Case Management


What is Case Management?

Case management (CM) services help individuals access needed medical healthcare, behavioral healthcare, basic needs, housing, educational, social, and other services. CMs assess individual needs and develop a service plan designed to help the individual obtain access to a coordinated array of services and to facilitate the achievement of goals.. Case management services can be provided by one person or a team of providers.
The overall goal of case management services is to help individuals to access needed services, and ensure that services are coordinated among all agencies and providers. Case management is usually done in the community as opposed to an office setting. The frequency of contact may be more intensive or less intensive based on the individual’s needs.

What are the qualifications for Case Management?

  • Licensed behavioral health professional practicing within the scope of their license in accordance with Title 58 of the Utah Code and the Utah Medicaid Provider Manual.
  • A non-licensed individual who does not meet the qualifications above under the supervision of a licensed mental health therapist identified in the above bullet. A CM that fits this definition is eligible to bill Medicaid for Targeted Case Management Services.
  • A non-licensed individual who will not bill Medicaid for their case management services and does not meet the qualifications above under the supervision of a person who meets one of the following:
    • A Bachelor’s Degree in human services or a related field and two years of experience in human services;
    • An Associate’s Degree in human services or a related field and three years of experience in human services; or
    • Five years of experience in human services.
  • Supervision of case management providers must be delivered in accordance with the requirements set forth in Title 58 of the Utah Code, and the applicable profession’s practice act rule as set forth by the Utah Code.
  • A case management certification is effective for three years. Case managers must recertify every three years and fulfill all requirements found in the case management rule: R523-7
  • The case manager’s supervisor, who must be a qualified provider as defined in the Utah Medicaid Provider Manual for Targeted Case Management opens in a new tab providers and meet one of the following requirements for non Targeted Case Management providers:
    • A Bachelor’s Degree in human services or a related field and two years of experience in human services;
    • An Associate’s Degree in human services or a related field and three years of experience in human services; or
    • Five years of experience in human services.

How does recertification work?

Each Certified Case Manager is required to complete and document 30 training hours related to mental health, substance use disorder, homelessness, trauma informed care, or related topics over the 3 year certification period. Training hours must include at least 4 hours of ethics and 3 hours of suicide prevention training. There is a one month grace period after the expiration of the certification for a case manager to complete the recertification process.


Training Calendar


DHHS Provider Code of Conduct and Client Rights

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Introduction to Care Coordination

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Training Manual for Adult Case Managers

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Field Guide for Children's Case Managers

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