In Case Manager, an Estimate tracks your spending as you provide the services that you and the payer have agreed on. Estimates can manage single services, fixed quote services and comprehensive return-to-work plans with itemised objectives. They are used to assist you to comply with your service-level agreements by managing the type, date and amounts of costs that can be added to a case and invoiced.
For example, you have 4 hours approved for a Worksite Assessment.
The estimate would look like this:
The Estimate shows the total amount approved as well as a breakdown of how much is left. As you provide services and add costs to the case, the Duration Left, Quantity Left and Amount Left decrease and you can see at any time how much of the approved funds remain.
In this example,
The Goal, WorkSite Assessment is the overall aim of the Estimate and the name of the Estimate. You can add Estimate Goals at Lists > Other Lists, List Type – Estimate Goal.
The Estimate Costs, WorkSite Assessment and Travel are taken from the Activities List. You can add Activities at Lists > Activities. Note, Estimate Costs can also be created from charge codes.
For Example, you have 21 hours approved for a Return to Work, Same Employer.
In this example,
the Goal is ‘Return to work on full duties’ there are also Objectives, Develop Return to Work Plan and Monitor Return to Work Plan. Objectives provide a framework to organise groups of Estimate Costs or to track progress towards achieving the Goal and the Costs are listed under the Objectives
To read more about using Estimates and their configuration in Case Manager please click here.