CCM/Essette
Notes on a case are often found here. (in the CCM)
Activity Logs
This Acronym (CDASS) stands for what?
Consumer Directed Support Services.
In a cert year how many monitoring contacts are required?
5
This MUST be completed in order to proceed with building the PAR
Inventory of needs
Community referral once assigned you have........days to complete the intake review including documentation
10 business days
This tab in Essette can change the case manager
The Routing Tab
What tasks can be completed be a relative or someone that lives in the home
REL Personal care & HMA tasks for IHSS
This task MUST be done in order for the cert to interface with PEAK PRO
100.2 must be completed
A cert date is 8/1/25-7/31/26 and the member enters an ACF on 12/15/25 the effective date of the PETI is what?
12/15/2025
If the assessment was completed on 1/18/2025 what would the cert end date be?
12/31/2025
When is the CSR due? 4/1/25-3/31/26
2/2025
Both of these tasks MUST be completed at the CDASS CSR, What am I?
CDASS Task allocation and task work sheet
What documents need to signed at the CSR? Must name them all
ROI, SOA and choice form
If the daily cost is over 280.35 who can submit this?
Supervisor
What documents do you need signed at an intake? name them all
ROI, SOA and choice form
These steps are required to be completed in Essette when switching a case from intake to ongoing
change status, program and add due dates
When do you submit these cases to Telligen?
when there is HMA or PAR is OCC
What are the steps for completing an inter County transfer? DAILY DOUBLE!!!!!!!!
1. verify the member has moved to that county
2. fill out transfer document
3.Complete all tasks due for the month
4. send transfer doc and all other documents for the case to the new county
5. Follow up with the new county to ensure they received the transfer
What are the steps when closing a PAR?
1. End all line items
2. wait 24 hours
3. then close SP in CCM
4. then close inventory of needs and base info
When is an intake case ready to be sent to IMT?
once PMIP and assessment has been completed (including IADLS)
This is an example of what?
Member denies any concerns with his services, and states his health has been stable. Member denies any ER visits, hospitalizations, or falls in the last month. Member states he turned in everything to IMT, and he has gotten an approval for snap benefits.
TCM
This entity is where you email the CDASS enrollment packet
CDCO site
When is CIRS required? (Bonus points if you can give correct time frames to enter CIRS)
when admitted to the hospital, abuse, neglect, imprisonment.
what steps do you take to complete a PAR revision?
1. close out current line item
2. make new line items (with new start date)
check limits and submit PPA
what steps are required once financial approval is given?
1. call the member within 2 business days
2. create referral and send to providers
3. create PAR
4. send PAR to provider once provider has agreed to services.
5. complete PM/PM in CCM and Essette