Author: AztuteLIBAdmin

👩‍💼 Supervising Case Manager Guide – Libertana ECM POC

🔹 Role: Supervising Case Manager (SCM)

🎯 Objective:

To assign members to Case Managers, oversee outreach, HRA, and care plan completion, and use 360 View to monitor progress across the ECM journey during the POC.

✅ Pre-Setup Checklist

Before you begin:

• ✅ Ensure members have been uploaded by the Admin (visible in “All Member Status”)
• ✅ Case Managers are created and have correct roles assigned
• ✅ You can see the “Assign to Case Manager” option in your dashboard

🧭 Main Screens You Will Use

• All Member Status
• All HRAs
• All Care Plans
• Member 360 View
• My Tasks

You’ll find these on the left navigation panel after login.

🔁 Step-by-Step Workflow

🔹 Step 1: Assign a Member to a Case Manager

1. Go to All Member Status
2. Search for the member using their name, CIN, or filter by Program = ECM
3. On the right side of the row, click Action → Assign to Case Manager
4. A popup appears – choose the Case Manager from the dropdown
5. Click Assign

✅ Result:

• Member is now assigned
• Case Manager receives task + notification
• Assignment is reflected in the dashboard

🔹 Step 2: Monitor Outreach Completion

1. Return to All Member Status
2. Use filters:
   • Program = ECM
   • Outreach Status = Pending / Completed
3. Once outreach is done, status updates to Completed
4. Click Action → View Outreach to inspect the submitted details
5. Confirm whether outreach was marked Successful

✅ Successful outreach auto-triggers an HRA task for the Case Manager

🔹 Step 3: Track HRA Progress

1. Go to All HRAs
2. Filter by Program = ECM or Case Manager name
3. Find the HRA entry for your assigned member
4. Check the Status column:
   • “In Progress” means it has been started
   • “Completed” means it’s done
5. Click View or Edit to review

🧠 Tip: If it still says “Created,” follow up with the Case Manager

🔹 Step 4: Monitor Care Plan Completion

1. Open All Care Plans
2. Use filters to narrow by Status or Date
3. Click on a Care Plan entry to view:
   • Goals
   • Interventions
   • Dates
   • Status
4. You can also Download as PDF for offline tracking

✅ By the end of the POC, the Care Plan should be either In Progress or Completed

🔹 Step 5: Use Member 360 for Oversight

1. Go to All Member Status
2. Locate the member and click Action → 360 View
3. Review the full member journey:
   • Demographics & Intake
   • Outreach Records
   • HRA Form
   • Care Plan
   • Progress Notes
   • Task Timeline

This is your primary dashboard for supervision and status validation.

🛠️ Best Practices & Tips

• ✅ Use filters to quickly segment by assigned Case Manager or completion status
• ✅ Rely on 360 View for care coordination and quality checks
• ✅ Communicate directly with Case Managers for follow-ups
• ✘ Avoid making direct changes to member assessments or plans unless authorized
• ✅ Use My Tasks for escalations or internal reviews if configured