SECTION 361.73. Roles and Responsibilities of Case Managers

(a) Upon receipt of a referral from DADS, a case manager monitors the filing of legal documents, accountings, reports, notifications, and taxes as required by state law.

(b) A case manager performs the following duties in accordance with the other duties and responsibilities outlined in the order granting guardianship:

(1) locates, secures, and manages a ward's estate;

(2) ensures that a ward has access to adequate care, protection, and services based upon identified needs and the service plan;

(3) makes decisions on medical issues such as major surgery, life-threatening illness, treatment options, and, if guardian of the estate, makes decisions regarding the ward's estate other than routine expenditures for maintenance and education;

(4) monitors to ensure inventory, appraisement, list of claims, and annual accountings have been completed;

(5) completes annual reports of the guardian of the person;

(6) hires professionals, including accountants, providers, repair persons, or realtors, with the funds of a ward's estate to perform services for the ward;

(7) resolves issues or problems that affect a ward;

(8) as much as possible, considers a ward's wishes and choices when decisions are being made about the ward;

(9) maintains documentation of face-to-face visits;

(10) informs the appropriate DADS and contractor staff concerning major issues involving a ward and documents all actions in the ward's record; and

(11) ensures that cases that are closed or transferred, or if the guardianship is transferred to another case manager, has documentation that is complete and up-to-date.

Source Note: The provisions of this §361.73 adopted to be effective September 1, 2006, 31 TexReg 6797; amended to be effective January 20, 2008, 33 TexReg 432; amended to be effective February 9, 2015, 40 TexReg 609; transferred effective March 15, 2022, as published in the February 25, 2022 issue of the Texas Register, 47 TexReg 983