34. Caregiver Case Management

Provided to a caregiver, at the direction of the caregiver:
  • by an individual who is trained or experienced in the case management skills that are required to deliver the services and coordination described in subparagraph; and
  • to assess the needs, and to arrange, coordinate, and monitor an optimum package of services to meet the needs, of the caregiver; and
Includes services and coordination such as—
  • comprehensive assessment of the caregiver (including the physical, psychological, and social needs of the individual);
  • development and implementation of a service plan with the caregiver to mobilize the formal and informal resources and services identified in the assessment to meet the needs of the caregiver, including coordination of the resources and services—
    • with any other plans that exist for various formal services; and
    • with the information and assistance services provided under the Older Americans Act; coordination and monitoring of formal and informal service delivery, including coordination and monitoring to ensure that services specified in the plan are being provided;
    • periodic reassessment and revision of the status of the caregiver; and
    • in accordance with the wishes of the caregiver, advocacy on behalf of the caregiver for needed services or resources.

Additional considerations for time study:
This code should be used for all activities related to case management, including:
  • Case management oversight and coordination of direct care services provided under Caregiver Services, including caregiver respite, caregiver supplemental services, and caregiver support groups
  • Paperwork
  • Clerical activities, such as making copies
  • Time spent reviewing voicemails or emails
  • Time spent consulting with a supervisor or supervising 
  • Travel including time spent arranging transportation
  • Time spent entering information about the activity into a database or software program
  • Calls, emails, or other communications to obtain clarification of an inquiry

Time Study Codes:
  • 34a. Enrolled in Medicaid- When the caregiver’s care recipient is currently enrolled or applying for Medicaid.
  • 34b. At risk of spenddown/institutionalization- When the caregiver’s care recipient is at risk of spending down to Medicaid financial eligibility and at risk of institutionalization. The time must be spent assisting an individual in accessing supports that may prevent or delay the individual from entering a nursing facility or other Medicaid-funded institution. It must be documented that the individual meets the Spenddown Worksheet criteria.
  • 34c. Non-Medicaid- When a caregiver’s care recipient is not currently enrolled or applying for Medicaid and is not at risk of spenddown/institutionalization.