports Service Rate Limits, DHS-3945 (PDF). Case management aide services cannot be billed as case management services. DHS will not cover case management aide services delivered by multiple providers on the same day. DHS pays the provider as indicated on the service agreement. Case management aide is not a billable service under AC or the Elderly Waiver (EW) when the person is using consumer directed community supports (CDCS).
Additional resources	CBSM – Waiver, AC and ECS case management DD Screening Document Codebook DSD MMIS Reference Guide Instructions for Completing and Entering the LTCC Screening Document and Service Agreement Into MMIS, DHS-4625 (PDF) Long-Term Services and Supports Service Rate Limits, DHS-3945 (PDF)

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